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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$58K -$841 -90 -2%
GWM
302
Geneos Wealth Management
Colorado
$56K -$46.8K -5,007 -51%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$56K
TWA
304
TCI Wealth Advisors
Arizona
$53K -$3.66K -392 -7%
HWM
305
HighMark Wealth Management
Minnesota
$52K
AWG
306
Altus Wealth Group
Colorado
$51K +$47.7K +5,105 New
LIM
307
Longfellow Investment Management
Massachusetts
$48K +$44.6K +4,773 New
ASBI
308
American State Bank (Iowa)
Iowa
$44.5K +$41.6K +4,447 New
IFAM
309
Institutional & Family Asset Management
Colorado
$44K
CT
310
Caldwell Trust
Florida
$43.8K
TWM
311
Tradition Wealth Management
Minnesota
$40K +$36.9K +3,945 New
PB
312
Pinnacle Bancorp
Nebraska
$38K
CWM
313
Curi Wealth Management
North Carolina
$38K +$36.2K +3,874 New
TSW
314
Thompson Siegel & Walmsley
Virginia
$37K
SIM
315
Sonora Investment Management
Arizona
$37K +$34.4K +3,682 New
ASN
316
Advisory Services Network
Georgia
$34K -$23.1K -2,472 -42%
SFS
317
Sowell Financial Services
Arkansas
$33K -$12.8K -1,365 -29%
LFG
318
Larson Financial Group
Missouri
$30K +$252 +27 +0.9%
BC
319
Bartlett & Co
Ohio
$29K +$374 +40 +1%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$28.9K +$374 +40 +1%
CCA
321
Column Capital Advisors
Indiana
$27K
CAAS
322
Capital Asset Advisory Services
Michigan
$27K +$24.9K +2,661 New
AFS
323
Annapolis Financial Services
Maryland
$26K +$24.3K +2,598 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$25K +$6.63K +710 +40%
FCA
325
FinTrust Capital Advisors
South Carolina
$24K

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.