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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
151
Foster & Motley
Ohio
$1.86M -$94.3K -8,360 -5%
NA
152
NewEdge Advisors
Louisiana
$1.82M +$81.2K +7,201 +5%
Sumitomo Mitsui Trust Group
153
Sumitomo Mitsui Trust Group
Japan
$1.8M -$345K -30,564 -17%
Federated Hermes
154
Federated Hermes
Pennsylvania
$1.8M -$616K -54,646 -26%
CCT
155
Country Club Trust
Missouri
$1.79M -$86.2K -7,640 -5%
FMC
156
First Merchants Corp
Indiana
$1.78M +$111K +9,862 +7%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$1.78M -$528K -46,812 -24%
Axa
158
Axa
France
$1.76M
SOADOR
159
State of Alaska Department of Revenue
Alaska
$1.76M -$3.96M -350,981 -70%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$1.73M -$142K -12,573 -8%
Citadel Advisors
161
Citadel Advisors
Florida
$1.7M -$1.3M -115,373 -44%
ASRS
162
Arizona State Retirement System
Arizona
$1.68M -$9.48K -841 -0.6%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$1.66M -$3.89M -345,149 -71%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$1.66M
CFSG
165
Clark Financial Services Group
Missouri
$1.62M +$2.88K +255 +0.2%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$1.61M +$20.8K +1,841 +1%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.59M +$23.7K +2,104 +2%
PG
168
Patten Group
Tennessee
$1.49M -$18.1K -1,607 -1%
CCA
169
Catalyst Capital Advisors
New York
$1.48M +$412K +36,569 +41%
CIA
170
Cascade Investment Advisors
Oregon
$1.46M +$44.6K +3,958 +3%
SS
171
Simplicity Solutions
Minnesota
$1.43M +$1.01M +89,974 +281%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$1.43M +$1.37M +121,772 New
FPB
173
First PREMIER Bank
South Dakota
$1.41M +$1.27K +113 +0.1%
AF
174
Advisornet Financial
Minnesota
$1.38M -$93.3K -8,273 -7%
CCM
175
Coldstream Capital Management
Washington
$1.37M +$72.5K +6,433 +6%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.