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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
IA
126
Icon Advisers
Colorado
$2.69M
LWM
127
Loveless Wealth Management
Montana
$2.66M -$13.5K -1,239 -0.6%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$2.65M +$28.8K +2,640 +1%
MAM
129
Meeder Asset Management
Ohio
$2.65M +$2.38M +218,607 +11,205%
ECM
130
ExodusPoint Capital Management
New York
$2.64M -$3.54M -324,798 -60%
Canada Life
131
Canada Life
Manitoba, Canada
$2.61M -$7.63M -700,149 -76%
SWM
132
Spire Wealth Management
Virginia
$2.58M +$2.34M +214,693 New
Osaic Holdings
133
Osaic Holdings
Arizona
$2.5M +$155K +14,262 +7%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$2.49M -$165K -15,179 -7%
CC
135
Coann Capital
Connecticut
$2.46M +$2.23M +205,015 New
CCT
136
Country Club Trust
Missouri
$2.46M -$396K -36,292 -15%
AAM
137
Advisors Asset Management
Colorado
$2.44M +$358K +32,871 +19%
Sumitomo Mitsui Trust Group
138
Sumitomo Mitsui Trust Group
Japan
$2.37M +$1.48M +136,228 +223%
HighTower Advisors
139
HighTower Advisors
Illinois
$2.35M +$1.85M +170,098 +653%
SOMRS
140
State of Michigan Retirement System
Michigan
$2.35M +$37.3K +3,418 +2%
MC
141
Moors & Cabot
Massachusetts
$2.34M -$150K -13,741 -7%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$2.31M -$5.16K -473 -0.2%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$2.29M +$324K +29,773 +19%
VIA
144
Vident Investment Advisory
Georgia
$2.22M +$1.17M +107,373 +138%
SDIC
145
South Dakota Investment Council
South Dakota
$2.22M
MIM
146
Montgomery Investment Management
Maryland
$2.22M -$1.43K -131 -0.1%
APG Asset Management
147
APG Asset Management
Netherlands
$2.18M +$2.32M +213,284 New
Franklin Resources
148
Franklin Resources
California
$2.18M -$950K -87,205 -32%
NA
149
NewEdge Advisors
Louisiana
$2.16M -$170K -15,614 -8%
Truist Financial
150
Truist Financial
North Carolina
$2.12M +$1.18M +108,483 +159%

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.