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MDU Resources

398 hedge funds and large institutions have $2.94B invested in MDU Resources in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 51 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $168K

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

1% less funds holding

Funds holding: 402398 (-4)

30% less capital invested

Capital invested by funds: $4.18B → $2.94B (-$1.24B)

54.9% less ownership

Funds ownership: 134.95%80.05% (-55%)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

82% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 278

Holders
398
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
69
Increased
51
Reduced
278
Closed
68
Calls
$1.98M
Puts
$168K
Net Calls
+$1.81M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$19.7M -$30.1M -1,716,144 -61%
MAP
27
Managed Asset Portfolios
Michigan
$19.3M -$15.5M -882,900 -45%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$18.7M -$17.3M -984,385 -49%
SAM
29
Silvercrest Asset Management
New York
$17.8M -$12.4M -709,574 -42%
Principal Financial Group
30
Principal Financial Group
Iowa
$17.8M +$2.38M +135,813 +16%
Goldman Sachs
31
Goldman Sachs
New York
$17.3M +$5.55M +316,098 +49%
UBS Group
32
UBS Group
Switzerland
$14.2M +$9.68M +551,857 +232%
N
33
Nuveen
North Carolina
$13.7M -$3.75M -213,520 -22%
AA
34
Ancora Advisors
Ohio
$13.4M -$12.3M -698,667 -48%
Franklin Resources
35
Franklin Resources
California
$13M -$17.1M -974,180 -58%
Legal & General Group
36
Legal & General Group
United Kingdom
$12.5M -$1.39M -79,319 -10%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$12.5M +$6.66M +379,793 +122%
NC
38
Nixon Capital
Texas
$12.1M -$7.58M -432,314 -39%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$12.1M -$4.95M -282,307 -30%
Millennium Management
40
Millennium Management
New York
$11.9M +$1.25M +71,343 +12%
PAM
41
Panagora Asset Management
Massachusetts
$11.8M +$11.5M +654,383 New
BFA
42
Bragg Financial Advisors
North Carolina
$10.6M -$7.25M -413,026 -41%
Bank of America
43
Bank of America
North Carolina
$9.66M -$7.43M -423,370 -44%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$9.46M +$2.88M +164,000 +45%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.15M +$8.91M +507,934 New
Ameriprise
46
Ameriprise
Minnesota
$9.15M +$2.04M +116,041 +30%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.15M -$8.43M -480,755 -49%
JP Morgan Chase
48
JP Morgan Chase
New York
$8.86M -$18.5M -1,052,444 -68%
Citigroup
49
Citigroup
New York
$8.64M +$3.69M +210,259 +78%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$8.34M -$5.94M -338,854 -42%

MDU Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2024, worth a combined $2.94B — down 30% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MDU positions and 68 closed out — a net gain of 1 holder — while 51 added to existing stakes and 278 trimmed.

The largest buyer was Hennessy Advisors Inc, adding an estimated $32.1M. The largest seller was Vanguard Group, cutting an estimated $221M.

  • 398 institutional investors held MDU Resources (MDU) as of Q4 2024, down from 402 in Q3 2024.
  • Funds reported $2.94B of MDU Resources stock for Q4 2024, down 30% quarter-over-quarter.
  • 69 funds opened new MDU Resources positions in Q4 2024 and 68 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $32.1M added.
  • The largest MDU Resources seller in Q4 2024 was Vanguard Group, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2024.