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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
276
Kestra Advisory Services
Texas
$206K +$196K +20,947 New
4WM
277
44 Wealth Management
Oregon
$203K +$190K +20,284 New
CB
278
Commerce Bank
Missouri
$202K -$93.1K -9,964 -33%
PHK
279
Point72 Hong Kong
Hong Kong
$200K +$187K +19,998 New
CIP
280
Convergence Investment Partners
Florida
$187K -$606K -64,806 -78%
SIA
281
Sit Investment Associates
Minnesota
$180K
HNB
282
Huntington National Bank
Ohio
$178K
GC
283
Garde Capital
Washington
$173K +$162K +17,357 New
PAM
284
Panagora Asset Management
Massachusetts
$171K -$67.1K -7,179 -30%
EP
285
Eudaimonia Partners
Tennessee
$151K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$138K +$27.1K +2,904 +27%
Royal London Asset Management
287
Royal London Asset Management
United Kingdom
$136K -$708K -75,804 -85%
CA
288
Capitolis Advisors
New York
$101K +$94.5K +10,112 New
HPC
289
HM Payson & Co
Maine
$97K
SFO
290
Standard Family Office
South Dakota
$91K +$85.1K +9,102 New
BWM
291
BerganKDV Wealth Management
Minnesota
$90K
Jones Financial Companies
292
Jones Financial Companies
Missouri
$90K +$84.1K +8,997 New
IAIM
293
International Assets Investment Management
Florida
$81K +$76K +8,134 New
PO
294
Private Ocean
California
$79K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$73K
GI
296
GS Investments
Minnesota
$68K +$63K +6,746 New
DAC
297
Dividend Assets Capital
South Carolina
$67K +$62K +6,640 New
PS
298
Planned Solutions
California
$64K +$56.5K +6,048 +1,596%
TF
299
Tompkins Financial
New York
$63K +$27K +2,893 +85%
SPIA
300
Steward Partners Investment Advisory
New York
$62K

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.