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MDU Resources

402 hedge funds and large institutions have $4.18B invested in MDU Resources in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,767% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $304K

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $3.82B → $4.18B (+$361M)

5% more funds holding

Funds holding: 384402 (+18)

0.27% more ownership

Funds ownership: 134.68%134.95% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 132

Holders
402
Holders Change
+18
Holders Change %
+4.69%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
56
Increased
131
Reduced
132
Closed
35
Calls
$8.72M
Puts
$304K
Net Calls
+$8.41M
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$30.7M -$810K -56,923 -3%
HRCM
27
Hood River Capital Management
Florida
$30.3M +$3.43M +241,193 +14%
MAP
28
Managed Asset Portfolios
Michigan
$29.6M -$137K -9,641 -0.5%
Citadel Advisors
29
Citadel Advisors
Florida
$28.9M +$27.1M +1,900,237 New
Franklin Resources
30
Franklin Resources
California
$27.1M -$11.4M -801,810 -32%
JAM
31
Jupiter Asset Management
United Kingdom
$26M +$13M +911,920 +114%
SAM
32
Silvercrest Asset Management
New York
$25.8M +$4.25M +298,732 +21%
JP Morgan Chase
33
JP Morgan Chase
New York
$23.4M +$5.37M +377,321 +32%
WCA
34
Waratah Capital Advisors
Ontario, Canada
$22.4M +$8.23M +578,235 +64%
AA
35
Ancora Advisors
Ohio
$21.9M -$2.06M -144,491 -9%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$20.4M -$3.15M -221,474 -14%
ACA
37
AYAL Capital Advisors
Ontario, Canada
$18.2M +$4.44M +311,783 +35%
NC
38
Nixon Capital
Texas
$16.7M +$285K +20,041 +2%
GIP
39
Granite Investment Partners
California
$16.5M +$15.5M +1,085,879 New
Victory Capital Management
40
Victory Capital Management
Texas
$15.5M -$6.31M -443,019 -30%
BFA
41
Bragg Financial Advisors
North Carolina
$15.2M +$122K +8,596 +0.9%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$15M -$224K -15,738 -2%
N
43
Nuveen
North Carolina
$14.8M -$4.72M -331,846 -25%
Bank of America
44
Bank of America
North Carolina
$14.6M +$1.42M +99,560 +12%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$14.5M -$532K -37,333 -4%
RRAM
46
River Road Asset Management
Kentucky
$13.2M -$37M -2,596,093 -75%
UBS AM
47
UBS AM
Illinois
$13.2M +$213K +14,947 +2%
Principal Financial Group
48
Principal Financial Group
Iowa
$12.9M -$5.31M -373,216 -30%
PCM
49
Portolan Capital Management
Massachusetts
$12.2M +$4.71M +330,810 +70%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$12.2M +$782K +54,931 +7%

MDU Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2024, worth a combined $4.18B — up 9.5% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 35 closed out — a net gain of 21 holders — while 131 added to existing stakes and 132 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.1M. The largest seller was Fidelity Investments, cutting an estimated $56.2M.

  • 402 institutional investors held MDU Resources (MDU) as of Q3 2024, up from 384 in Q2 2024.
  • Funds reported $4.18B of MDU Resources stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q3 2024 and 35 closed out, a net change of +21 holders.
  • The largest MDU Resources buyer in Q3 2024 was Citadel Advisors, an estimated $27.1M added.
  • The largest MDU Resources seller in Q3 2024 was Fidelity Investments, an estimated $56.2M sold.

Based on aggregated 13F filings for Q3 2024.