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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
251
Y-Intercept (HK)
Hong Kong
$303K -$1.09M -93,932 -81%
BCM
252
Brasada Capital Management
Texas
$302K +$251K +21,660 New
TRCT
253
Tower Research Capital (TRC)
New York
$301K +$24.9K +2,151 +11%
FCBT
254
First Citizens Bank & Trust
North Carolina
$298K
AF
255
Advisornet Financial
Minnesota
$294K -$45.5K -3,930 -16%
LWAM
256
Legacy Wealth Asset Management
Minnesota
$287K
MAP
257
Moody Aldrich Partners
Massachusetts
$281K -$1.2K -104 -0.5%
CWM
258
CIBC World Markets
New York
$280K +$232K +20,079 New
URS
259
Utah Retirement Systems
Utah
$280K -$2.08K -180 -0.9%
ECM
260
Elgethun Capital Management
South Dakota
$272K +$984 +85 +0.4%
Verition Fund Management
261
Verition Fund Management
Connecticut
$264K +$219K +18,911 New
IAA
262
Independent Advisor Alliance
North Carolina
$260K +$417 +36 +0.2%
HCA
263
Horan Capital Advisors
Ohio
$252K
ProShare Advisors
264
ProShare Advisors
Maryland
$250K -$16.2K -1,404 -7%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$250K +$207K +17,906 New
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$249K +$207K +17,851 New
AIM
267
Aigen Investment Management
New York
$244K -$548K -47,381 -73%
QCM
268
QRG Capital Management
Illinois
$241K +$200K +17,249 New
AAS
269
Avantax Advisory Services
Texas
$238K -$16.5K -1,429 -8%
GT
270
Greenleaf Trust
Michigan
$236K +$196K +16,907 New
D.E. Shaw & Co
271
D.E. Shaw & Co
New York
$232K -$776K -67,092 -80%
AIM
272
Anchor Investment Management
South Carolina
$227K
TW
273
Trajan Wealth
Arizona
$227K +$188K +16,238 New
HNB
274
Huntington National Bank
Ohio
$226K -$4.18K -361 -2%
KAS
275
Kestra Advisory Services
Texas
$225K +$187K +16,126 New

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.