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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
401
HSBC Holdings
United Kingdom
-$1.27M -115,865 Closed
OTL
402
Oak Thistle LLC
New York
-$1.11M -101,219 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
403
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$988K -90,070 Closed
Renaissance Technologies
404
Renaissance Technologies
New York
-$930K -84,745 Closed
PMEF
405
Point72 Middle East FZE
United Arab Emirates
-$910K -82,949 Closed
ETC
406
Exchange Traded Concepts
Oklahoma
-$565K -51,479 Closed
PE
407
Point72 Europe
United Kingdom
-$488K -44,482 Closed
FIB
408
First Interstate Bank
Montana
-$457K -41,690 Closed
TC
409
TwinBeech Capital
New York
-$433K -39,465 Closed
GI
410
Gradient Investments
Minnesota
-$407K -37,084 Closed
PHK
411
Point72 Hong Kong
Hong Kong
-$361K -32,912 Closed
NRD
412
Nebula Research & Development
New York
-$314K -28,604 Closed
BFM
413
Boothbay Fund Management
New York
-$304K -27,734 Closed
PTC
414
Petrus Trust Company
Texas
-$286K -26,111 Closed
OAM
415
Oxford Asset Management
United Kingdom
-$233K -21,220 Closed
GCM
416
Greenland Capital Management
New York
-$202K -18,411 Closed
SG Americas Securities
417
SG Americas Securities
New York
-$187K -17,021 Closed
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
-$141K -12,931 Closed
ASN
419
Advisory Services Network
Georgia
-$104K -9,458 Closed
FBC
420
Fairfield, Bush & Co
Connecticut
-$92.3K -8,419 Closed
PS
421
Planned Solutions
California
-$65.8K -6,002 Closed
Lazard Asset Management
422
Lazard Asset Management
New York
-$59K -5,388 Closed
DAC
423
Dividend Assets Capital
South Carolina
-$43K -3,935 Closed
ASBI
424
American State Bank (Iowa)
Iowa
-$33.5K -3,052 Closed
QL
425
Quarry LP
New York
-$25.4K -2,319 Closed

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.