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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
AUA Capital Management
Pennsylvania
$7K +$1.66K +152 +33%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$5K -$1K -92 -16%
TF
378
TimeScale Financial
Massachusetts
$5K +$22 +2 +0.5%
EIP
379
Ellis Investment Partners
Pennsylvania
$5K +$33 +3 +0.8%
PA
380
Parallel Advisors
California
$5K +$1.46K +134 +52%
EARNEST Partners
381
EARNEST Partners
Georgia
$4K
GRP
382
Global Retirement Partners
California
$4K
PCG
383
Private Capital Group
Connecticut
$4K
ADIM
384
Alpha DNA Investment Management
Maryland
$4K +$970 +89 +33%
DA
385
Denali Advisors
California
$3K
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$3K
HWA
387
Heritage Wealth Advisors
Virginia
$2.02K
CI
388
CX Institutional
Indiana
$2K
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LC
390
Lindbrook Capital
California
$2K
Nisa Investment Advisors
391
Nisa Investment Advisors
Missouri
$1.78K
BBHC
392
Brown Brothers Harriman & Co
New York
$1.46K -$259K -23,732 -16%
IA
393
IFP Advisors
Florida
$1K -$63.5K -5,822 -99%
AW
394
Avion Wealth
Texas
$1K
FHA
395
First Horizon Advisors
Tennessee
$1K
PWMG
396
Prestige Wealth Management Group
New Jersey
$1K
VCM
397
Versant Capital Management
Arizona
$1K
Skandinaviska Enskilda Banken (SEB)
398
Skandinaviska Enskilda Banken (SEB)
Sweden
-$5.82M -581,468 Closed
SSA
399
Schonfeld Strategic Advisors
New York
-$5.23M -521,790 Closed
PI
400
PineBridge Investments
New York
-$4.26M -425,847 Closed

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.