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MDU Resources

398 hedge funds and large institutions have $2.94B invested in MDU Resources in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 51 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $168K

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

1% less funds holding

Funds holding: 402398 (-4)

30% less capital invested

Capital invested by funds: $4.18B → $2.94B (-$1.24B)

54.9% less ownership

Funds ownership: 134.95%80.05% (-55%)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

82% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 278

Holders
398
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
69
Increased
51
Reduced
278
Closed
68
Calls
$1.98M
Puts
$168K
Net Calls
+$1.81M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$99.8K -$77.7K -4,428 -45%
SPIA
277
Steward Partners Investment Advisory
New York
$92.8K -$90.8K -5,177 -50%
CHC
278
City Holding Co
West Virginia
$92.4K -$90.7K -5,168 -50%
BSB
279
Bangor Savings Bank
Maine
$89.8K -$86.2K -4,914 -50%
BC
280
Bayforest Capital
United Kingdom
$83.2K +$81K +4,616 New
WTFG
281
Wood Tarver Financial Group
Idaho
$82K +$80.8K +4,604 New
PWA
282
Physician Wealth Advisors
Utah
$81.1K +$78.9K +4,500 New
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$79.5K +$2.32K +132 +3%
TF
284
Tompkins Financial
New York
$79.4K -$62.2K -3,545 -45%
LDB
285
Lee, Danner & Bass
Tennessee
$77.5K +$75.4K +4,300 New
BTI
286
Blue Trust Inc
Georgia
$67.5K -$27.2K -1,551 -29%
HPC
287
HM Payson & Co
Maine
$66.7K -$52.3K -2,979 -45%
MIM
288
MetLife Investment Management
New Jersey
$64.3K -$3.27M -186,616 -98%
CA
289
CoreCap Advisors
Michigan
$64.1K -$38.7K -2,206 -38%
CWP
290
Concord Wealth Partners
Virginia
$61.1K -$47.9K -2,728 -45%
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.1K +$53.3K +3,037 New
CT
292
Colonial Trust
South Carolina
$54.1K -$42.4K -2,415 -45%
C
293
Covestor
United Kingdom
$53K -$74.9K -4,272 -59%
HNB
294
Hilltop National Bank
Wyoming
$46.3K -$60K -3,421 -57%
ACA
295
Atlas Capital Advisors
Wyoming
$44.8K +$912 +52 +2%
QC
296
Quent Capital
New York
$43.1K -$33.8K -1,926 -45%
Nomura Asset Management
297
Nomura Asset Management
Japan
$42.9K -$33.6K -1,916 -45%
FFA
298
Farther Finance Advisors
California
$41.7K -$21.8K -1,245 -35%
MFG
299
Mendota Financial Group
Wisconsin
$39.9K -$31.3K -1,787 -45%
CBT
300
Crews Bank & Trust
Florida
$38.7K +$37.7K +2,147 New

MDU Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2024, worth a combined $2.94B — down 30% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MDU positions and 68 closed out — a net gain of 1 holder — while 51 added to existing stakes and 278 trimmed.

The largest buyer was Hennessy Advisors Inc, adding an estimated $32.1M. The largest seller was Vanguard Group, cutting an estimated $221M.

  • 398 institutional investors held MDU Resources (MDU) as of Q4 2024, down from 402 in Q3 2024.
  • Funds reported $2.94B of MDU Resources stock for Q4 2024, down 30% quarter-over-quarter.
  • 69 funds opened new MDU Resources positions in Q4 2024 and 68 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $32.1M added.
  • The largest MDU Resources seller in Q4 2024 was Vanguard Group, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2024.