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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
VC
151
Voss Capital
Texas
$1.52M +$1.53M +131,494 New
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$1.5M +$270K +23,246 +22%
CIA
153
Cascade Investment Advisors
Oregon
$1.49M -$9.92K -854 -0.7%
PG
154
Patten Group
Tennessee
$1.47M
HF
155
HRT Financial
New York
$1.42M +$1.42M +122,447 New
American Century Companies
156
American Century Companies
Missouri
$1.4M +$103K +8,865 +8%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$1.4M -$617K -53,139 -31%
CCB
158
Country Club Bank
Missouri
$1.4M -$91.7K -7,889 -6%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$804K +69,155 +140%
Victory Capital Management
160
Victory Capital Management
Texas
$1.36M -$135K -11,600 -9%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$1.36M -$630K -54,257 -32%
ISL
162
Ingalls & Snyder LLC
New York
$1.34M -$19.9K -1,710 -1%
FPB
163
First PREMIER Bank
South Dakota
$1.33M +$918 +79 +0.1%
BBHC
164
Brown Brothers Harriman & Co
New York
$1.3M
MHI
165
Miller Howard Investments
New York
$1.29M +$38.5K +3,314 +3%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$1.18M +$1.18M +101,577 New
AIM
167
Arcadia Investment Management
Michigan
$1.17M
EF
168
Empowered Funds
Pennsylvania
$1.16M -$56.2K -4,834 -5%
Axa
169
Axa
France
$1.16M +$379K +32,611 +49%
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$1.14M
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$1.13M -$708K -60,903 -38%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.12M +$147K +12,624 +15%
URS
173
Utah Retirement Systems
Utah
$1.09M +$6.11K +526 +0.6%
HSA
174
Hussman Strategic Advisors
Maryland
$1.07M
WG
175
Winton Group
United Kingdom
$1.05M +$776K +66,752 +281%

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.