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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Shelton Capital Management
Colorado
$221K +$183K +15,853 New
GC
277
Grimes & Company
Massachusetts
$214K +$178K +15,352 New
Los Angeles Capital Management
278
Los Angeles Capital Management
California
$208K +$173K +14,917 New
BP
279
Ballentine Partners
Massachusetts
$207K +$172K +14,848 New
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$207K -$379K -32,776 -69%
IWA
281
IVC Wealth Advisors
Pennsylvania
$202K +$167K +14,454 New
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$190K -$59.2K -5,116 -27%
BSB
283
Bangor Savings Bank
Maine
$190K -$28.3K -2,443 -15%
NC
284
nVerses Capital
Florida
$189K +$157K +13,538 New
C
285
Covestor
United Kingdom
$182K -$86.6K -7,485 -36%
CHC
286
City Holding Co
West Virginia
$176K -$15.1K -1,309 -9%
Simplex Trading
287
Simplex Trading
Illinois
$167K -$480K -41,482 -78%
Deutsche Bank
288
Deutsche Bank
Germany
$160K +$48.8K +4,217 +58%
ACM
289
Adalta Capital Management
New York
$155K
MFG
290
Mendota Financial Group
Wisconsin
$149K +$30.6K +2,645 +33%
BCWM
291
Bartlett & Co Wealth Management
Ohio
$139K
WAM
292
Westport Asset Management
Connecticut
$126K
TF
293
Tompkins Financial
New York
$111K +$16.7K +1,444 +22%
CSS
294
Cubist Systematic Strategies
Connecticut
$97.2K -$3.12M -269,513 -97%
HPC
295
HM Payson & Co
Maine
$93.2K
KBC Group
296
KBC Group
Belgium
$92K +$18.1K +1,568 +31%
SPIA
297
Steward Partners Investment Advisory
New York
$88.8K +$10.9K +939 +17%
CA
298
CoreCap Advisors
Michigan
$86.2K +$71.4K +6,171 New
CWP
299
Concord Wealth Partners
Virginia
$85.4K
HNB
300
Hilltop National Bank
Wyoming
$83.6K +$69.3K +5,989 New

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.