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MDU Resources

393 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.84M

2% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 133

0.9% more ownership

Funds ownership: 182.16%183.06% (+0.9%)

0% less capital invested

Capital invested by funds: $4.38B → $4.38B (-$155K)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 398393 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
393
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
136
Reduced
133
Closed
46
Calls
$15.4M
Puts
$3.84M
Net Calls
+$11.5M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$4K
PCG
377
Private Capital Group
Connecticut
$4K
BFC
378
Bedel Financial Consulting
Indiana
$4K +$3.7K +295 New
IA
379
IFP Advisors
Florida
$3K +$2.31K +184 +409%
HWA
380
Heritage Wealth Advisors
Virginia
$2.01K
CI
381
CX Institutional
Indiana
$2K
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LC
383
Lindbrook Capital
California
$2K
LWCFA
384
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.18K +174 New
Nisa Investment Advisors
385
Nisa Investment Advisors
Missouri
$1.8K +$39.5K +3,155 +2%
BBHC
386
Brown Brothers Harriman & Co
New York
$1.44K
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$1K -$4.98K -397 -80%
FHA
388
First Horizon Advisors
Tennessee
$1K
PWMG
389
Prestige Wealth Management Group
New Jersey
$1K
VCM
390
Versant Capital Management
Arizona
$1K
AW
391
Avion Wealth
Texas
$1K +$25 +2 +2%
MF
392
Magnetar Financial
Illinois
$471 +$496K +39,543 New
Parnassus Investments
393
Parnassus Investments
California
-$74.5M -6,198,323 Closed
Adage Capital Partners
394
Adage Capital Partners
Massachusetts
-$19M -1,577,931 Closed
KIA
395
KCM Investment Advisors
California
-$6.34M -527,292 Closed
CIBC World Market
396
CIBC World Market
Ontario, Canada
-$4.5M -373,993 Closed
MSL
397
Mackay Shields LLC
New York
-$4.38M -364,789 Closed
Canada Life
398
Canada Life
Manitoba, Canada
-$2.61M -217,705 Closed
CC
399
Coann Capital
Connecticut
-$2.46M -205,015 Closed
Franklin Resources
400
Franklin Resources
California
-$2.18M -181,162 Closed

MDU Hedge Fund Activity: Q2 2021 in Review

393 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2021, worth a combined $4.38B — down 0% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MDU and 45 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.5M sold.

  • 393 institutional investors held MDU Resources (MDU) as of Q2 2021, down from 398 in Q1 2021.
  • Funds reported $4.38B of MDU Resources stock for Q2 2021, down 0% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q2 2021 and 46 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q2 2021 was Fidelity Investments, an estimated $89.9M added.
  • The largest MDU Resources seller in Q2 2021 was Parnassus Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2021.