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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$2.76K -$1.07K -93 -27%
CWAF
352
Core Wealth Advisors (Florida)
Florida
$2.51K
EARNEST Partners
353
EARNEST Partners
Georgia
$2.37K
JFA
354
JNBA Financial Advisors
Minnesota
$2.04K
SFG
355
Steward Financial Group
Texas
$2K +$2.95K +256 New
CBT
356
CoreFirst Bank & Trust
Kansas
$1.96K
DA
357
Denali Advisors
California
$1.9K +$2.02K +175 New
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$1.7K -$104 -9 -5%
AWM
359
Atticus Wealth Management
Florida
$1.57K
RWPA
360
Richard W. Paul & Associates
Michigan
$1.37K
BAAM
361
Baker Avenue Asset Management
California
$1.27K +$1.35K +117 New
RTL
362
Red Tortoise LLC
Georgia
$1.21K
TAM
363
Tucker Asset Management
Colorado
$1.18K -$2.94K -255 -70%
TFG
364
Team Financial Group
California
$1.02K +$1.08K +94 New
SIC
365
SJS Investment Consulting
Ohio
$960 -$46 -4 -4%
LC
366
Lindbrook Capital
California
$940 -$1.16K -101 -54%
FHA
367
First Horizon Advisors
Tennessee
$881
PWMG
368
Prestige Wealth Management Group
New Jersey
$828
EWA
369
EverSource Wealth Advisors
Alabama
$764 +$518 +45 +180%
PFBT
370
Parkside Financial Bank & Trust
Missouri
$607
MCM
371
Manchester Capital Management
Vermont
$588
VCM
372
Versant Capital Management
Arizona
$509
GRP
373
Global Retirement Partners
California
$416 -$518 -45 -53%
TWP
374
TFO Wealth Partners
Ohio
$209
WT
375
Whittier Trust
California
$156 +$161 +14 New

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.