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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
76
First Manhattan
New York
$6.77M -$2.23M -191,521 -25%
PCM
77
Prelude Capital Management
New York
$5.89M +$2.7M +232,206 +84%
Financial Engines Advisors
78
Financial Engines Advisors
California
$5.85M +$5.87M +504,883 New
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$5.7M -$702K -60,427 -11%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$5.63M +$5.64M +485,372 New
AA
81
Ancora Advisors
Ohio
$5.61M +$394K +33,926 +8%
TPSF
82
Texas Permanent School Fund
Texas
$5.56M +$1.4M +120,068 +33%
KCM
83
Kennedy Capital Management
Missouri
$5.36M -$63.6K -5,476 -1%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.35M -$188K -16,219 -3%
UBS Group
85
UBS Group
Switzerland
$5.35M +$1.19M +102,539 +29%
AG
86
Algert Global
California
$5.34M +$2.43M +209,218 +83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.34M +$501K +43,104 +10%
MOACM
88
Mutual of America Capital Management
New York
$4.99M -$105K -9,034 -2%
Two Sigma Investments
89
Two Sigma Investments
New York
$4.81M +$4.82M +414,704 New
HAI
90
Hennessy Advisors Inc
California
$4.74M
Canada Life
91
Canada Life
Manitoba, Canada
$4.63M -$68.4K -5,891 -1%
KTA
92
Keeley-Teton Advisors
Illinois
$4.28M +$213K +18,335 +5%
AB
93
Amalgamated Bank
New York
$4.26M -$1.16M -99,499 -21%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$4.15M +$207K +17,841 +5%
Renaissance Technologies
95
Renaissance Technologies
New York
$3.86M -$1.35M -116,504 -26%
MIM
96
MetLife Investment Management
New Jersey
$3.8M -$102K -8,773 -3%
DADC
97
D.A. Davidson & Co
Montana
$3.75M +$110K +9,501 +3%
LPL Financial
98
LPL Financial
California
$3.72M -$40.8K -3,511 -1%
RIM
99
Redwood Investment Management
Arizona
$3.53M +$647K +55,688 +22%
SO
100
STRS Ohio
Ohio
$3.46M +$438K +37,707 +14%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.