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MDU Resources

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 126.85%131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
301
American State Bank (Iowa)
Iowa
$33.5K
HWM
302
HighMark Wealth Management
Minnesota
$33.2K
CTC
303
Central Trust Company
Missouri
$31.3K -$1.04K -99 -3%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$31.1K
CSC
305
Caldwell Sutter Capital
California
$29.2K
QCG
306
Quadrant Capital Group
Ohio
$28.8K -$12.2K -1,155 -31%
GWSA
307
Global Wealth Strategies & Associates
Colorado
$27.6K -$2.84K -269 -10%
NCM
308
Northwest Capital Management
Oregon
$25.7K
QL
309
Quarry LP
New York
$25.4K +$24.5K +2,319 New
UB
310
UMB Bank
Missouri
$25.2K
SN
311
Sittner & Nelson
Oregon
$24.6K
CAM
312
Creekmur Asset Management
Illinois
$22.9K +$22K +2,085 New
ATC
313
Adirondack Trust Company
New York
$21.7K +$9.52K +902 +100%
LFG
314
Larson Financial Group
Missouri
$21.6K +$127 +12 +0.6%
HCP
315
Hexagon Capital Partners
Arkansas
$20.9K +$14.1K +1,332 +234%
CT
316
Caldwell Trust
Florida
$20.6K
BWM
317
BKM Wealth Management
Wisconsin
$20.5K +$19.7K +1,866 New
BTI
318
Blue Trust Inc
Georgia
$20K +$19.4K +1,835 +4,369%
HWA
319
Heritage Wealth Advisors
Virginia
$18.8K +$18.1K +1,715 New
GWM
320
Geneos Wealth Management
Colorado
$18.7K +$74 +7 +0.4%
CSB
321
City State Bank
Iowa
$18K -$3.81K -361 -18%
PA
322
Parallel Advisors
California
$18K -$1.26K -119 -7%
FCA
323
FinTrust Capital Advisors
South Carolina
$17.8K
S
324
SignatureFD
Georgia
$16.7K +$6.47K +613 +67%
DCBT
325
Dakota Community Bank & Trust
North Dakota
$16.7K

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.