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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$7.62M -$12.9M -1,183,701 -65%
RJA
77
Raymond James & Associates
Florida
$7.6M +$518K +47,551 +8%
CS
78
Credit Suisse
Switzerland
$7.6M +$717K +65,829 +12%
MAM
79
Martingale Asset Management
Massachusetts
$7.32M -$3.73M -341,874 -36%
HAI
80
Hennessy Advisors Inc
California
$7.14M -$115K -10,520 -2%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.11M -$444K -40,705 -6%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$6.52M -$444K -40,740 -7%
KCM
83
Kennedy Capital Management
Missouri
$6.5M +$5.9M +541,044 New
KIA
84
KCM Investment Advisors
California
$6.34M +$14.3K +1,315 +0.3%
HF
85
HRT Financial
New York
$6.05M +$4.69M +430,749 +591%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$5.99M -$1.3M -119,660 -19%
KTA
87
Keeley-Teton Advisors
Illinois
$5.95M +$238K +21,857 +5%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$5.79M +$4.32M +396,576 +468%
MOACM
89
Mutual of America Capital Management
New York
$5.73M -$184K -16,855 -3%
Millennium Management
90
Millennium Management
New York
$5.51M +$2.66M +243,845 +114%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$5.42M +$1.75M +160,473 +55%
Verition Fund Management
92
Verition Fund Management
Connecticut
$5.42M +$4.91M +450,744 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$5.33M -$933K -85,648 -16%
SWM
94
Stockman Wealth Management
Montana
$5.32M +$185K +17,007 +4%
LPL Financial
95
LPL Financial
California
$5.07M +$1.17M +107,400 +34%
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$4.93M +$414K +38,031 +10%
TPSF
97
Texas Permanent School Fund
Texas
$4.74M -$321K -29,455 -7%
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$4.69M +$1.39M +127,225 +48%
UBS Group
99
UBS Group
Switzerland
$4.63M +$743K +68,129 +21%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$4.5M +$4.08M +373,993 New

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.