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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
301
Cullen/Frost Bankers
Texas
$130K +$9.94K +881 +9%
CFGS
302
Concourse Financial Group Securities
Alabama
$126K +$6.66K +591 +6%
AWM
303
Accel Wealth Management
Iowa
$125K +$29.9K +2,653 +33%
HPC
304
HM Payson & Co
Maine
$114K
BWM
305
BerganKDV Wealth Management
Minnesota
$105K
CA
306
CoreCap Advisors
Michigan
$105K +$101K +8,992 New
GI
307
GS Investments
Minnesota
$94K +$2.82K +250 +3%
PO
308
Private Ocean
California
$93K
C
309
Covestor
United Kingdom
$93K +$89.3K +7,921 New
PHK
310
Point72 Hong Kong
Hong Kong
$90K +$86.9K +7,708 New
SOW
311
State of Wyoming
Wyoming
$87K +$84K +7,450 New
TAIM
312
TD Ameritrade Investment Management
Nebraska
$82K +$67.1K +5,948 +568%
NFG
313
Next Financial Group
Texas
$79K
SWM
314
Spire Wealth Management
Virginia
$75K
TF
315
Tompkins Financial
New York
$74K
SPIA
316
Steward Partners Investment Advisory
New York
$73K
DAC
317
Dividend Assets Capital
South Carolina
$67K
BFEC
318
Benjamin F. Edwards & Company
Missouri
$65K
TWA
319
TCI Wealth Advisors
Arizona
$62K
HWM
320
HighMark Wealth Management
Minnesota
$61K
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$3.2K +284 +6%
ASBI
322
American State Bank (Iowa)
Iowa
$52.1K
IFAM
323
Institutional & Family Asset Management
Colorado
$52K
CT
324
Caldwell Trust
Florida
$51.3K
APA
325
American Portfolios Advisors
New York
$49.7K +$36.4K +3,224 +319%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.