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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
126
Assenagon Asset Management
Luxembourg
$2.81M -$220K -18,390 -7%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$2.77M +$1.26M +104,864 +74%
HF
128
HRT Financial
New York
$2.77M +$2.18M +182,183 +287%
DA
129
Duality Advisers
Florida
$2.75M +$422K +35,236 +17%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$2.67M +$363K +30,289 +15%
Stifel Financial
131
Stifel Financial
Missouri
$2.63M +$110K +9,205 +4%
AIP
132
Ameritas Investment Partners
Nebraska
$2.59M -$14.9K -1,244 -0.5%
IA
133
Icon Advisers
Colorado
$2.52M
MAM
134
Meeder Asset Management
Ohio
$2.49M +$156 +13 +0%
LWM
135
Loveless Wealth Management
Montana
$2.47M -$16.4K -1,372 -0.6%
Federated Hermes
136
Federated Hermes
Pennsylvania
$2.35M -$2.1M -175,229 -46%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$2.34M -$104K -8,644 -4%
OTPPB
138
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M -$1.07M -89,539 -30%
BSB
139
Bangor Savings Bank
Maine
$2.33M +$485K +40,482 +24%
OQS
140
Occudo Quantitative Strategies
Florida
$2.29M +$1.47M +122,623 +153%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$2.24M -$2.27M -189,352 -49%
Squarepoint
142
Squarepoint
New York
$2.16M +$105K +8,797 +5%
MC
143
Moors & Cabot
Massachusetts
$2.16M +$17.3K +1,446 +0.8%
AAMU
144
AEGON Asset Management (UK)
United Kingdom
$2.15M
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$2.13M +$76.2K +6,362 +3%
SDIC
146
South Dakota Investment Council
South Dakota
$2.08M
Sumitomo Mitsui Trust Group
147
Sumitomo Mitsui Trust Group
Japan
$2.08M -$47.2K -3,945 -2%
MIM
148
Montgomery Investment Management
Maryland
$2.08M
SO
149
STRS Ohio
Ohio
$2.07M -$340K -28,408 -13%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$2M -$28K -2,340 -1%

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.