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MDU Resources

393 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.84M

2% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 133

0.9% more ownership

Funds ownership: 182.16%183.06% (+0.9%)

0% less capital invested

Capital invested by funds: $4.38B → $4.38B (-$155K)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 398393 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
393
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
136
Reduced
133
Closed
46
Calls
$15.4M
Puts
$3.84M
Net Calls
+$11.5M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$29.4M +$25.2M +2,012,146 +439%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$29.1M -$5.93M -473,124 -16%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$27.3M +$15M +1,196,819 +109%
N
29
Nuveen
North Carolina
$26.7M -$677K -53,984 -2%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$26.5M +$9.8M +782,246 +54%
Invesco
31
Invesco
Georgia
$25.5M +$5.44M +434,067 +25%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$23M +$19.5M +1,555,032 +425%
Man Group
33
Man Group
United Kingdom
$22.2M -$44.8K -3,571 -0.2%
Principal Financial Group
34
Principal Financial Group
Iowa
$22M +$358K +28,579 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$20.1M +$16.7M +1,330,658 +377%
AA
36
Ancora Advisors
Ohio
$18.8M -$6.95M -554,695 -26%
JP Morgan Chase
37
JP Morgan Chase
New York
$18.7M -$3.38M -269,550 -15%
ProShare Advisors
38
ProShare Advisors
Maryland
$18.4M -$280K -22,367 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$17.1M +$5.96M +475,105 +49%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$16.8M -$326K -25,972 -2%
JGUA
41
John G. Ullman & Associates
New York
$16.7M -$2.08M -166,056 -11%
CIA
42
CCM Investment Advisers
South Carolina
$16.5M -$241K -19,253 -1%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$16.5M +$12.6K +1,007 +0.1%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$15.9M +$3.03M +242,023 +22%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$15.5M +$10.6M +842,352 +186%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$15.4M +$568K +45,318 +4%
Macquarie Group
47
Macquarie Group
Australia
$15.2M -$211K -16,831 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$15.1M -$659K -52,543 -4%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$14.8M +$45.6K +3,637 +0.3%
HA
50
Heartland Advisors
Wisconsin
$14.3M -$5.35M -426,472 -26%

MDU Hedge Fund Activity: Q2 2021 in Review

393 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2021, worth a combined $4.38B — down 0% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MDU and 45 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.5M sold.

  • 393 institutional investors held MDU Resources (MDU) as of Q2 2021, down from 398 in Q1 2021.
  • Funds reported $4.38B of MDU Resources stock for Q2 2021, down 0% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q2 2021 and 46 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q2 2021 was Fidelity Investments, an estimated $89.9M added.
  • The largest MDU Resources seller in Q2 2021 was Parnassus Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2021.