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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
301
Meritage Portfolio Management
Kansas
$208K +$220K +18,393 New
Simplex Trading
302
Simplex Trading
Illinois
$186K
GC
303
Garde Capital
Washington
$176K
Jones Financial Companies
304
Jones Financial Companies
Missouri
$142K -$826 -69 -0.5%
BU
305
BBVA USA
Alabama
$138K
AWA
306
Arkadios Wealth Advisors
Georgia
$121K +$11.1K +931 +9%
CFB
307
Cullen/Frost Bankers
Texas
$115K +$23.1K +1,925 +23%
CFGS
308
Concourse Financial Group Securities
Alabama
$115K +$88.9K +7,422 +279%
HPC
309
HM Payson & Co
Maine
$110K -$9.45K -789 -8%
BWM
310
BerganKDV Wealth Management
Minnesota
$101K
AWM
311
Accel Wealth Management
Iowa
$90K +$287 +24 +0.3%
PO
312
Private Ocean
California
$89K
GI
313
GS Investments
Minnesota
$88K +$93.3K +7,792 New
HA
314
Herold Advisors
New York
$77K +$81.9K +6,838 New
NFG
315
Next Financial Group
Texas
$76K +$70.9K +5,917 +750%
SWM
316
Spire Wealth Management
Virginia
$72K
TF
317
Tompkins Financial
New York
$71K +$75.6K +6,312 New
SPIA
318
Steward Partners Investment Advisory
New York
$70K
DAC
319
Dividend Assets Capital
South Carolina
$65K
BFEC
320
Benjamin F. Edwards & Company
Missouri
$63K
HWM
321
HighMark Wealth Management
Minnesota
$59K
TWA
322
TCI Wealth Advisors
Arizona
$59K
PI
323
PEAK6 Investments
Illinois
$56K +$10.6K +887 +22%
SIM
324
Sonora Investment Management
Arizona
$53K +$22K +1,841 +64%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$52K +$8.85K +739 +19%

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.