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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
101
Jump Financial
Illinois
$2.45M +$1.5M +130,285 +137%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.42M +$388K +33,687 +18%
MIM
103
MetLife Investment Management
New Jersey
$2.28M -$111K -9,632 -4%
RFA
104
Register Financial Advisors
Georgia
$2.28M -$363K -31,504 -13%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$2.24M -$4.28M -372,153 -64%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$2.23M -$337K -29,270 -12%
GAM
107
Gotham Asset Management
New York
$2.17M +$2.3M +199,857 New
Barclays
108
Barclays
United Kingdom
$2.13M -$168K -14,579 -7%
Victory Capital Management
109
Victory Capital Management
Texas
$2.11M +$1.34M +116,099 +148%
SO
110
STRS Ohio
Ohio
$2.05M +$154K +13,344 +8%
Prudential Financial
111
Prudential Financial
New Jersey
$2.02M -$1.36M -118,347 -39%
WTB
112
Washington Trust Bank
Washington
$1.99M
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$1.94M +$613K +53,264 +42%
YCM
114
Yousif Capital Management
Michigan
$1.92M -$115K -10,027 -5%
DADC
115
D.A. Davidson & Co
Montana
$1.92M -$261K -22,693 -11%
Osaic Holdings
116
Osaic Holdings
Arizona
$1.87M +$27.9K +2,426 +1%
Marshall Wace
117
Marshall Wace
United Kingdom
$1.81M +$1.92M +166,981 New
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$1.81M +$1.92M +166,822 New
Stifel Financial
119
Stifel Financial
Missouri
$1.81M -$342K -29,716 -15%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$1.79M -$357 -31 -0%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.79M +$622 +54 +0%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$1.74M -$49.3K -4,278 -3%
Financial Engines Advisors
123
Financial Engines Advisors
California
$1.69M -$2M -173,968 -75%
DWM
124
Dakota Wealth Management
Florida
$1.69M -$14.7K -1,281 -0.8%
CCA
125
Catalyst Capital Advisors
New York
$1.68M +$364K +31,587 +26%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.