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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$11.9M +$231K +19,893 +2%
Wells Fargo
52
Wells Fargo
California
$11.2M -$187K -16,056 -2%
Bank of Nova Scotia
53
Bank of Nova Scotia
Ontario, Canada
$11.1M +$313K +26,920 +3%
CM
54
Crestline Management
Texas
$10.6M +$10.6M +913,683 New
M&T Bank
55
M&T Bank
New York
$9.79M +$12.2K +1,052 +0.1%
AIG
56
American International Group
New York
$9.56M -$89.8K -7,727 -0.9%
Assenagon Asset Management
57
Assenagon Asset Management
Luxembourg
$9.53M -$1.31M -112,356 -12%
AllianceBernstein
58
AllianceBernstein
Tennessee
$8.98M -$146K -12,582 -2%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$8.9M -$5.8M -499,236 -39%
GC
60
Guggenheim Capital
Illinois
$8.55M -$258K -22,188 -3%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$8.54M
1M
62
13D Management
New York
$8.49M +$1.93M +165,683 +29%
GCM
63
Greenland Capital Management
New York
$8.47M -$199K -17,110 -2%
Goldman Sachs
64
Goldman Sachs
New York
$8.36M -$40.7M -3,500,193 -83%
BM
65
Bridger Management
New York
$8.31M
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$8.18M -$507K -43,619 -6%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$8.1M -$70.9K -6,101 -0.9%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$8.08M -$334K -28,724 -4%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$8.01M +$1.48M +127,368 +23%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.8M -$118K -10,151 -1%
SWM
71
Stockman Wealth Management
Montana
$7.42M +$42.1K +3,622 +0.6%
RJA
72
Raymond James & Associates
Florida
$7.3M -$180K -15,511 -2%
CS
73
Credit Suisse
Switzerland
$7.28M +$704K +60,555 +11%
BFA
74
Bragg Financial Advisors
North Carolina
$7.05M +$7.07M +608,379 New
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
$7M

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.