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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
Marshall Wace
101
Marshall Wace
United Kingdom
$3.42M +$31.3K +2,691 +0.9%
AM
102
AGF Management
Ontario, Canada
$3.37M -$3.32K -286 -0.1%
Stifel Financial
103
Stifel Financial
Missouri
$3.33M +$98.4K +8,465 +3%
YCM
104
Yousif Capital Management
Michigan
$3.28M -$28.1K -2,420 -0.8%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$3.2M
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.2M +$39.9K +3,435 +1%
AIP
107
Ameritas Investment Partners
Nebraska
$3.14M +$25.6K +2,202 +0.8%
WTB
108
Washington Trust Bank
Washington
$3.09M
TI
109
Trexquant Investment
Connecticut
$3.04M +$517K +44,516 +20%
RFA
110
Register Financial Advisors
Georgia
$2.94M +$1.4M +120,607 +91%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$2.79M +$1.7M +146,540 +155%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.79M +$3.39K +292 +0.1%
Osaic Holdings
113
Osaic Holdings
Arizona
$2.78M +$9.96K +857 +0.4%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$2.69M +$19.3K +1,657 +0.7%
DWM
115
Dakota Wealth Management
Florida
$2.63M +$32.1K +2,764 +1%
BFM
116
Boothbay Fund Management
New York
$2.61M +$1M +86,118 +62%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.55M +$5.75K +495 +0.2%
EP
118
Edgestream Partners
New Jersey
$2.54M +$1.03M +88,577 +68%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.53M +$67.6K +5,820 +3%
PC
120
Pecaut & Co
Iowa
$2.52M +$2.53M +217,491 New
CIA
121
Cladis Investment Advisory
Montana
$2.48M -$10.7K -917 -0.4%
SS
122
Simplicity Solutions
Minnesota
$2.43M +$201K +17,296 +9%
BFG
123
Bleakley Financial Group
New Jersey
$2.42M +$176K +15,130 +8%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$2.42M +$2.43M +208,947 New
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$2.34M +$531K +45,723 +29%

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.