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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Apollon Wealth Management
South Carolina
$261K -$35.4K -3,144 -12%
BSB
252
Bangor Savings Bank
Maine
$256K -$2.01M -178,663 -89%
FCBT
253
First Citizens Bank & Trust
North Carolina
$248K -$110K -9,771 -31%
KAS
254
Kestra Advisory Services
Texas
$246K -$112K -9,962 -32%
MAP
255
Moody Aldrich Partners
Massachusetts
$240K -$123K -10,979 -35%
LWAM
256
Legacy Wealth Asset Management
Minnesota
$238K -$105K -9,379 -31%
CAM
257
Cresset Asset Management
Illinois
$237K +$228K +20,229 New
GC
258
Grimes & Company
Massachusetts
$236K -$86.8K -7,715 -28%
C
259
Covestor
United Kingdom
$231K +$110K +9,777 +96%
I
260
InceptionR
California
$230K -$423K -37,647 -66%
SOW
261
State of Wyoming
Wyoming
$225K +$27.1K +2,414 +14%
ECM
262
Elgethun Capital Management
South Dakota
$221K -$96.6K -8,589 -31%
CC
263
Corton Capital
Ontario, Canada
$220K +$213K +18,929 New
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$218K -$1.15M -102,289 -85%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$217K -$95.9K -8,526 -31%
SCM
266
Shelton Capital Management
Colorado
$214K -$94.8K -8,426 -31%
AAS
267
Avantax Advisory Services
Texas
$213K -$92.9K -8,257 -31%
HIM
268
Harbour Investment Management
Washington
$212K -$95.9K -8,528 -32%
ACM
269
Adalta Capital Management
New York
$212K +$25.5K +2,271 +14%
State of Tennessee, Department of Treasury
270
State of Tennessee, Department of Treasury
Tennessee
$212K -$93.9K -8,346 -31%
HCA
271
Horan Capital Advisors
Ohio
$209K -$92.8K -8,249 -31%
CHC
272
City Holding Co
West Virginia
$209K -$92.6K -8,232 -31%
GT
273
Greenleaf Trust
Michigan
$205K -$83.1K -7,389 -30%
NYLIM
274
New York Life Investment Management
New York
$205K +$198K +17,640 New
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$190K -$72.8K -6,473 -28%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.