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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
351
Front Row Advisors
California
$7.6K
WT
352
Washington Trust
Rhode Island
$7.51K
SHIM
353
Stone House Investment Management
Pennsylvania
$7.36K
WIM
354
Westside Investment Management
California
$7.11K
ST
355
Smithfield Trust
Pennsylvania
$7K
CFB
356
Cullen/Frost Bankers
Texas
$6.4K
SIC
357
SJS Investment Consulting
Ohio
$6.1K +$4.3K +372 +572%
GI
358
GAMMA Investing
California
$6.1K +$3.71K +321 +277%
SAM
359
Smartleaf Asset Management
Massachusetts
$5.93K +$5.06K +437 New
FFO
360
Fortitude Family Office
Arizona
$5.34K
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$5.24K
PP
362
PrairieView Partners
Minnesota
$5K
Bessemer Group
363
Bessemer Group
New Jersey
$5K +$289 +25 +7%
CWAF
364
Core Wealth Advisors (Florida)
Florida
$3.23K
EWA
365
EverSource Wealth Advisors
Alabama
$3.19K +$2.7K +233 New
JWA
366
JFS Wealth Advisors
Pennsylvania
$3.1K
PWMG
367
Private Wealth Management Group
New Jersey
$3K
BIA
368
Bell Investment Advisors
California
$2.87K +$521 +45 +28%
DA
369
Denali Advisors
California
$2.8K
WIA
370
Wetzel Investment Advisors
Indiana
$2.64K
CBT
371
CoreFirst Bank & Trust
Kansas
$2.52K
LI
372
LRI Investments
Florida
$2.21K +$1.84K +159 New
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$2.19K
AWM
374
Atticus Wealth Management
Florida
$2.02K
CAL
375
Capital Advisors Ltd
Ohio
$2K -$3.46K -299 -66%

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.