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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$9.61M +$1.58M +136,944 +25%
Swiss National Bank
52
Swiss National Bank
Switzerland
$9.61M
AllianceBernstein
53
AllianceBernstein
Tennessee
$9.33M +$283K +24,445 +4%
NC
54
Nixon Capital
Texas
$9.33M +$7.73M +667,982 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$9.05M -$84.5K -7,301 -1%
BCM
56
Bornite Capital Management
New York
$8.82M +$7.31M +631,750 New
Victory Capital Management
57
Victory Capital Management
Texas
$8.82M +$5.12M +442,241 +234%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$8.54M +$1.32M +114,442 +29%
GC
59
Guggenheim Capital
Illinois
$8.28M +$92.3K +7,978 +1%
UBS AM
60
UBS AM
Illinois
$8.26M -$403K -34,791 -6%
M&T Bank
61
M&T Bank
New York
$8.22M -$5.84K -505 -0.1%
AIG
62
American International Group
New York
$6.79M -$115K -9,945 -2%
1M
63
13D Management
New York
$6.61M +$6.17K +533 +0.1%
AIA
64
Angeles Investment Advisors
California
$6.51M +$5.4M +466,287 New
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$6.44M +$14K +1,211 +0.3%
IG
66
ING Group
Netherlands
$6.22M +$3.51M +303,240 +213%
Goldman Sachs
67
Goldman Sachs
New York
$6.13M -$1.71M -147,587 -25%
Ameriprise
68
Ameriprise
Minnesota
$6.12M -$152K -13,126 -3%
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$5.98M -$241K -20,821 -5%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$5.97M -$173K -14,982 -3%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$5.67M -$506K -43,697 -10%
BGIM
72
Boussard & Gavaudan Investment Management
United Kingdom
$5.65M +$309K +26,687 +7%
CS
73
Credit Suisse
Switzerland
$5.44M +$134K +11,568 +3%
HVP
74
Hudson Value Partners
Florida
$5.31M +$16.3K +1,411 +0.4%
Wells Fargo
75
Wells Fargo
California
$5.22M -$2.67M -230,338 -38%

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.