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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$52K +$10.4K +1,257 +25%
CAN
277
Cetera Advisor Networks
California
$51K +$50K +6,017 New
IA
278
IFP Advisors
Florida
$50K -$6.32K -760 -11%
TWA
279
TCI Wealth Advisors
Arizona
$50K
SFS
280
Sowell Financial Services
Arkansas
$47K -$1.25K -150 -3%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$47K
HFM
282
Hartford Financial Management
Connecticut
$45K
HWM
283
HighMark Wealth Management
Minnesota
$44K
PCM
284
Prelude Capital Management
New York
$42K +$41.1K +4,944 New
IFAM
285
Institutional & Family Asset Management
Colorado
$37K
CT
286
Caldwell Trust
Florida
$36.9K
BCWM
287
Bartlett & Co Wealth Management
Ohio
$35.4K
BC
288
Bartlett & Co
Ohio
$35K
PB
289
Pinnacle Bancorp
Nebraska
$32K
AIM
290
Anchor Investment Management
South Carolina
$31.1K
TSW
291
Thompson Siegel & Walmsley
Virginia
$31K
TF
292
Tompkins Financial
New York
$27K +$24K +2,893 +1,100%
SCA
293
Stonebridge Capital Advisors
Minnesota
$25K
OPS
294
Orion Portfolio Solutions
Nebraska
$25K +$13.7K +1,646 +126%
FHA
295
Flagship Harbor Advisors
Massachusetts
$24K +$150 +18 +0.6%
LFG
296
Larson Financial Group
Missouri
$24K +$241 +29 +1%
CCA
297
Column Capital Advisors
Indiana
$22K
FCA
298
FinTrust Capital Advisors
South Carolina
$20K
CFB
299
Cullen/Frost Bankers
Texas
$17K
PP
300
PrairieView Partners
Minnesota
$13K

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.