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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
351
Bell Investment Advisors
California
$3.18K -$799 -71 -21%
PP
352
PrairieView Partners
Minnesota
$3K -$1.62K -144 -31%
MRCM
353
M&R Capital Management
New Jersey
$2.69K -$832 -74 -24%
CWAF
354
Core Wealth Advisors (Florida)
Florida
$2.68K -$1.19K -106 -31%
EARNEST Partners
355
EARNEST Partners
Georgia
$2.53K -$1.13K -100 -31%
LC
356
Lindbrook Capital
California
$2.18K -$1.73K -154 -45%
JFA
357
JNBA Financial Advisors
Minnesota
$2.18K -$967 -86 -31%
CBT
358
CoreFirst Bank & Trust
Kansas
$2.09K -$922 -82 -31%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$1.93K -$855 -76 -31%
CA
360
Clearstead Advisors
Ohio
$1.84K -$810 -72 -31%
AWM
361
Atticus Wealth Management
Florida
$1.68K -$742 -66 -31%
RWPA
362
Richard W. Paul & Associates
Michigan
$1.47K -$652 -58 -32%
RTL
363
Red Tortoise LLC
Georgia
$1.3K -$574 -51 -31%
SIC
364
SJS Investment Consulting
Ohio
$1.07K -$619 -55 -37%
DI
365
Disciplined Investments
Oklahoma
$1.05K -$9.37K -833 -90%
BTI
366
Blue Trust Inc
Georgia
$1K -$46.1K -4,098 -98%
GRP
367
Global Retirement Partners
California
$984 -$79 -7 -8%
FHA
368
First Horizon Advisors
Tennessee
$942 -$416 -37 -31%
PWMG
369
Prestige Wealth Management Group
New Jersey
$889 -$382 -34 -31%
HCP
370
Hexagon Capital Partners
Arkansas
$817 -$720 -64 -48%
FCAG
371
First Capital Advisors Group
New Jersey
$712 +$686 +61 New
PFBT
372
Parkside Financial Bank & Trust
Missouri
$650 +$630 +56 New
MCM
373
Manchester Capital Management
Vermont
$629 -$281 -25 -32%
VCM
374
Versant Capital Management
Arizona
$544 -$236 -21 -31%
MFT
375
Moisand Fitzgerald Tamayo
Florida
$503 -$225 -20 -32%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.