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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Heartland Advisors
Wisconsin
$14.5M +$5.05M +447,869 +57%
Macquarie Group
52
Macquarie Group
Australia
$14.4M -$427K -37,870 -3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$13.8M -$793K -70,331 -6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$13.7M +$23.7K +2,103 +0.2%
AIA
55
Angeles Investment Advisors
California
$13.6M
HSBC Holdings
56
HSBC Holdings
United Kingdom
$13.6M +$6.5M +576,718 +99%
Legal & General Group
57
Legal & General Group
United Kingdom
$13.1M +$65.9K +5,844 +0.5%
DIA
58
Davidson Investment Advisors
Montana
$12.2M -$70.7K -6,267 -0.6%
UBS AM
59
UBS AM
Illinois
$11.5M -$1.28M -113,287 -10%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$11.1M +$10.7M +944,933 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$10.7M -$2.01M -178,083 -16%
AIG
62
American International Group
New York
$10.6M -$140K -12,427 -1%
M&T Bank
63
M&T Bank
New York
$10.1M -$530 -47 -0%
AllianceBernstein
64
AllianceBernstein
Tennessee
$9.96M +$97.5K +8,647 +1%
KCM
65
Kennedy Capital Management
Missouri
$9.83M -$367K -32,540 -4%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$9.77M +$704K +62,455 +8%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$9.53M +$537K +47,659 +6%
MHI
68
Miller Howard Investments
New York
$9.3M -$32K -2,835 -0.4%
First Manhattan
69
First Manhattan
New York
$9.16M +$949K +84,156 +12%
GF
70
Goodman Financial
Texas
$9M +$296K +26,286 +4%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.74M -$1.61M -143,016 -16%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$8.51M +$6.65M +589,836 +434%
BIA
73
Barry Investment Advisors
Massachusetts
$8.07M -$372K -33,026 -5%
DekaBank Deutsche Girozentrale
74
DekaBank Deutsche Girozentrale
Germany
$7.21M +$309K +27,385 +5%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$7.08M -$84.1K -7,455 -1%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.