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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$29.7M -$3.64M -304,109 -10%
First Trust Advisors
27
First Trust Advisors
Illinois
$28.1M -$119K -9,910 -0.4%
Goldman Sachs
28
Goldman Sachs
New York
$28.1M -$53M -4,426,186 -64%
N
29
Nuveen
North Carolina
$26.2M +$1.05M +87,389 +4%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$24.5M -$3.23M -269,974 -11%
PPA
31
Parametric Portfolio Associates
Washington
$22.9M -$8.92M -744,647 -27%
Principal Financial Group
32
Principal Financial Group
Iowa
$20.8M -$5.16K -431 -0%
Man Group
33
Man Group
United Kingdom
$20.7M -$436K -36,414 -2%
DRZID
34
DePrince Race & Zollo Inc (DRZ)
Florida
$20.6M -$5.57M -464,848 -20%
DDPIC
35
Deroy & Devereaux Private Investment Counsel
Michigan
$19.2M +$20.3M +1,699,253 New
ProShare Advisors
36
ProShare Advisors
Maryland
$18.8M +$1.52M +126,945 +8%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$17.7M +$2.73M +227,580 +17%
JP Morgan Chase
38
JP Morgan Chase
New York
$17.4M -$371K -31,007 -2%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$17.1M +$2.66M +222,136 +17%
Millennium Management
40
Millennium Management
New York
$16.4M -$12.2M -1,020,597 -41%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$16.1M +$140K +11,666 +0.8%
JGUA
42
John G. Ullman & Associates
New York
$15.7M -$138K -11,485 -0.8%
AA
43
Ancora Advisors
Ohio
$15.6M -$2.3M -192,439 -12%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$15.6M -$36 -3 -0%
CIA
45
CCM Investment Advisers
South Carolina
$15.6M -$23K -1,920 -0.1%
Bank of America
46
Bank of America
North Carolina
$15M +$5.42M +452,206 +51%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$14.6M +$622K +51,917 +4%
Macquarie Group
48
Macquarie Group
Australia
$14.3M -$53.5K -4,471 -0.4%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$14.1M -$285K -23,795 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$13.2M +$81.9K +6,838 +0.6%

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.