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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sasco Capital
Connecticut
$21.6M -$4.83M -429,751 -19%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$20.6M -$6.76M -601,067 -25%
Invesco
28
Invesco
Georgia
$20.6M -$11.4M -1,017,896 -36%
AA
29
Ancora Advisors
Ohio
$17.9M +$11.9M +1,055,048 +218%
MAP
30
Managed Asset Portfolios
Michigan
$17.2M -$394K -35,069 -2%
Pzena Investment Management
31
Pzena Investment Management
New York
$16.7M -$6.98M -620,714 -30%
Principal Financial Group
32
Principal Financial Group
Iowa
$16M -$8.28M -736,027 -35%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$13.4M -$5.03M -446,812 -28%
Goldman Sachs
34
Goldman Sachs
New York
$13M +$4.5M +399,990 +55%
GCM
35
Greenland Capital Management
New York
$12M +$3.45M +306,961 +42%
Bank of America
36
Bank of America
North Carolina
$11.9M -$4.16M -369,897 -27%
UBS AM
37
UBS AM
Illinois
$11.9M -$3.62M -321,495 -31%
N
38
Nuveen
North Carolina
$11.6M -$5.03M -447,406 -31%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$11.2M -$3.32M -295,146 -23%
JP Morgan Chase
40
JP Morgan Chase
New York
$11M -$8.16M -725,539 -43%
Legal & General Group
41
Legal & General Group
United Kingdom
$10.7M -$3.76M -334,678 -27%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$10.1M +$7.41M +659,150 +315%
AQR Capital Management
43
AQR Capital Management
Connecticut
$9.94M -$4.92M -437,739 -34%
LSV Asset Management
44
LSV Asset Management
Illinois
$9.62M -$4.57M -406,648 -33%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$9.44M -$1.63M -145,353 -15%
AIA
46
Angeles Investment Advisors
California
$9.24M -$4.1M -364,121 -31%
Macquarie Group
47
Macquarie Group
Australia
$9.16M -$4.07M -361,815 -31%
JGUA
48
John G. Ullman & Associates
New York
$8.84M -$3.53M -314,142 -29%
Swiss National Bank
49
Swiss National Bank
Switzerland
$8.82M -$4.43M -393,982 -34%
VC
50
Voss Capital
Texas
$8.27M +$6.54M +581,481 +442%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.