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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$33K
HWM
302
HighMark Wealth Management
Minnesota
$32.9K -$6.23K -541 -15%
CTC
303
Central Trust Company
Missouri
$32K -$933 -81 -3%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$30.8K -$5.77K -501 -15%
GWSA
305
Global Wealth Strategies & Associates
Colorado
$30.2K +$3.12K +271 +11%
CSC
306
Caldwell Sutter Capital
California
$28.9K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$26.8K +$3.54K +307 +14%
NCM
308
Northwest Capital Management
Oregon
$25.5K
UB
309
UMB Bank
Missouri
$25K +$4.34K +377 +20%
SN
310
Sittner & Nelson
Oregon
$24.3K
FFA
311
Farther Finance Advisors
California
$22.8K -$17.2K -1,496 -42%
LFG
312
Larson Financial Group
Missouri
$21.2K +$230 +20 +1%
CSB
313
City State Bank
Iowa
$21K
CT
314
Caldwell Trust
Florida
$20.4K
CCA
315
Column Capital Advisors
Indiana
$19.8K
AFS
316
Annapolis Financial Services
Maryland
$19.3K
PA
317
Parallel Advisors
California
$19.1K -$207 -18 -1%
GWM
318
Geneos Wealth Management
Colorado
$18.4K +$104 +9 +0.5%
FCA
319
FinTrust Capital Advisors
South Carolina
$17.6K
IA
320
IFP Advisors
Florida
$16.5K
DCBT
321
Dakota Community Bank & Trust
North Dakota
$16.5K
Simplex Trading
322
Simplex Trading
Illinois
$15K -$660K -57,359 -98%
CFGS
323
Concourse Financial Group Securities
Alabama
$12.9K +$518 +45 +4%
AF
324
Allworth Financial
California
$12.5K -$15.8K -1,371 -54%
TPCW
325
TD Private Client Wealth
New York
$10.7K +$11.3K +982 New

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.