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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$7.51M -$3.64M -323,254 -33%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$7.35M -$5.11M -454,137 -42%
Citadel Advisors
53
Citadel Advisors
Florida
$7.16M -$8.49M -754,531 -55%
Two Sigma Investments
54
Two Sigma Investments
New York
$6.85M +$1.98M +175,993 +42%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$6.71M +$6.04M +537,083 +1,306%
M&T Bank
56
M&T Bank
New York
$6.67M -$3.03M -269,685 -32%
AIG
57
American International Group
New York
$6.43M -$3.05M -270,757 -33%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$6.18M -$2.65M -235,203 -31%
AllianceBernstein
59
AllianceBernstein
Tennessee
$6.16M -$2.74M -243,182 -31%
GC
60
Guggenheim Capital
Illinois
$6.13M -$2.36M -209,441 -28%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$5.83M -$2.12M -188,109 -27%
1M
62
13D Management
New York
$5.63M -$2.77M -246,434 -34%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$5.6M -$2.51M -223,522 -32%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$5.5M -$2.53M -225,083 -32%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$5.46M -$3M -266,723 -36%
Ameriprise
66
Ameriprise
Minnesota
$5.45M -$16.2M -1,441,962 -75%
BGIM
67
Boussard & Gavaudan Investment Management
United Kingdom
$5.35M +$5.17M +460,095 New
SWM
68
Stockman Wealth Management
Montana
$5.32M -$2.04M -181,527 -28%
CS
69
Credit Suisse
Switzerland
$5.28M -$1.95M -173,715 -28%
BFA
70
Bragg Financial Advisors
North Carolina
$5.24M -$1.76M -156,660 -26%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$5.19M -$2.81M -249,823 -36%
RJA
72
Raymond James & Associates
Florida
$5.09M -$2.15M -191,556 -30%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$5.02M -$2.7M -240,491 -36%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$4.81M -$2.13M -189,375 -31%
E
75
Ergoteles
New York
$4.38M +$4.24M +377,328 New

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.