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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$421K +$212K +17,676 +90%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$416K -$1.57K -131 -0.4%
SBH
253
Segall Bryant & Hamill
Illinois
$416K
TRCT
254
Tower Research Capital (TRC)
New York
$413K -$119K -9,907 -21%
Mariner
255
Mariner
Kansas
$413K +$438K +36,616 New
PAMS
256
Pictet Asset Management (Switzerland)
Switzerland
$412K +$438K +36,555 New
BF
257
BOK Financial
Oklahoma
$410K +$435K +36,348 New
PAM
258
Panagora Asset Management
Massachusetts
$388K +$347 +29 +0.1%
HighTower Advisors
259
HighTower Advisors
Illinois
$387K +$56.5K +4,718 +16%
Truist Financial
260
Truist Financial
North Carolina
$374K +$396K +33,052 New
CHC
261
City Holding Co
West Virginia
$371K -$37.3K -3,116 -9%
FWM
262
Frontier Wealth Management
Missouri
$365K -$46.5K -3,882 -11%
CIC
263
Chase Investment Counsel
Virginia
$365K
SS
264
Simplicity Solutions
Minnesota
$361K +$97.5K +8,140 +34%
CAN
265
Cetera Advisor Networks
California
$360K +$155K +12,973 +69%
FCBT
266
First Citizens Bank & Trust
North Carolina
$351K
OAM
267
Oppenheimer Asset Management
New York
$349K -$11.6K -965 -3%
JCIA
268
Jackson Creek Investment Advisors
Colorado
$344K -$12.8K -1,065 -3%
HWAM
269
Hennion & Walsh Asset Management
New Jersey
$344K +$365K +30,467 New
KAS
270
Kestra Advisory Services
Texas
$334K +$121K +10,143 +52%
SCM
271
Shelton Capital Management
Colorado
$330K
Franklin Resources
272
Franklin Resources
California
$322K +$341K +28,463 New
Wellington Management Group
273
Wellington Management Group
Massachusetts
$321K
CB
274
CNB Bank
Pennsylvania
$316K
TIM
275
Thompson Investment Management
Wisconsin
$315K

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.