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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$27.4M +$19.2M +1,664,937 +194%
Invesco
27
Invesco
Georgia
$25.5M +$6.57M +570,856 +32%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$24.3M -$181K -15,710 -0.7%
MAP
29
Managed Asset Portfolios
Michigan
$22M +$6.23M +540,765 +36%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$21.1M +$1.93M +167,281 +9%
AA
31
Ancora Advisors
Ohio
$16.3M -$445K -38,627 -3%
Bank of America
32
Bank of America
North Carolina
$15.7M +$4.82M +418,680 +41%
Pzena Investment Management
33
Pzena Investment Management
New York
$15.6M
Principal Financial Group
34
Principal Financial Group
Iowa
$14.7M -$280K -24,299 -2%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$14.1M +$14M +1,219,097 +1,491%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$12.4M -$132K -11,448 -1%
Two Sigma Investments
37
Two Sigma Investments
New York
$11.8M +$5.68M +493,749 +84%
JP Morgan Chase
38
JP Morgan Chase
New York
$11.3M +$1.13M +97,884 +10%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$11M +$1.64M +142,757 +16%
N
40
Nuveen
North Carolina
$10.7M -$135K -11,763 -1%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$10.7M +$154K +13,369 +1%
American Century Companies
42
American Century Companies
Missouri
$10.4M +$10M +872,462 +986%
Renaissance Technologies
43
Renaissance Technologies
New York
$10.3M +$11M +951,867 New
Legal & General Group
44
Legal & General Group
United Kingdom
$9.86M -$128K -11,086 -1%
1M
45
13D Management
New York
$9.29M +$4.26M +370,386 +76%
HF
46
HRT Financial
New York
$8.91M +$5.77M +501,294 +157%
Man Group
47
Man Group
United Kingdom
$8.81M -$1.13M -98,230 Closed
Goldman Sachs
48
Goldman Sachs
New York
$8.76M -$3.61M -313,133 -28%
LSV Asset Management
49
LSV Asset Management
Illinois
$8.71M -$299K -25,992 -3%
Squarepoint
50
Squarepoint
New York
$8.48M +$8.54M +741,940 +1,856%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.