We are live on ! Find out more
MDU icon

MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$3.04M -$188K -20,108 -6%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$2.99M -$81.8K -8,755 -3%
EVM
103
Eaton Vance Management
Massachusetts
$2.96M +$50.4K +5,391 +2%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$2.9M +$258K +27,563 +11%
MIM
105
MetLife Investment Management
New Jersey
$2.89M -$125K -13,355 -4%
MSA
106
Mason Street Advisors
Wisconsin
$2.82M -$5.63K -603 -0.2%
Citigroup
107
Citigroup
New York
$2.81M +$82.8K +8,865 +3%
Franklin Resources
108
Franklin Resources
California
$2.69M +$2.51M +268,367 New
OTPPB
109
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.69M +$2.51M +268,125 New
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$2.63M +$2.46M +263,060 New
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.58M +$539K +57,694 +29%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$2.48M +$982K +105,035 +74%
ZIM
113
Zacks Investment Management
Illinois
$2.44M -$76K -8,137 -3%
AIP
114
Ameritas Investment Partners
Nebraska
$2.43M -$37.5K -4,016 -2%
SG Americas Securities
115
SG Americas Securities
New York
$2.38M +$2.08M +223,112 +1,548%
CCT
116
Country Club Trust
Missouri
$2.38M
VRS
117
Virginia Retirement Systems
Virginia
$2.33M -$12.3K -1,315 -0.6%
Nomura Holdings
118
Nomura Holdings
Japan
$2.27M +$2.12M +226,617 New
IA
119
Icon Advisers
Colorado
$2.24M
LWM
120
Loveless Wealth Management
Montana
$2.23M -$26.4K -2,827 -1%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.22M +$112K +11,981 +6%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$2.19M -$21.7K -2,322 -1%
Millennium Management
123
Millennium Management
New York
$2.15M +$977K +104,541 +95%
MC
124
Moors & Cabot
Massachusetts
$2.07M +$27.6K +2,958 +1%
NA
125
NewEdge Advisors
Louisiana
$1.96M -$89.7K -9,604 -5%

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.