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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$67K
HWM
327
HighMark Wealth Management
Minnesota
$63K
TWA
328
TCI Wealth Advisors
Arizona
$63K
GWM
329
Geneos Wealth Management
Colorado
$60K +$87 +8 +0.2%
SFS
330
Sowell Financial Services
Arkansas
$60K +$14.8K +1,360 +41%
ASBI
331
American State Bank (Iowa)
Iowa
$53.5K
IFAM
332
Institutional & Family Asset Management
Colorado
$53K
CT
333
Caldwell Trust
Florida
$52.6K
AWA
334
Arkadios Wealth Advisors
Georgia
$52K +$47.6K +4,371 New
SN
335
Sittner & Nelson
Oregon
$48K +$28.7K +2,630 +188%
PB
336
Pinnacle Bancorp
Nebraska
$45K
TSW
337
Thompson Siegel & Walmsley
Virginia
$45K
LFG
338
Larson Financial Group
Missouri
$36K +$251 +23 +0.8%
SCA
339
Stonebridge Capital Advisors
Minnesota
$36K +$32.2K +2,959 New
SIM
340
Sonora Investment Management
Arizona
$35K -$8.6K -789 -21%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$34.2K -$436 -40 -1%
SFO
342
Standard Family Office
South Dakota
$34K -$68.3K -6,264 -69%
BC
343
Bartlett & Co
Ohio
$34K -$436 -40 -1%
CCA
344
Column Capital Advisors
Indiana
$32K
TCWM
345
Total Clarity Wealth Management
Illinois
$32K +$28.7K +2,630 New
AFS
346
Annapolis Financial Services
Maryland
$31K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$30K
FCA
348
FinTrust Capital Advisors
South Carolina
$28K
WT
349
Washington Trust
Rhode Island
$22K +$8.54K +784 +75%
ACM
350
Allred Capital Management
Texas
$20.4K +$18.5K +1,696 New

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.