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MDU Resources

393 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.84M

2% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 133

0.9% more ownership

Funds ownership: 182.16%183.06% (+0.9%)

0% less capital invested

Capital invested by funds: $4.38B → $4.38B (-$155K)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 398393 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
393
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
136
Reduced
133
Closed
46
Calls
$15.4M
Puts
$3.84M
Net Calls
+$11.5M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
World Asset Management
Michigan
$312K -$16.5K -1,317 -5%
AIM
277
Anchor Investment Management
South Carolina
$307K +$132K +10,520 +69%
SS
278
Simplicity Solutions
Minnesota
$284K +$50.9K +4,060 +20%
UBV
279
United Bank (Virginia)
Virginia
$268K
BOTW
280
Bank of the West
California
$267K +$790 +63 +0.3%
HBT
281
Hills Bank & Trust
Iowa
$267K +$5.93K +473 +2%
BCV
282
Banque Cantonale Vaudoise
Switzerland
$264K -$8.05K -642 -3%
FT
283
Fiduciary Trust
Massachusetts
$251K
CB
284
Commerce Bank
Missouri
$246K +$7.14K +570 +3%
4WM
285
44 Wealth Management
Oregon
$245K +$1.55K +124 +0.6%
Group One Trading
286
Group One Trading
Illinois
$243K +$255K +20,368 New
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$236K
Creative Planning
288
Creative Planning
Kansas
$234K -$123K -9,799 -33%
KAS
289
Kestra Advisory Services
Texas
$231K -$815 -65 -0.3%
CIP
290
Convergence Investment Partners
Florida
$226K +$17.2K +1,373 +8%
CAN
291
Cetera Advisor Networks
California
$225K +$237K +18,896 New
HNB
292
Huntington National Bank
Ohio
$219K -$163 -13 -0.1%
CPC
293
Cookson Peirce & Co
Pennsylvania
$219K +$230K +18,375 New
DFCM
294
Dark Forest Capital Management
Puerto Rico
$212K +$223K +17,828 New
FBC
295
Fairfield, Bush & Co
Connecticut
$209K -$9.89K -789 -4%
BAM
296
Bruderman Asset Management
New York
$208K +$219K +17,447 New
GIM
297
Goelzer Investment Management
Indiana
$206K
FRM
298
Fox Run Management
Connecticut
$204K -$78.1K -6,228 -27%
PFS
299
Prospera Financial Services
Texas
$204K -$5.15K -411 -2%
GC
300
Garde Capital
Washington
$185K -$22.5K -1,799 -10%

MDU Hedge Fund Activity: Q2 2021 in Review

393 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2021, worth a combined $4.38B — down 0% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MDU and 45 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.5M sold.

  • 393 institutional investors held MDU Resources (MDU) as of Q2 2021, down from 398 in Q1 2021.
  • Funds reported $4.38B of MDU Resources stock for Q2 2021, down 0% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q2 2021 and 46 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q2 2021 was Fidelity Investments, an estimated $89.9M added.
  • The largest MDU Resources seller in Q2 2021 was Parnassus Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2021.