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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
Barclays
76
Barclays
United Kingdom
$3.72M +$1.5M +142,245 +72%
HAI
77
Hennessy Advisors Inc
California
$3.68M -$97.2K -9,205 -3%
RJA
78
Raymond James & Associates
Florida
$3.67M -$279K -26,432 -7%
GAM
79
Gotham Asset Management
New York
$3.54M +$1.3M +122,846 +61%
TPSF
80
Texas Permanent School Fund
Texas
$3.48M +$56.5K +5,356 +2%
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
$3.48M -$2.2M -208,156 -40%
AAM
82
Advisors Asset Management
Colorado
$3.38M +$1.69M +160,217 +108%
RIM
83
Redwood Investment Management
Arizona
$3.22M -$21.2K -2,007 -0.7%
UBS Group
84
UBS Group
Switzerland
$3.14M -$410K -38,878 -12%
BFG
85
Bleakley Financial Group
New Jersey
$3.07M +$326K +30,900 +12%
SS
86
Simplicity Solutions
Minnesota
$3.06M +$316K +29,945 +12%
CSS
87
Cubist Systematic Strategies
Connecticut
$3.03M +$301K +28,477 +11%
Comerica Bank
88
Comerica Bank
Texas
$2.98M -$36.7K -3,474 -1%
KCM
89
Kennedy Capital Management
Missouri
$2.98M -$266K -25,233 -9%
AM
90
AGF Management
Ontario, Canada
$2.93M -$65K -6,162 -2%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$2.92M +$131K +12,406 +5%
SSA
92
Schonfeld Strategic Advisors
New York
$2.91M +$2.46M +232,836 +711%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$2.83M -$300K -28,411 -10%
EGM
94
Engineers Gate Manager
New York
$2.82M +$2.04M +193,140 +300%
GF
95
Gabelli Funds
New York
$2.75M -$9.53K -903 -0.4%
KTA
96
Keeley-Teton Advisors
Illinois
$2.66M -$46.3K -4,388 -2%
RFA
97
Register Financial Advisors
Georgia
$2.61M +$288K +27,271 +13%
AB
98
Amalgamated Bank
New York
$2.61M -$165K -15,626 -6%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.61M +$149K +14,146 +6%
MOACM
100
Mutual of America Capital Management
New York
$2.49M -$125K -11,801 -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.