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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
PWMG
401
Prestige Wealth Management Group
New Jersey
$1.29K
Fuller & Thaler Asset Management
402
Fuller & Thaler Asset Management
California
$1.13K -$5.32K -458 -83%
GRP
403
Global Retirement Partners
California
$1K -$3.6K -310 -77%
MCM
404
Manchester Capital Management
Vermont
$915
VCM
405
Versant Capital Management
Arizona
$792
MFT
406
Moisand Fitzgerald Tamayo
Florida
$732
EWA
407
EverSource Wealth Advisors
Alabama
$427 +$430 +37 New
TWP
408
TFO Wealth Partners
Ohio
$305 -$430 -37 -59%
TFM
409
TFC Financial Management
Massachusetts
$214 +$209 +18 New
SIS
410
Strategic Investment Solutions
Illinois
$183 +$186 +16 New
OCAM
411
Owl Creek Asset Management
New York
-$32.3M -2,803,639 Closed
BIA
412
Barry Investment Advisors
Massachusetts
-$6.95M -598,028 Closed
Voloridge Investment Management
413
Voloridge Investment Management
Florida
-$6.45M -559,043 Closed
JFGLC
414
Johnson Financial Group LLC (Colorado)
Colorado
-$3.08M -267,407 Closed
AA
415
ALPS Advisors
Colorado
-$2.29M -198,430 Closed
BA
416
Bridgewater Associates
Connecticut
-$1.43M -124,196 Closed
Pacer Advisors
417
Pacer Advisors
Pennsylvania
-$1.42M -123,010 Closed
SSA
418
Schonfeld Strategic Advisors
New York
-$1.31M -113,172 Closed
DA
419
Duality Advisers
Florida
-$1.28M -111,186 Closed
EGM
420
Engineers Gate Manager
New York
-$1.17M -101,450 Closed
OQS
421
Occudo Quantitative Strategies
Florida
-$786K -68,109 Closed
DekaBank Deutsche Girozentrale
422
DekaBank Deutsche Girozentrale
Germany
-$656K -56,553 Closed
PMEF
423
Point72 Middle East FZE
United Arab Emirates
-$608K -52,679 Closed
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
-$460K -39,887 Closed
TF
425
TIAA FSB
Florida
-$448K -38,851 Closed

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.