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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
251
City Holding Co
West Virginia
$474K -$417K -38,249 -49%
WCM
252
Weld Capital Management
New York
$449K +$407K +37,363 New
PAMU
253
Pictet Asset Management (UK)
United Kingdom
$446K -$94.6K -8,679 -19%
NICM
254
Neo Ivy Capital Management
New York
$445K +$404K +37,024 New
E
255
Ergoteles
New York
$445K +$404K +37,037 New
WIS
256
Wright Investors Service
Connecticut
$440K -$1.55K -142 -0.4%
EGM
257
Engineers Gate Manager
New York
$439K -$953K -87,404 -71%
PAM
258
Panagora Asset Management
Massachusetts
$415K +$191K +17,488 +102%
PAG
259
Private Advisor Group
New Jersey
$415K +$376K +34,509 New
BF
260
BOK Financial
Oklahoma
$411K +$4.29K +394 +1%
FWM
261
Frontier Wealth Management
Missouri
$389K
KFA
262
Krane Funds Advisors
New York
$379K +$78.9K +7,243 +30%
DTL
263
Dynamic Technology Lab
Singapore
$379K +$344K +31,524 New
CIC
264
Chase Investment Counsel
Virginia
$375K -$28.7K -2,630 -8%
Wellington Management Group
265
Wellington Management Group
Massachusetts
$374K -$315K -28,863 -48%
FCBT
266
First Citizens Bank & Trust
North Carolina
$374K
Creative Planning
267
Creative Planning
Kansas
$353K +$7.14K +655 +2%
SCM
268
Shelton Capital Management
Colorado
$351K -$16.1K -1,478 -5%
WAM
269
World Asset Management
Michigan
$350K -$10.6K -968 -3%
RJT
270
Raymond James Trust
Florida
$346K -$66.2K -6,070 -17%
MAP
271
Moody Aldrich Partners
Massachusetts
$341K +$48.8K +4,479 +19%
CB
272
CNB Bank
Pennsylvania
$337K
TIM
273
Thompson Investment Management
Wisconsin
$335K
PP
274
PDT Partners
New York
$332K +$301K +27,614 New
Natixis Advisors
275
Natixis Advisors
Massachusetts
$322K -$4.53K -416 -2%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.