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MDU Resources

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 126.85%131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$7.06M +$1.37M +129,875 +25%
UBS AM
52
UBS AM
Illinois
$6.87M -$445K -42,149 -6%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$6.8M +$205K +19,418 +3%
Wells Fargo
54
Wells Fargo
California
$6.63M +$269K +25,478 +4%
M&T Bank
55
M&T Bank
New York
$6.46M -$44.3K -4,195 -0.7%
Goldman Sachs
56
Goldman Sachs
New York
$6.44M -$2.33M -221,106 -27%
GC
57
Guggenheim Capital
Illinois
$6.41M +$323K +30,623 +6%
BFA
58
Bragg Financial Advisors
North Carolina
$6.07M -$23.6K -2,235 -0.4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$6.05M +$44.6K +4,225 +0.8%
AIG
60
American International Group
New York
$5.45M -$225K -21,364 -4%
1M
61
13D Management
New York
$5.19M -$4.05M -383,435 -45%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$5.05M +$14.9K +1,415 +0.3%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$5.04M -$282K -26,703 -5%
Ameriprise
64
Ameriprise
Minnesota
$4.95M -$523K -49,546 -10%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$4.93M -$217K -20,514 -4%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$4.93M -$2.63M -249,039 -36%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$4.86M -$13.7K -1,294 -0.3%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$4.29M +$15.3K +1,449 +0.4%
BGIM
69
Boussard & Gavaudan Investment Management
United Kingdom
$4.18M +$1.04M +98,844 +35%
HVP
70
Hudson Value Partners
Florida
$4.16M +$872K +82,637 +28%
CS
71
Credit Suisse
Switzerland
$4.15M +$119K +11,245 +3%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.11M -$194K -18,352 -5%
First Manhattan
73
First Manhattan
New York
$3.98M +$229K +21,660 +6%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.93M -$58.4K -5,536 -2%
AG
75
Algert Global
California
$3.89M +$185K +17,509 +5%

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.