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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Washington Trust
Rhode Island
$21K
AF
352
Arrow Financial
New York
$19K
FPS
353
Fieldpoint Private Securities
Connecticut
$16K +$7.42K +658 +93%
QCG
354
Quadrant Capital Group
Ohio
$16K +$7.92K +702 +110%
BEI
355
Benjamin Edwards Inc
Missouri
$16K +$15.3K +1,357 New
PP
356
PrairieView Partners
Minnesota
$15K -$2.97K -263 -17%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$14K +$5.73K +508 +70%
DI
358
Disciplined Investments
Oklahoma
$14K +$13.9K +1,236 New
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$13.1K
AWM
360
Avior Wealth Management
Nebraska
$13K -$13.4K -1,184 -50%
MFA
361
McClarren Financial Advisors
Pennsylvania
$13K +$79 +7 +0.7%
Bessemer Group
362
Bessemer Group
New Jersey
$12K
DAM
363
Delta Asset Management
Tennessee
$12K
PA
364
Parallel Advisors
California
$11K +$5.85K +519 +132%
DFCM
365
Dark Forest Capital Management
Puerto Rico
$11K +$10.9K +968 New
OA
366
Operose Advisors
Wisconsin
$10K +$9.64K +855 New
FPWM
367
FSB Premier Wealth Management
Iowa
$10K +$9.99K +886 New
TWM
368
Tradition Wealth Management
Minnesota
$9K -$35.6K -3,156 -80%
POIA
369
Pin Oak Investment Advisors
Texas
$9K
ST
370
Smithfield Trust
Pennsylvania
$9K
CT
371
Cambridge Trust
Massachusetts
$9K +$8.6K +763 New
RPCONE
372
Retirement Planning Company of New England
Rhode Island
$9K +$8.9K +789 New
ST
373
Sageworth Trust
Pennsylvania
$8K -$25.6K -2,266 -77%
Manulife (Manufacturers Life Insurance)
374
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.85K -$84.3K -7,474 -1%
RIM
375
Rockbridge Investment Management
New York
$6K

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.