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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$30.1M +$18.1M +1,603,343 +167%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$29.9M +$4.27M +378,317 +17%
First Trust Advisors
28
First Trust Advisors
Illinois
$29.5M +$299K +26,549 +1%
Morgan Stanley
29
Morgan Stanley
New York
$28.6M -$2.41M -213,336 -8%
N
30
Nuveen
North Carolina
$24.4M -$2.77M -245,687 -11%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$22.2M +$684K +60,690 +3%
JP Morgan Chase
32
JP Morgan Chase
New York
$21.8M +$3.58M +317,717 +21%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$21.6M +$20.8M +1,840,920 New
Lazard Asset Management
34
Lazard Asset Management
New York
$21.5M -$13.5M -1,193,029 -39%
PPA
35
Parametric Portfolio Associates
Washington
$21.4M -$2.26M -200,131 -10%
Principal Financial Group
36
Principal Financial Group
Iowa
$21.3M -$260K -23,065 -1%
Wells Fargo
37
Wells Fargo
California
$21.3M -$9.15M -811,204 -31%
ProShare Advisors
38
ProShare Advisors
Maryland
$21.3M +$1.65M +146,295 +9%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$20.7M +$12.8M +1,139,368 +183%
AA
40
Ancora Advisors
Ohio
$20M +$3.65M +323,449 +23%
DDPIC
41
Deroy & Devereaux Private Investment Counsel
Michigan
$19.7M -$219K -19,427 -1%
Man Group
42
Man Group
United Kingdom
$19.6M -$1.83M -162,287 -9%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$17.9M +$1.67M +148,520 +11%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$17.8M +$39.3K +3,482 +0.2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$16.8M +$47.5K +4,213 +0.3%
CIA
46
CCM Investment Advisers
South Carolina
$16.3M +$118K +10,483 +0.8%
JGUA
47
John G. Ullman & Associates
New York
$16.2M -$86K -7,626 -0.5%
Renaissance Technologies
48
Renaissance Technologies
New York
$16.1M +$7.13M +631,962 +86%
MAP
49
Managed Asset Portfolios
Michigan
$15.8M +$3.6M +318,884 +31%
Bank of America
50
Bank of America
North Carolina
$15.7M +$30.8K +2,735 +0.2%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.