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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$293 -$135 -12 -32%
TWP
377
TFO Wealth Partners
Ohio
$209 -$90 -8 -31%
CA
378
Crewe Advisors
Utah
$147 -$14.8K -1,318 -99%
SIS
379
Strategic Investment Solutions
Illinois
$118 -$56 -5 -31%
SCM
380
Scopia Capital Management
New York
-$39.1M -3,377,169 Closed
DRZID
381
DePrince Race & Zollo Inc (DRZ)
Florida
-$24.1M -2,077,060 Closed
DIA
382
Davidson Investment Advisors
Montana
-$16.9M -1,457,048 Closed
HA
383
Heartland Advisors
Wisconsin
-$12.2M -1,051,954 Closed
CM
384
Crestline Management
Texas
-$10.6M -913,683 Closed
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
-$9.53M -822,618 Closed
BM
386
Bridger Management
New York
-$8.31M -717,433 Closed
PCM
387
Prelude Capital Management
New York
-$5.89M -508,112 Closed
Arrowstreet Capital
388
Arrowstreet Capital
Massachusetts
-$5.63M -485,372 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
-$3.86M -333,206 Closed
Marshall Wace
390
Marshall Wace
United Kingdom
-$3.42M -294,942 Closed
BFM
391
Boothbay Fund Management
New York
-$2.61M -225,252 Closed
PC
392
Pecaut & Co
Iowa
-$2.52M -217,491 Closed
CSS
393
Cubist Systematic Strategies
Connecticut
-$2.04M -176,094 Closed
Holocene Advisors
394
Holocene Advisors
New York
-$1.6M -138,014 Closed
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
-$1.18M -101,577 Closed
Axa
396
Axa
France
-$1.16M -99,673 Closed
WG
397
Winton Group
United Kingdom
-$1.05M -90,513 Closed
CG
398
Caprock Group
Idaho
-$869K -74,470 Closed
MC
399
Maverick Capital
Texas
-$772K -66,591 Closed
CP
400
CenterBook Partners
Connecticut
-$681K -58,762 Closed

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.