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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$2.32M -$1.4M -124,066 -38%
Stifel Financial
102
Stifel Financial
Missouri
$2.28M -$1.03M -91,411 -32%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$2.2M -$975K -86,730 -31%
YCM
104
Yousif Capital Management
Michigan
$2.17M -$1.07M -95,307 -34%
AIP
105
Ameritas Investment Partners
Nebraska
$2.15M -$970K -86,229 -32%
WTB
106
Washington Trust Bank
Washington
$2.12M -$941K -83,652 -31%
HVP
107
Hudson Value Partners
Florida
$2.1M +$2.04M +181,323 New
BFG
108
Bleakley Financial Group
New Jersey
$2.07M -$341K -30,303 -14%
SS
109
Simplicity Solutions
Minnesota
$2.07M -$350K -31,078 -15%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M -$711K -63,194 -26%
EGM
111
Engineers Gate Manager
New York
$2.06M +$2M +177,477 New
SO
112
STRS Ohio
Ohio
$2.03M -$1.38M -122,858 -41%
Osaic Holdings
113
Osaic Holdings
Arizona
$1.97M -$798K -70,915 -29%
UBS Group
114
UBS Group
Switzerland
$1.96M -$3.29M -292,972 -63%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$1.92M -$853K -75,869 -31%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M -$1.25M -110,733 -40%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$1.91M -$762K -67,789 -29%
Hudson Bay Capital Management
118
Hudson Bay Capital Management
Connecticut
$1.89M +$1.83M +162,898 New
Nomura Holdings
119
Nomura Holdings
Japan
$1.88M +$1.83M +162,450 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.87M -$173K -15,392 -9%
DWM
121
Dakota Wealth Management
Florida
$1.82M -$782K -69,566 -31%
CIA
122
Cladis Investment Advisory
Montana
$1.76M -$701K -62,314 -29%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.73M -$778K -69,136 -32%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.73M -$802K -71,320 -32%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$1.55M -$739K -65,700 -33%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.