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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
51
Davidson Investment Advisors
Montana
$11M +$2.74M +292,850 +36%
Federated Hermes
52
Federated Hermes
Pennsylvania
$10.8M -$21.9M -2,348,611 -69%
AllianceBernstein
53
AllianceBernstein
Tennessee
$10.7M +$1.51M +161,225 +18%
UBS AM
54
UBS AM
Illinois
$9.97M +$1.28M +136,912 +16%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$9.58M +$467K +50,028 +6%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$9.56M -$2.14M -229,455 -19%
MAM
57
Martingale Asset Management
Massachusetts
$9.52M -$3.69M -394,491 -29%
Canada Life
58
Canada Life
Manitoba, Canada
$9.21M -$1.13M -120,682 -12%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$9.2M -$21.2K -2,265 -0.2%
MAP
60
Managed Asset Portfolios
Michigan
$9.17M +$1.15M +123,363 +16%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$9.04M +$5.26M +563,287 +166%
M&T Bank
62
M&T Bank
New York
$8.95M -$20.9K -2,235 -0.2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$8.81M -$19.9K -2,131 -0.2%
Bank of America
64
Bank of America
North Carolina
$8.25M +$1.08M +115,654 +16%
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.17M +$2.06M +220,624 +37%
MHI
66
Miller Howard Investments
New York
$7.72M -$231K -24,723 -3%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$7.18M -$135K -14,465 -2%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$7.16M +$281K +30,102 +4%
First Manhattan
69
First Manhattan
New York
$7.11M -$66.5K -7,116 -1%
AAMU
70
Amundi Asset Management US
Massachusetts
$6.42M +$739K +79,091 +14%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M -$555K -59,364 -9%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$6.19M -$492K -52,598 -8%
HAI
73
Hennessy Advisors Inc
California
$6.05M -$990K -105,984 -15%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$5.89M +$1.22M +130,159 +28%
RJA
75
Raymond James & Associates
Florida
$5.86M +$896K +95,928 +20%

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.