We are live on ! Find out more
MDU icon

MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Shell Asset Management
Netherlands
-$354K -30,512 Closed
Capstone Investment Advisors
402
Capstone Investment Advisors
New York
-$308K -26,552 Closed
FMC
403
First Merchants Corp
Indiana
-$301K -25,967 Closed
GC
404
Grimes & Company
Massachusetts
-$236K -20,335 Closed
I
405
InceptionR
California
-$230K -19,795 Closed
CC
406
Corton Capital
Ontario, Canada
-$220K -18,929 Closed
SCM
407
Shelton Capital Management
Colorado
-$214K -18,438 Closed
State of Tennessee, Department of Treasury
408
State of Tennessee, Department of Treasury
Tennessee
-$212K -18,261 Closed
HIM
409
Harbour Investment Management
Washington
-$212K -18,086 Closed
NYLIM
410
New York Life Investment Management
New York
-$205K -17,640 Closed
GC
411
Garde Capital
Washington
-$124K -10,678 Closed
FBC
412
Fairfield, Bush & Co
Connecticut
-$97.7K -8,419 Closed
IUHSA
413
Itau Unibanco Holding S.A.
Brazil
-$38.7K -3,332 Closed
WP
414
WealthPLAN Partners
Nebraska
-$16.9K -1,457 Closed
AF
415
Arrow Financial
New York
-$12.6K -1,083 Closed
VSQM
416
V-Square Quantitative Management
Illinois
-$6.64K -572 Closed
DI
417
Disciplined Investments
Oklahoma
-$1.05K -90 Closed
MFT
418
Moisand Fitzgerald Tamayo
Florida
-$503 -43 Closed
BTI
419
Blue Trust Inc
Georgia
-$391 -34 -45%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.