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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$26.9M -$2.59M -277,037 -9%
Man Group
27
Man Group
United Kingdom
$25.1M -$6.54M -699,344 -22%
JP Morgan Chase
28
JP Morgan Chase
New York
$24M +$406K +43,465 +2%
N
29
Nuveen
North Carolina
$23.8M -$1.06M -113,432 -5%
Wells Fargo
30
Wells Fargo
California
$22.5M -$5.35M -572,339 -20%
AA
31
Ancora Advisors
Ohio
$21.7M +$3.08M +329,577 +18%
Invesco
32
Invesco
Georgia
$20.9M +$754K +80,726 +4%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$20.3M -$4.75M -508,094 -20%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$18.2M -$6.58M -704,022 -28%
HA
35
Heartland Advisors
Wisconsin
$17.2M +$5.46M +584,733 +52%
Morgan Stanley
36
Morgan Stanley
New York
$17M +$1.87M +199,827 +13%
ProShare Advisors
37
ProShare Advisors
Maryland
$16.5M -$661K -70,741 -4%
JGUA
38
John G. Ullman & Associates
New York
$16.2M +$660K +70,612 +5%
Principal Financial Group
39
Principal Financial Group
Iowa
$15.7M -$66.8K -7,151 -0.5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$14.5M +$562K +60,111 +4%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$13.8M -$10.3K -1,102 -0.1%
CIA
42
CCM Investment Advisers
South Carolina
$13.5M -$637K -68,133 -5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$13.2M +$873K +93,403 +8%
GC
44
Guggenheim Capital
Illinois
$13M -$2.31M -247,530 -16%
Macquarie Group
45
Macquarie Group
Australia
$12.8M -$555K -59,435 -4%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$12.8M +$519K +55,516 +5%
Legal & General Group
47
Legal & General Group
United Kingdom
$12.4M -$738K -79,004 -6%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$12.1M -$2.39M -255,738 -17%
Swiss National Bank
49
Swiss National Bank
Switzerland
$11.9M -$27K -2,892 -0.2%
Ameriprise
50
Ameriprise
Minnesota
$11.1M -$796K -85,161 -7%

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.