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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$169K
BCWM
302
Bartlett & Co Wealth Management
Ohio
$169K
ABLA
303
Alan B. Lancz & Associates
Ohio
$153K
Deutsche Bank
304
Deutsche Bank
Germany
$151K +$2.3K +198 +2%
GCM
305
Gladius Capital Management
Illinois
$145K +$47.8K +4,110 +49%
MFG
306
Mendota Financial Group
Wisconsin
$142K -$523 -45 -0.3%
HBT
307
Hills Bank & Trust
Iowa
$139K
N
308
Natixis
France
$126K -$22.2K -1,909 -15%
C
309
Covestor
United Kingdom
$118K +$24.4K +2,101 +26%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$117K +$39.1K +3,369 +50%
AWM
311
Accel Wealth Management
Iowa
$114K -$8.52K -733 -7%
HPC
312
HM Payson & Co
Maine
$113K
ASN
313
Advisory Services Network
Georgia
$106K
BWM
314
BerganKDV Wealth Management
Minnesota
$82.4K -$6.11K -526 -7%
QC
315
Quent Capital
New York
$81.1K +$2.32K +200 +3%
BONH
316
Bank of New Hampshire
New Hampshire
$74.8K -$61.1K -5,260 -45%
CTC
317
Central Trust Company
Missouri
$66.4K -$16.7K -1,436 -20%
DAC
318
Dividend Assets Capital
South Carolina
$66K
PB
319
Pinnacle Bancorp
Nebraska
$65K -$15.1K -1,297 -19%
LSA
320
Leonteq Securities AG
Switzerland
$64.8K
BFEC
321
Benjamin F. Edwards & Company
Missouri
$64K
TWA
322
TCI Wealth Advisors
Arizona
$61.4K
VCM
323
Vigilant Capital Management
Maine
$61K +$61.1K +5,260 New
HWM
324
HighMark Wealth Management
Minnesota
$60.3K
SPIA
325
Steward Partners Investment Advisory
New York
$58.2K +$10.7K +920 +22%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.