We are live on ! Find out more
MDU icon

MDU Resources
MDU

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4.36% more ownership

Funds ownership: 126.85% → 131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376 → 374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.2M
2
American Century Companies
American Century Companies
Missouri
+$29.2M
3
RRAM
River Road Asset Management
Kentucky
+$18.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
ORIO
Old Republic International (ORI)
Illinois
-$28.3M
2
Millennium Management
Millennium Management
New York
-$15.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.48M
5
Renaissance Technologies
Renaissance Technologies
New York
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
376
LSV Asset Management
Illinois
– -$8.71M -803,406 Closed
LIP
377
Lighthouse Investment Partners
Florida
– -$6.8M -627,084 Closed
JF
378
Jump Financial
Illinois
– -$2.45M -225,567 Closed
Marshall Wace
379
Marshall Wace
United Kingdom
– -$1.81M -166,981 Closed
DFCM
380
Dark Forest Capital Management
Puerto Rico
– -$1.06M -97,638 Closed
CM
381
Capula Management
Cayman Islands
– -$916K -84,402 Closed
VC
382
Voss Capital
Texas
– -$711K -65,586 Closed
EP
383
Edgestream Partners
New Jersey
– -$699K -64,467 Closed
LFAS
384
Level Four Advisory Services
Texas
– -$497K -45,829 Closed
HSA
385
Hussman Strategic Advisors
Maryland
– -$490K -45,125 Closed
MF
386
Magnetar Financial
Illinois
– -$315K -29,032 Closed
CC
387
Centiva Capital
New York
– -$299K -27,546 Closed
Verition Fund Management
388
Verition Fund Management
Connecticut
– -$295K -27,169 Closed
WG
389
Winton Group
United Kingdom
– -$262K -24,171 Closed
VPIM
390
Vanguard Personalized Indexing Management
California
– -$233K -21,470 Closed
KAS
391
Kestra Advisory Services
Texas
– -$231K -21,270 Closed
OSAM
392
O'Shaughnessy Asset Management
Connecticut
– -$212K -19,514 Closed
PI
393
PEAK6 Investments
Illinois
– -$212K -19,508 Closed
SOW
394
State of Wyoming
Wyoming
– -$205K -18,888 Closed
MM
395
MQS Management
New York
– -$201K -18,541 Closed
GT
396
Greenleaf Trust
Michigan
– -$197K -18,149 Closed
NICM
397
Neo Ivy Capital Management
New York
– -$182K -16,750 Closed
KI
398
Kapitalo Investimentos
Brazil
– -$102K -9,382 Closed
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
– -$33K -3,040 Closed
AFS
400
Annapolis Financial Services
Maryland
– -$19.3K -1,783 Closed
13 14 15
16
17

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.