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MDU Resources

398 hedge funds and large institutions have $2.94B invested in MDU Resources in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 51 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $168K

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

1% less funds holding

Funds holding: 402398 (-4)

30% less capital invested

Capital invested by funds: $4.18B → $2.94B (-$1.24B)

54.9% less ownership

Funds ownership: 134.95%80.05% (-55%)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

82% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 278

Holders
398
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
69
Increased
51
Reduced
278
Closed
68
Calls
$1.98M
Puts
$168K
Net Calls
+$1.81M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$1.57K -$1.23K -70 -45%
AWM
377
Atticus Wealth Management
Florida
$1.44K -$1.12K -64 -44%
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$1.42K -$35 -2 -2%
RWPA
379
Richard W. Paul & Associates
Michigan
$1.26K -$982 -56 -44%
SIM
380
Synergy Investment Management
Florida
$1.14K +$1.1K +63 New
RTL
381
Red Tortoise LLC
Georgia
$1.12K -$877 -50 -45%
HGERS
382
Householder Group Estate & Retirement Specialist
Arizona
$1K -$807 -46 -45%
PMAM
383
Picton Mahoney Asset Management
Ontario, Canada
$1K -$614 -35 -44%
PAM
384
Parvin Asset Management
South Dakota
$901 +$877 +50 New
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$775 -$614 -35 -45%
FHA
386
First Horizon Advisors
Tennessee
$774 +$18 +1 +2%
PWMG
387
Prestige Wealth Management Group
New Jersey
$763 -$596 -34 -45%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$596 +$105 +6 +22%
SIC
389
SJS Investment Consulting
Ohio
$595 -$754 -43 -57%
AWM
390
Abound Wealth Management
Tennessee
$577 +$561 +32 New
WA
391
WPG Advisers
Maryland
$577 +$561 +32 New
NS
392
NBC Securities
Alabama
$291 -$509K -29,026 -100%
GRP
393
Global Retirement Partners
California
$252 -$193 -11 -44%
TIM
394
Thompson Investment Management
Wisconsin
$247 -$193 -11 -44%
GFPC
395
Global Financial Private Client
Florida
$216 +$211 +12 New
AWM
396
Avior Wealth Management
Nebraska
$180 -$140 -8 -44%
BGAI
397
Bruce G. Allen Investments
Colorado
$126 +$123 +7 New
PWM
398
Parkworth Wealth Management
California
$126 +$123 +7 New
SC
399
Sasco Capital
Connecticut
-$32.4M -2,136,851 Closed
WCA
400
Waratah Capital Advisors
Ontario, Canada
-$22.4M -1,477,109 Closed

MDU Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2024, worth a combined $2.94B — down 30% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MDU positions and 68 closed out — a net gain of 1 holder — while 51 added to existing stakes and 278 trimmed.

The largest buyer was Hennessy Advisors Inc, adding an estimated $32.1M. The largest seller was Vanguard Group, cutting an estimated $221M.

  • 398 institutional investors held MDU Resources (MDU) as of Q4 2024, down from 402 in Q3 2024.
  • Funds reported $2.94B of MDU Resources stock for Q4 2024, down 30% quarter-over-quarter.
  • 69 funds opened new MDU Resources positions in Q4 2024 and 68 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $32.1M added.
  • The largest MDU Resources seller in Q4 2024 was Vanguard Group, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2024.