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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
326
Tompkins Financial
New York
$57.9K -$3.06K -263 -5%
Point72 Asset Management
327
Point72 Asset Management
Connecticut
$56.1K -$5.92M -509,829 -99%
Nomura Asset Management
328
Nomura Asset Management
Japan
$54.3K -$11K -947 -17%
ASBI
329
American State Bank (Iowa)
Iowa
$51.5K
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$51.3K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$49K +$511 +44 +1%
BTI
332
Blue Trust Inc
Georgia
$48K +$6.69K +576 +16%
Lazard Asset Management
333
Lazard Asset Management
New York
$48K +$48.6K +4,182 New
SN
334
Sittner & Nelson
Oregon
$46.7K
CSC
335
Caldwell Sutter Capital
California
$45K +$14.5K +1,249 +47%
AF
336
Allworth Financial
California
$42.6K
GWSA
337
Global Wealth Strategies & Associates
Colorado
$42.5K
SCA
338
Stonebridge Capital Advisors
Minnesota
$40.4K
WIM
339
Westside Investment Management
California
$40.2K
CSB
340
City State Bank
Iowa
$35K
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$34.9K
S
342
SignatureFD
Georgia
$34.6K +$14K +1,202 +68%
FFA
343
Farther Finance Advisors
California
$34.6K +$25.2K +2,167 +266%
BAM
344
Belpointe Asset Management
Nevada
$32.6K +$12.2K +1,052 +60%
LFG
345
Larson Financial Group
Missouri
$32.5K +$244 +21 +0.8%
CT
346
Caldwell Trust
Florida
$31.7K
CCA
347
Column Capital Advisors
Indiana
$30.8K
AFS
348
Annapolis Financial Services
Maryland
$30.1K
UB
349
UMB Bank
Missouri
$29.4K
GWM
350
Geneos Wealth Management
Colorado
$28.4K +$116 +10 +0.4%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.