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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$40K -$17.7K -1,574 -31%
TF
302
Tompkins Financial
New York
$39.8K -$17.6K -1,567 -31%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$38.7K -$76.2K -6,778 -67%
IUHSA
304
Itau Unibanco Holding S.A.
Brazil
$38.7K +$37.5K +3,332 New
Nomura Asset Management
305
Nomura Asset Management
Japan
$37.3K -$16.5K -1,468 -31%
LSA
306
Leonteq Securities AG
Switzerland
$35.7K -$28.3K -2,512 -45%
ASBI
307
American State Bank (Iowa)
Iowa
$35.4K -$15.7K -1,395 -31%
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$35.3K -$15.6K -1,389 -31%
CTC
309
Central Trust Company
Missouri
$35.2K -$30.4K -2,701 -47%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$31.6K -$16.9K -1,502 -36%
CSC
311
Caldwell Sutter Capital
California
$30.9K -$13.7K -1,217 -31%
AF
312
Allworth Financial
California
$29.3K -$13K -1,154 -31%
GWSA
313
Global Wealth Strategies & Associates
Colorado
$29.2K -$12.9K -1,149 -31%
SCA
314
Stonebridge Capital Advisors
Minnesota
$27.7K -$12.3K -1,093 -31%
FCA
315
FinTrust Capital Advisors
South Carolina
$27.3K -$8.35K -742 -31%
NCM
316
Northwest Capital Management
Oregon
$27.2K +$26.4K +2,347 New
CFB
317
Cullen/Frost Bankers
Texas
$26.3K +$17.9K +1,595 +239%
SN
318
Sittner & Nelson
Oregon
$26K -$20.1K -1,789 -44%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$25.1K -$9.5K -845 -28%
CSB
320
City State Bank
Iowa
$23K -$12.1K -1,080 -36%
LFG
321
Larson Financial Group
Missouri
$22.5K -$9.72K -864 -31%
UB
322
UMB Bank
Missouri
$22.3K -$6.85K -609 -24%
CT
323
Caldwell Trust
Florida
$21.8K -$9.65K -858 -31%
CCA
324
Column Capital Advisors
Indiana
$21.2K -$9.38K -834 -31%
AFS
325
Annapolis Financial Services
Maryland
$20.7K -$9.17K -815 -31%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.