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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Parallel Advisors
California
$20.6K -$6.94K -617 -26%
GWM
327
Geneos Wealth Management
Colorado
$19.6K -$8.55K -760 -31%
IA
328
IFP Advisors
Florida
$17.6K -$7.8K -694 -31%
DCBT
329
Dakota Community Bank & Trust
North Dakota
$17.6K -$7.8K -694 -31%
WP
330
WealthPLAN Partners
Nebraska
$16.9K -$7.48K -665 -31%
CFGS
331
Concourse Financial Group Securities
Alabama
$13.3K -$8.24K -733 -39%
AF
332
Arrow Financial
New York
$12.6K -$5.57K -495 -31%
S
333
SignatureFD
Georgia
$11.6K -$22.3K -1,984 -67%
AWM
334
Avior Wealth Management
Nebraska
$9.42K -$4.17K -371 -31%
DAM
335
Delta Asset Management
Tennessee
$8.38K -$3.71K -330 -31%
MFA
336
McClarren Financial Advisors
Pennsylvania
$8K -$3.82K -340 -31%
Bessemer Group
337
Bessemer Group
New Jersey
$8K +$3.23K +287 +78%
QCG
338
Quadrant Capital Group
Ohio
$7.79K -$2.09K -186 -22%
CAL
339
Capital Advisors Ltd
Ohio
$7K +$6.03K +536 +1,276%
VSQM
340
V-Square Quantitative Management
Illinois
$6.64K +$6.43K +572 New
WT
341
Washington Trust
Rhode Island
$6.24K -$14.6K -1,298 -71%
SHIM
342
Stone House Investment Management
Pennsylvania
$6.11K -$2.71K -241 -31%
FRA
343
Front Row Advisors
California
$6K -$6.48K -576 -52%
ST
344
Smithfield Trust
Pennsylvania
$6K -$2.74K -244 -31%
WIM
345
Westside Investment Management
California
$5.91K -$33.3K -2,957 -85%
TAM
346
Tucker Asset Management
Colorado
$4.21K -$1.87K -166 -31%
BCMLT
347
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.19K -$1.86K -165 -31%
JWA
348
JFS Wealth Advisors
Pennsylvania
$4.04K -$2.29K -204 -37%
TF
349
TimeScale Financial
Massachusetts
$3.97K -$1.7K -151 -31%
IBOK
350
Independence Bank of Kentucky
Kentucky
$3.25K +$3.15K +280 New

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.