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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$4.43M +$7.11K +652 +0.2%
MSL
102
Mackay Shields LLC
New York
$4.38M -$2.38M -218,462 -37%
Citadel Advisors
103
Citadel Advisors
Florida
$4.25M +$2.93M +268,796 +318%
DCM
104
Dupont Capital Management
Delaware
$4.17M -$130K -11,919 -3%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$4.03M +$31K +2,846 +0.9%
Comerica Bank
106
Comerica Bank
Texas
$3.83M -$168K -15,390 -5%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$3.81M -$1.29M -118,398 -27%
WTB
108
Washington Trust Bank
Washington
$3.77M
EVM
109
Eaton Vance Management
Massachusetts
$3.67M +$103K +9,468 +3%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$3.67M +$1.33M +121,766 +66%
SG Americas Securities
111
SG Americas Securities
New York
$3.63M +$705K +64,692 +27%
RJFSA
112
Raymond James Financial Services Advisors
Florida
$3.48M +$3.64K +334 +0.1%
VRS
113
Virginia Retirement Systems
Virginia
$3.46M +$608K +55,753 +24%
ZIM
114
Zacks Investment Management
Illinois
$3.44M +$464K +42,575 +18%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.43M +$301K +27,588 +11%
Jane Street
116
Jane Street
New York
$3.37M +$2.24M +205,536 +275%
MIM
117
MetLife Investment Management
New Jersey
$3.27M -$176K -16,176 -6%
ADBIC
118
A.D. Beadell Investment Counsel
Wisconsin
$3.27M +$1.26M +115,978 +74%
UR
119
USCA RIA
Texas
$3.24M +$2.93M +269,248 New
SEI Investments
120
SEI Investments
Pennsylvania
$3.04M
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$2.93M -$38.3K -3,514 -1%
Citigroup
122
Citigroup
New York
$2.81M -$515K -47,288 -17%
AIP
123
Ameritas Investment Partners
Nebraska
$2.75M +$1.86K +171 +0.1%
HIS
124
Horizon Investment Services
Indiana
$2.71M +$2.03M +185,933 +471%
Stifel Financial
125
Stifel Financial
Missouri
$2.7M +$466K +42,783 +24%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.