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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$27.7K +$17.2K +1,484 +164%
FCA
352
FinTrust Capital Advisors
South Carolina
$27.3K
DCBT
353
Dakota Community Bank & Trust
North Dakota
$25.6K
WP
354
WealthPLAN Partners
Nebraska
$24.6K +$24.7K +2,122 New
IA
355
IFP Advisors
Florida
$23.2K +$15.3K +1,315 +146%
CFGS
356
Concourse Financial Group Securities
Alabama
$21.8K -$86.2K -7,422 -80%
WT
357
Washington Trust
Rhode Island
$21.3K
GFWA
358
Grey Fox Wealth Advisors
Delaware
$19.9K
AF
359
Arrow Financial
New York
$18.3K
QL
360
Quarry LP
New York
$17.5K +$1.74K +150 +11%
CA
361
Crewe Advisors
Utah
$15.4K
AWM
362
Avior Wealth Management
Nebraska
$13.7K
FRA
363
Front Row Advisors
California
$13K
DAM
364
Delta Asset Management
Tennessee
$12.2K
MFA
365
McClarren Financial Advisors
Pennsylvania
$12K +$93 +8 +0.7%
DI
366
Disciplined Investments
Oklahoma
$10.7K +$9.04K +778 +537%
QCG
367
Quadrant Capital Group
Ohio
$9.94K -$1.93K -166 -16%
GIA
368
GHP Investment Advisors
Colorado
$9.42K
ST
369
Smithfield Trust
Pennsylvania
$9K
SHIM
370
Stone House Investment Management
Pennsylvania
$8.9K +$8.92K +768 New
MWM
371
Mascoma Wealth Management
New Hampshire
$8.77K
CFB
372
Cullen/Frost Bankers
Texas
$7.74K
GFPC
373
Global Financial Private Client
Florida
$7.67K
JWA
374
JFS Wealth Advisors
Pennsylvania
$6.4K -$35 -3 -0.5%
TAM
375
Tucker Asset Management
Colorado
$6.13K

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.