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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
126
Moors & Cabot
Massachusetts
$1.53M -$682K -60,657 -31%
AAM
127
Advisors Asset Management
Colorado
$1.53M -$697K -61,956 -32%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$1.5M -$206K -18,272 -12%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$1.46M -$862K -76,623 -38%
CCA
130
Catalyst Capital Advisors
New York
$1.43M -$340K -30,214 -20%
AIC
131
Aurora Investment Counsel
Georgia
$1.39M -$632K -56,181 -32%
Lido Advisors
132
Lido Advisors
California
$1.37M +$1.33M +118,298 New
SSA
133
Schonfeld Strategic Advisors
New York
$1.33M +$1.29M +114,522 New
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.29M -$571K -50,774 -31%
MIM
135
Montgomery Investment Management
Maryland
$1.29M -$600K -53,325 -32%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$1.26M +$1.22M +108,703 New
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$1.25M -$386K -34,353 -24%
YIH
138
Y-Intercept (HK)
Hong Kong
$1.24M +$759K +67,509 +172%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.23M -$561K -49,855 -32%
DIM
140
DC Investments Management
Virginia
$1.22M -$542K -48,202 -31%
HW
141
Hancock Whitney
Mississippi
$1.22M -$598K -53,209 -34%
HI
142
HBK Investments
Texas
$1.21M +$1.17M +104,084 New
FIM
143
Fernwood Investment Management
Massachusetts
$1.17M +$834K +74,149 +282%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$1.16M -$554K -49,286 -33%
Man Group
145
Man Group
United Kingdom
$1.14M +$1.1M +98,230 New
NA
146
NewEdge Advisors
Louisiana
$1.14M -$452K -40,153 -29%
ASRS
147
Arizona State Retirement System
Arizona
$1.14M -$640K -56,882 -37%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$1.11M -$524K -46,568 -33%
JF
149
Jump Financial
Illinois
$1.11M +$837K +74,422 +357%
CFSG
150
Clark Financial Services Group
Missouri
$1.09M -$485K -43,115 -31%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.