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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
126
Bangor Savings Bank
Maine
$2.33M -$71.7K -6,167 -3%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$2.31M -$3.03M -260,961 -57%
AAM
128
Advisors Asset Management
Colorado
$2.25M +$299K +25,736 +15%
MC
129
Moors & Cabot
Massachusetts
$2.23M -$33.9K -2,914 -1%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$2.05M -$2.39M -205,928 -54%
AIC
131
Aurora Investment Counsel
Georgia
$2.04M -$12.5K -1,073 -0.6%
CSS
132
Cubist Systematic Strategies
Connecticut
$2.04M -$980K -84,307 -32%
MIM
133
Montgomery Investment Management
Maryland
$1.9M -$39.7K -3,419 -2%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$1.89M -$103K -8,855 -5%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$1.88M
HW
136
Hancock Whitney
Mississippi
$1.83M -$111K -9,515 -6%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$17.3K -1,491 -0.9%
ASRS
138
Arizona State Retirement System
Arizona
$1.8M +$47.1K +4,050 +3%
CCA
139
Catalyst Capital Advisors
New York
$1.78M
DIM
140
DC Investments Management
Virginia
$1.78M -$2.74M -235,869 -61%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$1.73M +$265K +22,801 +18%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.71M +$191K +16,437 +13%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.65M -$15.3K -1,313 -0.9%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.64M -$15.3K -1,315 -0.9%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$1.63M +$167K +14,362 +11%
NA
146
NewEdge Advisors
Louisiana
$1.6M -$104K -8,984 -6%
Holocene Advisors
147
Holocene Advisors
New York
$1.6M -$690K -59,425 -30%
CFSG
148
Clark Financial Services Group
Missouri
$1.59M
SOMRS
149
State of Michigan Retirement System
Michigan
$1.57M -$12.2K -1,052 -0.8%
FM
150
Foster & Motley
Ohio
$1.53M -$25.5K -2,191 -2%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.