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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$8.43M -$143K -12,383 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$8.33M +$85.2K +7,400 +1%
JGUA
53
John G. Ullman & Associates
New York
$8.18M -$89.4K -7,762 -1%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$7.57M +$7.96M +691,751 +10,822%
Jane Street
55
Jane Street
New York
$7.51M +$6.89M +598,392 +639%
UBS AM
56
UBS AM
Illinois
$7.25M -$402K -34,905 -5%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$7.16M +$305K +26,456 +4%
LIP
58
Lighthouse Investment Partners
Florida
$6.8M +$7.22M +627,084 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$6.51M +$780K +67,780 +13%
M&T Bank
60
M&T Bank
New York
$6.44M +$206K +17,917 +3%
Wells Fargo
61
Wells Fargo
California
$6.28M -$786K -68,289 -11%
BFA
62
Bragg Financial Advisors
North Carolina
$6.03M +$1.2M +103,916 +23%
GC
63
Guggenheim Capital
Illinois
$6.01M +$301K +26,133 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$5.94M +$511K +44,391 +9%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$5.7M -$3.32M -288,089 -35%
AIG
66
American International Group
New York
$5.62M -$421K -36,542 -7%
AllianceBernstein
67
AllianceBernstein
Tennessee
$5.57M -$201K -17,467 -3%
Ameriprise
68
Ameriprise
Minnesota
$5.44M +$360K +31,295 +7%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$5.28M +$3.74M +324,788 +201%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$5.1M -$142K -12,371 -3%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$4.98M -$170K -14,738 -3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$4.82M -$41.6K -3,610 -0.8%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.26M -$456K -39,621 -9%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$4.23M -$925K -80,337 -17%
SG Americas Securities
75
SG Americas Securities
New York
$4.17M +$3.37M +292,444 +318%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.