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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$5K +$1.79K +192 +48%
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$5K +$5.04K +539 New
RIM
353
Rockbridge Investment Management
New York
$4K
EIP
354
Ellis Investment Partners
Pennsylvania
$4K +$47 +5 +1%
TF
355
TimeScale Financial
Massachusetts
$4K +$56 +6 +1%
PA
356
Parallel Advisors
California
$3K -$1.94K -208 -44%
EARNEST Partners
357
EARNEST Partners
Georgia
$3K
FHC
358
First Horizon Corporation
Tennessee
$3K
PCG
359
Private Capital Group
Connecticut
$3K
GRP
360
Global Retirement Partners
California
$3K +$19 +2 +0.6%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$3K +$542 +58 +25%
CI
362
CX Institutional
Indiana
$2K
LC
363
Lindbrook Capital
California
$2K
M
364
MOTCO
Texas
$2K
HWA
365
Heritage Wealth Advisors
Virginia
$2K +$1.57K +168 New
DA
366
Denali Advisors
California
$2K +$1.96K +210 New
ADIM
367
Alpha DNA Investment Management
Maryland
$2K +$2.49K +266 New
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
369
Glassman Wealth Services
Virginia
$1K
PWMG
370
Prestige Wealth Management Group
New Jersey
$1K
VCM
371
Versant Capital Management
Arizona
$1K
IA
372
Inspire Advisors
Idaho
$1K +$635 +68 New
AW
373
Avion Wealth
Texas
$1K +$963 +103 New
FHA
374
First Horizon Advisors
Tennessee
$1K +$1.1K +118 New
American Century Companies
375
American Century Companies
Missouri
-$6.04M -706,342 Closed

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.