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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
401
Glassman Wealth Services
Virginia
$1K +$1.33K +118 New
SWA
402
Sutton Wealth Advisors
Florida
$771 +$744 +66 New
WIM
403
Westside Investment Management
California
$8 +$8.37K +742 New
Mackenzie Financial
404
Mackenzie Financial
Ontario, Canada
-$14.6M -1,293,359 Closed
SCM
405
SIR Capital Management
New York
-$8.05M -713,803 Closed
State of Tennessee, Department of Treasury
406
State of Tennessee, Department of Treasury
Tennessee
-$6.58M -583,474 Closed
Point72 Asset Management
407
Point72 Asset Management
Connecticut
-$5.04M -447,080 Closed
HHAM
408
HITE Hedge Asset Management
Massachusetts
-$4.04M -358,309 Closed
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
-$3.41M -301,895 Closed
ZIM
410
Zacks Investment Management
Illinois
-$3.32M -294,116 Closed
DCM
411
Dupont Capital Management
Delaware
-$3.1M -275,260 Closed
ACG
412
Aventail Capital Group
New York
-$2.87M -254,273 Closed
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
-$2.81M -249,403 Closed
HF
414
HRT Financial
New York
-$2.77M -245,639 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.99M -176,465 Closed
Massachusetts Financial Services
416
Massachusetts Financial Services
Massachusetts
-$1.27M -112,320 Closed
EP
417
Edgestream Partners
New Jersey
-$1.13M -99,752 Closed
PAMP
418
Polar Asset Management Partners
Ontario, Canada
-$852K -75,499 Closed
Acadian Asset Management
419
Acadian Asset Management
Massachusetts
-$840K -74,636 Closed
Jane Street
420
Jane Street
New York
-$728K -64,603 Closed
CG
421
CFO4Life Group
Texas
-$624K -55,306 Closed
JG
422
Jefferies Group
New York
-$611K -54,176 Closed
GC
423
Globeflex Capital
California
-$519K -46,026 Closed
CCIA
424
Campbell & Co Investment Adviser
Maryland
-$461K -40,863 Closed
OLA
425
Oliver Luxxe Assets
New Jersey
-$452K -40,022 Closed

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.