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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$25K +$223 +26 +0.9%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$24.4K -$11.4K -1,331 -32%
BC
303
Bartlett & Co
Ohio
$24K -$11.4K -1,331 -32%
FHA
304
Flagship Harbor Advisors
Massachusetts
$24K +$137 +16 +0.6%
CCA
305
Column Capital Advisors
Indiana
$23K
APA
306
American Portfolios Advisors
New York
$19.5K +$13.1K +1,523 +203%
QCG
307
Quadrant Capital Group
Ohio
$19K +$13K +1,513 +200%
CFB
308
Cullen/Frost Bankers
Texas
$17K
TH
309
TCTC Holdings
Texas
$17K +$14.7K +1,709 +650%
S
310
SignatureFD
Georgia
$16K +$3.81K +444 +32%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$15K +$10.7K +1,249 +237%
AF
312
Arrow Financial
New York
$14K
WT
313
Washington Trust
Rhode Island
$14K
CFGS
314
Concourse Financial Group Securities
Alabama
$13K
PP
315
PrairieView Partners
Minnesota
$13K
CTC
316
Central Trust Company
Missouri
$12K
DAM
317
Delta Asset Management
Tennessee
$9K
TAIM
318
TD Ameritrade Investment Management
Nebraska
$9K
ST
319
Smithfield Trust
Pennsylvania
$7K +$3.95K +460 +146%
PFS
320
Prospera Financial Services
Texas
$7K +$6.55K +763 New
SFPG
321
Stonebridge Financial Planning Group
Florida
$5K
PA
322
Parallel Advisors
California
$4K
RIM
323
Rockbridge Investment Management
New York
$4K
GRP
324
Global Retirement Partners
California
$3K -$292 -34 -10%
EARNEST Partners
325
EARNEST Partners
Georgia
$3K

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.