We are live on ! Find out more
MDU icon

MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Profund Advisors
Maryland
-$223K -19,203 Closed
IWA
427
IVC Wealth Advisors
Pennsylvania
-$220K -19,001 Closed
DBIA
428
Dumont & Blake Investment Advisors
New Jersey
-$220K -18,983 Closed
KeyBank National Association
429
KeyBank National Association
Ohio
-$211K -18,180 Closed
MFG
430
MidWestOne Financial Group
Iowa
-$210K -18,091 Closed
PCMM
431
Piedmont Capital Management (Montana)
Montana
-$205K -17,723 Closed
ABLA
432
Alan B. Lancz & Associates
Ohio
-$153K -13,215 Closed
HBT
433
Hills Bank & Trust
Iowa
-$139K -11,966 Closed
AWM
434
Accel Wealth Management
Iowa
-$114K -9,794 Closed
ASN
435
Advisory Services Network
Georgia
-$106K -9,105 Closed
TWA
436
TCI Wealth Advisors
Arizona
-$61.4K -5,302 Closed
VCM
437
Vigilant Capital Management
Maine
-$61K -5,260 Closed
Point72 Asset Management
438
Point72 Asset Management
Connecticut
-$56.1K -4,839 Closed
BAM
439
Belpointe Asset Management
Nevada
-$32.6K -2,814 Closed
GFWA
440
Grey Fox Wealth Advisors
Delaware
-$19.9K -1,704 Closed
QL
441
Quarry LP
New York
-$17.5K -1,507 Closed
GIA
442
GHP Investment Advisors
Colorado
-$9.42K -813 Closed
MWM
443
Mascoma Wealth Management
New Hampshire
-$8.77K -789 Closed
GFPC
444
Global Financial Private Client
Florida
-$7.67K -665 Closed
HI
445
Harbour Investments
Wisconsin
-$5.62K -484 Closed
SC
446
Schubert & Co
Texas
-$5.06K -437 Closed
GWSG
447
GPS Wealth Strategies Group
Colorado
-$3.05K -263 Closed
MAM
448
Meeder Asset Management
Ohio
-$2.1K -181 Closed
Fuller & Thaler Asset Management
449
Fuller & Thaler Asset Management
California
-$1.13K -97 Closed
TFM
450
TFC Financial Management
Massachusetts
-$214 -18 Closed

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.