We are live on ! Find out more
MDU icon

MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
76
Hancock Whitney
Mississippi
$6.86M -$727K -64,459 -10%
MAM
77
Martingale Asset Management
Massachusetts
$6.74M -$28.4K -2,517 -0.4%
Verition Fund Management
78
Verition Fund Management
Connecticut
$6.69M +$6.44M +570,685 New
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$6.63M -$115K -10,165 -2%
UOC
80
UBS O'Connor
Illinois
$6.55M -$571K -50,678 -8%
SWM
81
Stockman Wealth Management
Montana
$6.3M +$464K +41,171 +8%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$5.87M -$409K -36,267 -7%
UBS Group
83
UBS Group
Switzerland
$5.64M +$600K +53,218 +12%
MOACM
84
Mutual of America Capital Management
New York
$5.61M +$101K +8,968 +2%
RJA
85
Raymond James & Associates
Florida
$5.56M -$183K -16,271 -3%
DIM
86
DC Investments Management
Virginia
$5.5M
HAI
87
Hennessy Advisors Inc
California
$5.15M -$715K -63,380 -13%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.08M +$697K +61,790 +17%
Deutsche Bank
89
Deutsche Bank
Germany
$4.91M +$3.05M +270,873 +183%
KTA
90
Keeley-Teton Advisors
Illinois
$4.87M -$264K -23,424 -5%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$4.66M +$4.48M +397,113 New
CSS
92
Cubist Systematic Strategies
Connecticut
$4.64M +$3.53M +313,187 +378%
LPL Financial
93
LPL Financial
California
$4.59M +$160K +14,162 +4%
TPSF
94
Texas Permanent School Fund
Texas
$4.54M -$73.9K -6,556 -2%
AB
95
Amalgamated Bank
New York
$4.48M -$460K -40,813 -10%
CS
96
Credit Suisse
Switzerland
$4.46M -$1.02M -90,110 -19%
Osaic Holdings
97
Osaic Holdings
Arizona
$4.37M +$247K +21,891 +6%
Victory Capital Management
98
Victory Capital Management
Texas
$4.2M -$327K -29,029 -8%
SG Americas Securities
99
SG Americas Securities
New York
$3.97M +$2.76M +245,072 +262%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$3.7M +$360K +31,898 +11%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.