We are live on ! Find out more
MDU icon

MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
251
Pictet Asset Management (Switzerland)
Switzerland
$429K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$418K -$14.9K -1,323 -4%
BAM
253
Blueshift Asset Management
New Jersey
$399K -$938K -83,167 -71%
GAM
254
Gotham Asset Management
New York
$382K -$146K -12,978 -28%
CIC
255
Chase Investment Counsel
Virginia
$367K -$12K -1,063 -3%
FCBT
256
First Citizens Bank & Trust
North Carolina
$365K
ATPW
257
Ashton Thomas Private Wealth
Arizona
$361K +$347K +30,804 New
GTCM
258
Gyon Technologies Capital Management
New Jersey
$359K +$76.6K +6,796 +28%
QC
259
Quantedge Capital
Singapore
$358K -$436K -38,659 -56%
BA
260
Bridgewater Associates
Connecticut
$349K +$336K +29,789 New
SCM
261
Shelton Capital Management
Colorado
$343K
Wellington Management Group
262
Wellington Management Group
Massachusetts
$334K
CB
263
CNB Bank
Pennsylvania
$328K
TIM
264
Thompson Investment Management
Wisconsin
$327K
CC
265
Corton Capital
Ontario, Canada
$320K +$308K +27,298 New
ECM
266
Elgethun Capital Management
South Dakota
$314K +$1.42K +126 +0.5%
KAS
267
Kestra Advisory Services
Texas
$308K -$37.6K -3,332 -11%
HCA
268
Horan Capital Advisors
Ohio
$308K
Vontobel Holding
269
Vontobel Holding
Switzerland
$308K
AIM
270
Anchor Investment Management
South Carolina
$302K
CHC
271
City Holding Co
West Virginia
$298K -$41.1K -3,642 -11%
Creative Planning
272
Creative Planning
Kansas
$292K -$139K -12,361 -33%
QI
273
Qtron Investments
Massachusetts
$292K -$1.93K -171 -0.7%
MCA
274
MSH Capital Advisors
Arizona
$290K +$279K +24,708 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$279K +$269K +23,814 New

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.