We are live on ! Find out more
MDU icon

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
Mariner
426
Mariner
Kansas
-$413K -36,616 Closed
PAM
427
Panagora Asset Management
Massachusetts
-$388K -34,409 Closed
Truist Financial
428
Truist Financial
North Carolina
-$374K -33,052 Closed
JCIA
429
Jackson Creek Investment Advisors
Colorado
-$344K -30,457 Closed
DT
430
Diversified Trust
Tennessee
-$296K -26,194 Closed
CPC
431
Cookson Peirce & Co
Pennsylvania
-$267K -23,685 Closed
MPI
432
Mairs & Power Inc
Minnesota
-$235K -20,863 Closed
VPIM
433
Vanguard Personalized Indexing Management
California
-$224K -19,840 Closed
CB
434
Commerce Bank
Missouri
-$219K -19,401 Closed
FC
435
FORA Capital
Florida
-$215K -19,096 Closed
AWA
436
Arkadios Wealth Advisors
Georgia
-$121K -10,743 Closed
HA
437
Herold Advisors
New York
-$77K -6,838 Closed
BC
438
Bartlett & Co
Ohio
-$30K -2,630 Closed
BCWM
439
Bartlett & Co Wealth Management
Ohio
-$29.9K -2,630 Closed
CFA
440
Cahill Financial Advisors
Minnesota
-$17K -1,531 Closed
OSAM
441
O'Shaughnessy Asset Management
Connecticut
-$10K -857 Closed
KIG
442
Kowal Investment Group
Wisconsin
-$7K -608 Closed
AF
443
Allworth Financial
California
-$4.42K -392 -90%
GRP
444
Global Retirement Partners
California
-$4K -310 Closed
BFC
445
Bedel Financial Consulting
Indiana
-$3K -295 Closed
CI
446
CX Institutional
Indiana
-$2K -174 Closed
RTL
447
Red Tortoise LLC
Georgia
-$2K -163 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.