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MDU Resources

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 126.85%131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sasco Capital
Connecticut
$26.9M -$3.6M -340,730 -12%
Millennium Management
27
Millennium Management
New York
$26.8M -$15.1M -1,428,802 -37%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$23.4M -$1.16M -110,019 -5%
MAP
29
Managed Asset Portfolios
Michigan
$22.6M +$357K +33,808 +2%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$21.2M -$185K -17,547 -0.9%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$21.1M +$6.57M +622,183 +48%
Two Sigma Investments
32
Two Sigma Investments
New York
$19.1M +$6.95M +658,870 +61%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$17.8M +$17.1M +1,624,500 New
AA
34
Ancora Advisors
Ohio
$16.8M +$359K +33,997 +2%
Pzena Investment Management
35
Pzena Investment Management
New York
$15.7M
Bank of America
36
Bank of America
North Carolina
$15.3M -$484K -45,899 -3%
Principal Financial Group
37
Principal Financial Group
Iowa
$14.8M -$66.7K -6,317 -0.5%
JP Morgan Chase
38
JP Morgan Chase
New York
$13.1M +$1.61M +152,219 +15%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$12.2M -$294K -27,874 -2%
Man Group
40
Man Group
United Kingdom
$12M +$11.5M +1,090,133 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$10.6M +1,003,439 +1,249%
N
42
Nuveen
North Carolina
$11.6M +$742K +70,330 +7%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$10.9M +$97.7K +9,253 +0.9%
ACA
44
AYAL Capital Advisors
Ontario, Canada
$10.6M +$10.2M +963,958 New
Legal & General Group
45
Legal & General Group
United Kingdom
$9.82M -$141K -13,318 -1%
Macquarie Group
46
Macquarie Group
Australia
$8.52M
JGUA
47
John G. Ullman & Associates
New York
$8.22M -$52.4K -4,964 -0.7%
Squarepoint
48
Squarepoint
New York
$7.82M -$732K -69,334 -9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$7.55M -$838K -79,420 -10%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$7.19M -$49.8K -4,722 -0.7%

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.