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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
51
DePrince Race & Zollo Inc (DRZ)
Florida
$13.2M +$12M +1,097,756 New
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$13.2M -$1.23M -112,422 -9%
Bank of America
53
Bank of America
North Carolina
$13M +$2.82M +258,552 +31%
DIA
54
Davidson Investment Advisors
Montana
$12.8M -$392K -35,976 -3%
ACG
55
Aventail Capital Group
New York
$12.5M +$6.93M +636,243 +158%
Federated Hermes
56
Federated Hermes
Pennsylvania
$12.1M -$729K -66,862 -6%
MAP
57
Managed Asset Portfolios
Michigan
$11.7M +$648K +59,472 +6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$11.6M +$58.1K +5,328 +0.6%
CSS
59
Cubist Systematic Strategies
Connecticut
$11.6M +$4.43M +406,398 +73%
UBS AM
60
UBS AM
Illinois
$11.3M -$618K -56,661 -6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$11M -$43.5K -3,992 -0.4%
American Century Companies
62
American Century Companies
Missouri
$10.7M +$9.68M +888,593 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$10.4M -$2.22M -204,097 -19%
M&T Bank
64
M&T Bank
New York
$10.3M -$370K -33,954 -4%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$9.87M -$637K -58,462 -7%
HHAM
66
HITE Hedge Asset Management
Massachusetts
$9.85M +$8.93M +819,567 New
MHI
67
Miller Howard Investments
New York
$9.52M +$233K +21,386 +3%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$9.29M -$13.7M -1,255,244 -62%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$8.86M +$222K +20,406 +3%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$8.69M +$85.6K +7,856 +1%
BIA
71
Barry Investment Advisors
Massachusetts
$8.67M +$7.86M +721,583 New
AAMU
72
Amundi Asset Management US
Massachusetts
$8.54M +$767K +70,365 +11%
First Manhattan
73
First Manhattan
New York
$8.54M
GF
74
Goodman Financial
Texas
$8.41M +$7.62M +699,397 New
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$7.82M -$3.31M -303,897 -32%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.