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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$3.32M
Holocene Advisors
102
Holocene Advisors
New York
$3.21M +$2.66M +229,605 New
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$3.06M +$320K +27,651 +14%
MOACM
104
Mutual of America Capital Management
New York
$3.06M -$94.1K -8,136 -4%
Canada Life
105
Canada Life
Manitoba, Canada
$2.97M
SSA
106
Schonfeld Strategic Advisors
New York
$2.85M -$711K -61,424 -23%
MIM
107
MetLife Investment Management
New Jersey
$2.82M -$61.6K -5,324 -3%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$2.81M -$656K -56,657 -22%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$2.77M -$3.03M -261,482 -57%
LPL Financial
110
LPL Financial
California
$2.76M -$103K -8,921 -4%
AM
111
AGF Management
Ontario, Canada
$2.72M -$835K -72,175 -27%
WTB
112
Washington Trust Bank
Washington
$2.54M
WCA
113
Waratah Capital Advisors
Ontario, Canada
$2.54M +$2.1M +181,803 New
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$2.43M +$130K +11,258 +7%
YCM
115
Yousif Capital Management
Michigan
$2.43M -$42.6K -3,680 -2%
Comerica Bank
116
Comerica Bank
Texas
$2.34M -$1.2M -103,900 -38%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.3M +$91.9K +7,942 +5%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$2.3M +$46 +4 +0%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.27M +$12.9K +1,119 +0.7%
CCA
120
Catalyst Capital Advisors
New York
$2.17M
Stifel Financial
121
Stifel Financial
Missouri
$2.14M -$84.8K -7,332 -5%
DWM
122
Dakota Wealth Management
Florida
$2.14M -$49.2K -4,255 -3%
DADC
123
D.A. Davidson & Co
Montana
$2.12M -$205K -17,687 -10%
NCL
124
Nishkama Capital LLC
Puerto Rico
$2.11M +$1.75M +151,338 New
SO
125
STRS Ohio
Ohio
$2.09M -$372K -32,129 -18%

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.