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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
301
Leonteq Securities AG
Switzerland
$78.8K -$20.9K -1,805 -24%
CT
302
Colonial Trust
South Carolina
$75.6K
SWS
303
SYSTM Wealth Solutions
Illinois
$75.1K +$1.24K +107 +2%
QC
304
Quent Capital
New York
$67.2K +$833 +72 +2%
GCM
305
Gladius Capital Management
Illinois
$53.9K -$2.15K -186 -5%
PB
306
Pinnacle Bancorp
Nebraska
$53.7K
BONH
307
Bank of New Hampshire
New Hampshire
$50.9K
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$50.9K +$41.8K +3,610 New
BFEC
309
Benjamin F. Edwards & Company
Missouri
$50K -$2.3K -199 -5%
N
310
Natixis
France
$49.8K -$359 -31 -0.9%
Nomura Asset Management
311
Nomura Asset Management
Japan
$44.9K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$43.6K +$3.3K +285 +10%
HWM
313
HighMark Wealth Management
Minnesota
$42.3K
CTC
314
Central Trust Company
Missouri
$39.8K
PA
315
Parallel Advisors
California
$39.8K +$14K +1,211 +74%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$37.5K -$7.67K -663 -20%
CSC
317
Caldwell Sutter Capital
California
$37.2K
HCP
318
Hexagon Capital Partners
Arkansas
$36K +$7.84K +678 +36%
GWSA
319
Global Wealth Strategies & Associates
Colorado
$35.1K -$23 -2 -0.1%
NCM
320
Northwest Capital Management
Oregon
$32.8K
SN
321
Sittner & Nelson
Oregon
$31.3K
CAM
322
Creekmur Asset Management
Illinois
$29.3K +$139 +12 +0.6%
LFG
323
Larson Financial Group
Missouri
$27.7K +$150 +13 +0.7%
FFA
324
Farther Finance Advisors
California
$27.6K +$20.2K +1,745 +819%
CT
325
Caldwell Trust
Florida
$26.2K

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.