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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$272K +$8.61K +741 +3%
MCA
277
MSH Capital Advisors
Arizona
$268K
FFN
278
Focus Financial Network
Minnesota
$266K +$15.8K +1,357 +6%
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$265K +$32.6K +2,808 +14%
ECM
280
ExodusPoint Capital Management
New York
$263K +$263K +22,654 New
Allianz Asset Management
281
Allianz Asset Management
Germany
$257K +$257K +22,149 New
FT
282
Fiduciary Trust
Massachusetts
$244K
PCMC
283
Paragon Capital Management (Colorado)
Colorado
$242K -$1.16K -100 -0.5%
JF
284
Jump Financial
Illinois
$242K +$3.06K +263 +1%
ACM
285
Aquatic Capital Management
Illinois
$241K -$504K -43,393 -68%
IAA
286
Independent Advisor Alliance
North Carolina
$239K +$240K +20,652 New
MPI
287
Mairs & Power Inc
Minnesota
$238K -$33.6K -2,893 -12%
WB
288
WesBanco Bank
West Virginia
$227K
GHA
289
GW Henssler & Associates
Georgia
$224K -$137K -11,824 -38%
PA
290
Profund Advisors
Maryland
$223K -$34.5K -2,970 -13%
IWA
291
IVC Wealth Advisors
Pennsylvania
$220K -$13.7K -1,183 -6%
DBIA
292
Dumont & Blake Investment Advisors
New Jersey
$220K
CT
293
Colonial Trust
South Carolina
$215K +$30.6K +2,630 +17%
KeyBank National Association
294
KeyBank National Association
Ohio
$211K
MFG
295
MidWestOne Financial Group
Iowa
$210K +$210K +18,091 New
PCMM
296
Piedmont Capital Management (Montana)
Montana
$205K +$93 +8 +0%
SOW
297
State of Wyoming
Wyoming
$197K +$125K +10,785 +174%
ACM
298
Adalta Capital Management
New York
$184K +$15.3K +1,315 +9%
GC
299
Garde Capital
Washington
$180K
Jones Financial Companies
300
Jones Financial Companies
Missouri
$178K +$6.45K +555 +4%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.