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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.1K
TF
377
TimeScale Financial
Massachusetts
$5.74K +$58 +5 +1%
HI
378
Harbour Investments
Wisconsin
$5.62K -$1.35K -116 -19%
SC
379
Schubert & Co
Texas
$5.06K -$395 -34 -7%
PP
380
PrairieView Partners
Minnesota
$5K
Commonwealth Equity Services
381
Commonwealth Equity Services
Massachusetts
$4.26K +$86K +7,403 +2%
Bessemer Group
382
Bessemer Group
New Jersey
$4K -$116 -10 -3%
BIA
383
Bell Investment Advisors
California
$3.99K
LC
384
Lindbrook Capital
California
$3.96K +$2.51K +216 +171%
CWAF
385
Core Wealth Advisors (Florida)
Florida
$3.9K
EARNEST Partners
386
EARNEST Partners
Georgia
$3.69K
MRCM
387
M&R Capital Management
New Jersey
$3.55K -$58 -5 -2%
JFA
388
JNBA Financial Advisors
Minnesota
$3.17K
CBT
389
CoreFirst Bank & Trust
Kansas
$3.05K
GWSG
390
GPS Wealth Strategies Group
Colorado
$3.05K +$3.06K +263 New
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$2.8K
CA
392
Clearstead Advisors
Ohio
$2.68K +$2.68K +231 New
AWM
393
Atticus Wealth Management
Florida
$2.44K
RWPA
394
Richard W. Paul & Associates
Michigan
$2.13K
MAM
395
Meeder Asset Management
Ohio
$2.1K -$6.33K -545 -75%
RTL
396
Red Tortoise LLC
Georgia
$1.89K
AIP
397
Ahrens Investment Partners
Louisiana
$1.74K +$1.74K +150 New
SIC
398
SJS Investment Consulting
Ohio
$1.71K -$186 -16 -10%
HCP
399
Hexagon Capital Partners
Arkansas
$1.55K +$1.56K +134 New
FHA
400
First Horizon Advisors
Tennessee
$1.37K

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.