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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
AAM
76
Advisors Asset Management
Colorado
$5.19M +$728K +62,920 +20%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.14M +$111K +9,563 +3%
EGI
78
EAM Global Investors
California
$5.13M +$4.25M +367,549 New
Barclays
79
Barclays
United Kingdom
$4.97M +$202K +17,450 +5%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$4.94M -$241K -20,815 -6%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$4.76M +$3.95M +341,058 New
RJA
82
Raymond James & Associates
Florida
$4.68M +$6.02K +520 +0.2%
First Manhattan
83
First Manhattan
New York
$4.65M -$350K -30,207 -8%
TI
84
Trexquant Investment
Connecticut
$4.62M +$3.83M +330,672 New
YCM
85
Yaupon Capital Management
New York
$4.51M +$3.74M +322,904 New
HAI
86
Hennessy Advisors Inc
California
$4.48M -$167K -14,440 -4%
TPSF
87
Texas Permanent School Fund
Texas
$4.45M +$14.8K +1,278 +0.4%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$4.31M +$1.33M +115,305 +60%
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$4.22M -$173K -14,985 -5%
EI
90
EAM Investors
California
$3.85M +$3.19M +275,956 New
UBS Group
91
UBS Group
Switzerland
$3.79M -$172K -14,849 -5%
BFG
92
Bleakley Financial Group
New Jersey
$3.78M -$110K -9,522 -3%
SW
93
Simplicity Wealth
New Jersey
$3.78M +$3.13M +270,627 New
GAM
94
Gotham Asset Management
New York
$3.73M -$643K -55,606 -17%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$3.61M -$82.7K -7,146 -3%
RFA
96
Register Financial Advisors
Georgia
$3.55M +$189K +16,300 +7%
Financial Engines Advisors
97
Financial Engines Advisors
California
$3.54M +$637K +55,040 +28%
GF
98
Gabelli Funds
New York
$3.5M
AB
99
Amalgamated Bank
New York
$3.5M +$149K +12,902 +5%
KTA
100
Keeley-Teton Advisors
Illinois
$3.43M +$33.4K +2,888 +1%

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.