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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
326
UMB Bank
Missouri
$26.1K -$5.03K -435 -19%
ATC
327
Adirondack Trust Company
New York
$25.2K
AF
328
Allworth Financial
California
$24.6K +$7.19K +621 +55%
HWA
329
Heritage Wealth Advisors
Virginia
$23.9K
GWM
330
Geneos Wealth Management
Colorado
$23.9K +$58 +5 +0.3%
FCA
331
FinTrust Capital Advisors
South Carolina
$22.7K
CSB
332
City State Bank
Iowa
$22K
DCBT
333
Dakota Community Bank & Trust
North Dakota
$18.7K -$2.08K -180 -12%
RA
334
Rise Advisors
New York
$17.6K +$14.6K +1,258 New
AIM
335
Arcadia Investment Management
Michigan
$17.4K -$104K -8,971 -88%
GWP
336
Gen-Wealth Partners
Michigan
$15.5K +$12.9K +1,114 New
PS
337
Principal Securities
Iowa
$14.9K +$312 +27 +3%
CFGS
338
Concourse Financial Group Securities
Alabama
$14.8K
S
339
SignatureFD
Georgia
$14.3K -$5.8K -501 -33%
TPCW
340
TD Private Client Wealth
New York
$13.6K -$81 -7 -0.7%
Group One Trading
341
Group One Trading
Illinois
$12.4K +$10.3K +888 New
MFA
342
McClarren Financial Advisors
Pennsylvania
$11K +$69 +6 +0.8%
NCTC
343
New Covenant Trust Company
Indiana
$10.9K +$9K +778 New
IFAM
344
Institutional & Family Asset Management
Colorado
$10.8K +$69 +6 +0.8%
GJWM
345
Gilliland Jeter Wealth Management
Arkansas
$10.6K +$8.77K +758 New
GGI
346
Godsey & Gibb Inc
Virginia
$10.1K +$8.35K +722 New
QCG
347
Quadrant Capital Group
Ohio
$9.65K -$22.3K -1,930 -74%
MRCM
348
M&R Capital Management
New Jersey
$9.59K -$787 -68 -9%
VWM
349
Venturi Wealth Management
Texas
$8.62K +$417 +36 +6%
LC
350
Lindbrook Capital
California
$7.91K +$289 +25 +5%

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.