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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Anchor Investment Management
South Carolina
$188K -$83.5K -7,424 -31%
Deutsche Bank
277
Deutsche Bank
Germany
$171K +$18.7K +1,667 +13%
CT
278
Colonial Trust
South Carolina
$148K -$65.4K -5,816 -31%
Jones Financial Companies
279
Jones Financial Companies
Missouri
$125K -$51.4K -4,568 -30%
GC
280
Garde Capital
Washington
$124K -$54.9K -4,880 -31%
BC
281
Bartlett & Co
Ohio
$118K -$51K -4,536 -31%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$116K -$51K -4,536 -31%
WAM
283
Westport Asset Management
Connecticut
$105K +$102K +9,025 New
FBC
284
Fairfield, Bush & Co
Connecticut
$97.7K +$94.7K +8,419 New
MFG
285
Mendota Financial Group
Wisconsin
$96.6K -$63.7K -5,666 -40%
GCM
286
Gladius Capital Management
Illinois
$85.3K -$57.7K -5,132 -41%
HPC
287
HM Payson & Co
Maine
$77.5K -$34.3K -3,052 -31%
Acadian Asset Management
288
Acadian Asset Management
Massachusetts
$74K +$71.9K +6,392 New
CWP
289
Concord Wealth Partners
Virginia
$71K +$68.8K +6,117 New
QC
290
Quent Capital
New York
$59.9K -$20.7K -1,838 -26%
BWM
291
BerganKDV Wealth Management
Minnesota
$56.6K -$25.1K -2,230 -31%
KI
292
Kapitalo Investimentos
Brazil
$56.5K +$54.7K +4,866 New
Lazard Asset Management
293
Lazard Asset Management
New York
$55K +$6.32K +562 +13%
BONH
294
Bank of New Hampshire
New Hampshire
$51.4K -$22.8K -2,025 -31%
DAC
295
Dividend Assets Capital
South Carolina
$46K -$20.2K -1,798 -31%
PB
296
Pinnacle Bancorp
Nebraska
$44.6K -$19.8K -1,764 -31%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$44K -$19.6K -1,740 -31%
N
298
Natixis
France
$43.9K -$79.7K -7,086 -65%
FFA
299
Farther Finance Advisors
California
$41.8K +$6.94K +617 +21%
HWM
300
HighMark Wealth Management
Minnesota
$41.4K -$18.4K -1,633 -31%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.