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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$27.6M -$856K -78,560 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$27.5M -$45.5M -4,170,619 -65%
AA
28
Ancora Advisors
Ohio
$25.6M -$405K -37,134 -2%
Man Group
29
Man Group
United Kingdom
$22.5M -$6.94M -636,853 -25%
JP Morgan Chase
30
JP Morgan Chase
New York
$22.1M -$6.03M -553,257 -23%
Principal Financial Group
31
Principal Financial Group
Iowa
$21.8M +$2.74M +251,454 +16%
Morgan Stanley
32
Morgan Stanley
New York
$21.6M +$1.08M +98,907 +6%
Invesco
33
Invesco
Georgia
$20.5M -$4.18M -383,610 -18%
HA
34
Heartland Advisors
Wisconsin
$19.6M -$936K -85,913 -5%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$19M +$17.2M +1,577,931 New
JGUA
36
John G. Ullman & Associates
New York
$18.8M -$527K -48,390 -3%
ProShare Advisors
37
ProShare Advisors
Maryland
$18.8M -$944K -86,613 -5%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$17.3M +$5.86M +537,538 +60%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$17.3M -$49.6K -4,555 -0.3%
CIA
40
CCM Investment Advisers
South Carolina
$16.8M +$553K +50,749 +4%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$16.6M +$10.1K +931 +0.1%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$15.9M +$55K +5,050 +0.4%
Macquarie Group
43
Macquarie Group
Australia
$15.5M +$120K +11,024 +0.9%
Legal & General Group
44
Legal & General Group
United Kingdom
$15.4M +$443K +40,682 +3%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$15M -$251K -23,027 -2%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$14.9M +$12.9M +1,181,628 +2,103%
GC
47
Guggenheim Capital
Illinois
$14.6M -$935K -85,834 -7%
Swiss National Bank
48
Swiss National Bank
Switzerland
$14.5M +$135K +12,360 +1%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M +$3.75M +344,171 +42%
Ameriprise
50
Ameriprise
Minnesota
$13.4M +$11.7K +1,073 +0.1%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.