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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
276
Neo Ivy Capital Management
New York
$128K +$129K +15,032 New
SG Americas Securities
277
SG Americas Securities
New York
$123K -$312K -36,335 -72%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$93K +$69 +8 +0.1%
HPC
279
HM Payson & Co
Maine
$83K -$45.7K -5,325 -35%
GWM
280
Geneos Wealth Management
Colorado
$82K +$112 +13 +0.1%
BWM
281
BerganKDV Wealth Management
Minnesota
$77K
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$73K
PO
283
Private Ocean
California
$68K
KBC Group
284
KBC Group
Belgium
$62K +$62.7K +7,311 New
NNP
285
Nachman Norwood & Parrott
South Carolina
$56K +$55.5K +6,470 New
SPIA
286
Steward Partners Investment Advisory
New York
$53K
IA
287
IFP Advisors
Florida
$51K -$1.44K -168 -3%
ASN
288
Advisory Services Network
Georgia
$50K +$50.4K +5,870 New
TWA
289
TCI Wealth Advisors
Arizona
$48K -$2.52K -294 -5%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$47K
HFM
291
Hartford Financial Management
Connecticut
$46K
HWM
292
HighMark Wealth Management
Minnesota
$45K
SFS
293
Sowell Financial Services
Arkansas
$40K -$7.74K -902 -16%
IFAM
294
Institutional & Family Asset Management
Colorado
$38K
CT
295
Caldwell Trust
Florida
$37.4K
PB
296
Pinnacle Bancorp
Nebraska
$32K
TSW
297
Thompson Siegel & Walmsley
Virginia
$32K
AIM
298
Anchor Investment Management
South Carolina
$31.5K
Twin Tree Management
299
Twin Tree Management
Texas
$30K +$30.1K +3,503 New
TF
300
Tompkins Financial
New York
$29K +$2.26K +263 +8%

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.