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MDU Resources
MDU

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374 → 392 (+18)

1.66% more ownership

Funds ownership: 131.21% → 132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.4M
2
HVCM
HG Vora Capital Management
New York
+$26.1M
3
American Century Companies
American Century Companies
Missouri
+$23.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$15.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
JGC
J. Goldman & Co
New York
-$36.5M
3
Franklin Resources
Franklin Resources
California
-$33.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$31.5M
5
Millennium Management
Millennium Management
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
5NCM
26
59 North Capital Management
Texas
$29.2M -$8.89M -768,509 -27%
MAP
27
Managed Asset Portfolios
Michigan
$28.9M +$174K +15,014 +0.7%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$27.2M +$22.6M +1,950,945 New
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$26.8M -$3.54M -306,202 -16%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$23.7M -$2.6M -224,361 -12%
Bank of America
31
Bank of America
North Carolina
$23.7M +$3.45M +298,386 +21%
AA
32
Ancora Advisors
Ohio
$22.4M +$824K +71,243 +5%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$20.1M +$15.3M +1,326,145 +1,178%
Pzena Investment Management
34
Pzena Investment Management
New York
$20M -$2.82K -244 -0%
Principal Financial Group
35
Principal Financial Group
Iowa
$19.3M +$398K +34,437 +3%
Millennium Management
36
Millennium Management
New York
$18.2M -$13.2M -1,145,030 -47%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$17.6M -$4.18M -361,000 -22%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$15.8M +$13M +1,127,042 +22,300%
Two Sigma Investments
39
Two Sigma Investments
New York
$15.3M -$7.5M -648,421 -37%
JP Morgan Chase
40
JP Morgan Chase
New York
$15M -$1.41M -121,821 -10%
ACA
41
AYAL Capital Advisors
Ontario, Canada
$14.9M +$1.21M +104,903 +11%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$14.6M -$809K -69,944 -6%
N
43
Nuveen
North Carolina
$13.9M -$723K -62,442 -6%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$13.8M -$5.71K -493 -0%
Legal & General Group
45
Legal & General Group
United Kingdom
$12.1M -$297K -25,696 -3%
BFA
46
Bragg Financial Advisors
North Carolina
$11.6M +$3.17M +274,315 +50%
Macquarie Group
47
Macquarie Group
Australia
$10.6M -$167K -14,440 -2%
Man Group
48
Man Group
United Kingdom
$10.5M -$3.93M -339,276 -31%
JGUA
49
John G. Ullman & Associates
New York
$10.4M -$74.1K -6,404 -0.9%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$10.1M +$1.22M +105,087 +17%
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MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.