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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$9.87K -$1.01K -88 -9%
ATC
327
Adirondack Trust Company
New York
$9.79K +$10.4K +903 New
AWM
328
Avior Wealth Management
Nebraska
$8.81K
SCA
329
Stonebridge Capital Advisors
Minnesota
$8.32K -$18.7K -1,625 -68%
MRCM
330
M&R Capital Management
New Jersey
$8.15K +$5.99K +520 +225%
MFA
331
McClarren Financial Advisors
Pennsylvania
$8K +$104 +9 +1%
SIS
332
Strategic Investment Solutions
Illinois
$7.86K +$7.73K +671 +6,100%
DAM
333
Delta Asset Management
Tennessee
$7.83K
Bessemer Group
334
Bessemer Group
New Jersey
$7K +$69 +6 +0.9%
CAL
335
Capital Advisors Ltd
Ohio
$7K +$368 +32 +6%
FIA
336
FNY Investment Advisers
New York
$7K +$8.31K +722 New
VWM
337
Venturi Wealth Management
Texas
$6.3K +$6.69K +581 New
HCP
338
Hexagon Capital Partners
Arkansas
$6.17K +$5.75K +499 +713%
ST
339
Smithfield Trust
Pennsylvania
$6K
FRA
340
Front Row Advisors
California
$5.91K
WT
341
Washington Trust
Rhode Island
$5.83K
SHIM
342
Stone House Investment Management
Pennsylvania
$5.72K
WIM
343
Westside Investment Management
California
$5.52K
CFB
344
Cullen/Frost Bankers
Texas
$4.97K -$20.8K -1,805 -80%
BCMLT
345
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.19K
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$4.07K +$4.32K +375 New
BIA
347
Bell Investment Advisors
California
$3.5K +$564 +49 +18%
CA
348
Clearstead Advisors
Ohio
$3.45K +$1.83K +159 +100%
IBOK
349
Independence Bank of Kentucky
Kentucky
$3.04K
PP
350
PrairieView Partners
Minnesota
$3K

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.