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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Frontier Wealth Management
Missouri
$324K
FCBT
252
First Citizens Bank & Trust
North Carolina
$312K
SCM
253
Shelton Capital Management
Colorado
$308K -$2.09M -223,540 -88%
VI
254
Versor Investments
New York
$302K -$1.35M -144,244 -83%
Creative Planning
255
Creative Planning
Kansas
$288K +$168 +18 +0.1%
WAM
256
World Asset Management
Michigan
$285K -$20.4K -2,178 -7%
CB
257
CNB Bank
Pennsylvania
$281K
TIM
258
Thompson Investment Management
Wisconsin
$279K
LIA
259
LS Investment Advisors
Michigan
$274K -$12.3K -1,315 -5%
Natixis Advisors
260
Natixis Advisors
Massachusetts
$273K -$10.9K -1,170 -4%
ECM
261
Elgethun Capital Management
South Dakota
$265K -$24.5K -2,620 -9%
HCA
262
Horan Capital Advisors
Ohio
$263K
Vontobel Holding
263
Vontobel Holding
Switzerland
$263K +$246K +26,299 New
HighTower Advisors
264
HighTower Advisors
Illinois
$261K +$243K +26,052 New
QCM
265
Quantinno Capital Management
New York
$261K +$244K +26,065 New
JCIA
266
Jackson Creek Investment Advisors
Colorado
$258K -$1.43K -153 -0.6%
KFA
267
Krane Funds Advisors
New York
$243K +$227K +24,287 New
MAP
268
Moody Aldrich Partners
Massachusetts
$239K -$1.35K -145 -0.6%
FFN
269
Focus Financial Network
Minnesota
$237K -$47.9K -5,126 -18%
AWM
270
Accel Wealth Management
Iowa
$234K +$218K +23,340 New
HBT
271
Hills Bank & Trust
Iowa
$228K -$4.92K -526 -2%
UBV
272
United Bank (Virginia)
Virginia
$225K +$210K +22,454 New
BOTW
273
Bank of the West
California
$223K +$208K +22,283 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$213K +$199K +21,247 New
FT
275
Fiduciary Trust
Massachusetts
$211K +$197K +21,039 New

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.