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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$221K +$5.76K +529 +3%
FBC
302
Fairfield, Bush & Co
Connecticut
$220K +$200K +18,315 New
CIP
303
Convergence Investment Partners
Florida
$211K -$11.6K -1,065 -6%
IRF
304
IBM Retirement Fund
New York
$210K +$191K +17,491 New
PFS
305
Prospera Financial Services
Texas
$210K +$191K +17,505 New
GC
306
Garde Capital
Washington
$209K
GIM
307
Goelzer Investment Management
Indiana
$208K +$189K +17,297 New
YIH
308
Y-Intercept (HK)
Hong Kong
$204K -$176K -16,136 -49%
AIM
309
Anchor Investment Management
South Carolina
$183K +$155K +14,201 +1,350%
EP
310
Eudaimonia Partners
Tennessee
$181K
Simplex Trading
311
Simplex Trading
Illinois
$175K +$159K +14,591 New
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$164K -$1.07K -98 -0.7%
SIA
313
Sit Investment Associates
Minnesota
$141K -$68.1K -6,246 -35%
HPC
314
HM Payson & Co
Maine
$126K +$8.6K +789 +8%
CA
315
Capitolis Advisors
New York
$122K
Jones Financial Companies
316
Jones Financial Companies
Missouri
$111K +$3.2K +294 +3%
BWM
317
BerganKDV Wealth Management
Minnesota
$108K +$120 +11 +0.1%
SPIA
318
Steward Partners Investment Advisory
New York
$103K +$25.5K +2,340 +38%
AWM
319
Accel Wealth Management
Iowa
$96K -$168K -15,379 -66%
PO
320
Private Ocean
California
$95K
IAIM
321
International Assets Investment Management
Florida
$81K
TF
322
Tompkins Financial
New York
$76K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$73K
TWM
324
Tradition Wealth Management
Minnesota
$70K +$20.1K +1,841 +47%
DAC
325
Dividend Assets Capital
South Carolina
$69K -$9.88K -907 -14%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.