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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
251
First Citizens Bank & Trust
North Carolina
$234K +$1.98K +172 +0.8%
VPIM
252
Vanguard Personalized Indexing Management
California
$233K -$105K -9,103 -30%
KAS
253
Kestra Advisory Services
Texas
$231K +$748 +65 +0.3%
C
254
Covestor
United Kingdom
$228K +$12.5K +1,083 +5%
LWAM
255
Legacy Wealth Asset Management
Minnesota
$223K
MAP
256
Moody Aldrich Partners
Massachusetts
$220K -$5.27K -458 -2%
URS
257
Utah Retirement Systems
Utah
$215K -$492K -42,764 -68%
ProShare Advisors
258
ProShare Advisors
Maryland
$215K -$32.5M -2,820,789 -99%
BSB
259
Bangor Savings Bank
Maine
$214K -$27K -2,344 -11%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$212K +$8.81K +765 +4%
PI
261
PEAK6 Investments
Illinois
$212K -$550K -47,764 -71%
ECM
262
Elgethun Capital Management
South Dakota
$207K +$1.59K +138 +0.7%
SOW
263
State of Wyoming
Wyoming
$205K -$6.02K -523 -3%
MM
264
MQS Management
New York
$201K +$213K +18,541 New
AAS
265
Avantax Advisory Services
Texas
$201K +$1.5K +130 +0.7%
GT
266
Greenleaf Trust
Michigan
$197K +$5.69K +494 +3%
HCA
267
Horan Capital Advisors
Ohio
$196K
TRCT
268
Tower Research Capital (TRC)
New York
$189K -$591K -51,363 -75%
NICM
269
Neo Ivy Capital Management
New York
$182K +$193K +16,750 New
HNB
270
Huntington National Bank
Ohio
$179K -$69.6K -6,044 -27%
CHC
271
City Holding Co
West Virginia
$177K -$19.7K -1,715 -10%
AIM
272
Anchor Investment Management
South Carolina
$176K
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$161K -$7.36K -639 -4%
Deutsche Bank
274
Deutsche Bank
Germany
$140K -$20.3K -1,762 -12%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$108K

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.