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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
326
American State Bank (Iowa)
Iowa
$50.2K
IFAM
327
Institutional & Family Asset Management
Colorado
$50K
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$53.5K +4,471 New
CT
329
Caldwell Trust
Florida
$49.4K
GWM
330
Geneos Wealth Management
Colorado
$49K +$96 +8 +0.2%
SN
331
Sittner & Nelson
Oregon
$45K
TWM
332
Tradition Wealth Management
Minnesota
$45K
CTC
333
Central Trust Company
Missouri
$44K +$3.22K +269 +7%
TSW
334
Thompson Siegel & Walmsley
Virginia
$42K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$41K +$7.93K +662 +23%
TCM
336
Tradewinds Capital Management
Washington
$36K +$251 +21 +0.7%
PB
337
Pinnacle Bancorp
Nebraska
$34K -$9.45K -789 -21%
ST
338
Sageworth Trust
Pennsylvania
$33K
BC
339
Bartlett & Co
Ohio
$30K -$2.36K -197 -7%
CCA
340
Column Capital Advisors
Indiana
$30K
LFG
341
Larson Financial Group
Missouri
$30K +$216 +18 +0.7%
TCWM
342
Total Clarity Wealth Management
Illinois
$30K +$31.5K +2,630 New
BCWM
343
Bartlett & Co Wealth Management
Ohio
$29.9K -$2.36K -197 -7%
AFS
344
Annapolis Financial Services
Maryland
$29K
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$29K +$30.5K +2,546 +2,546%
FCA
346
FinTrust Capital Advisors
South Carolina
$27K
1IA
347
1834 Investment Advisors
Wisconsin
$26K
AWM
348
Avior Wealth Management
Nebraska
$26K +$28.3K +2,367 New
SCA
349
Stonebridge Capital Advisors
Minnesota
$23K -$46.5K -3,879 -66%
WT
350
Washington Trust
Rhode Island
$21K

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.