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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$1.02M +$1.09M +94,427 New
CFSG
152
Clark Financial Services Group
Missouri
$1.02M
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$1.02M -$193K -16,786 -15%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.01M -$32.6K -2,835 -3%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$996K +$795K +69,038 +304%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$977K -$2.36M -204,867 -69%
PG
157
Patten Group
Tennessee
$969K +$14.9K +1,290 +1%
CIA
158
Cascade Investment Advisors
Oregon
$967K -$4.16K -361 -0.4%
GCM
159
Graham Capital Management
Connecticut
$958K +$1.02M +88,293 New
SOMRS
160
State of Michigan Retirement System
Michigan
$954K -$29.1K -2,527 -3%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$946K -$2.9K -252 -0.3%
PAG
162
Private Advisor Group
New Jersey
$944K +$100K +8,721 +11%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$933K +$14.6K +1,269 +1%
CM
164
Capula Management
Cayman Islands
$916K +$972K +84,402 New
HighTower Advisors
165
HighTower Advisors
Illinois
$903K +$37.2K +3,233 +4%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$884K -$1.93K -168 -0.2%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$871K +$925K +80,326 New
ISL
168
Ingalls & Snyder LLC
New York
$851K -$10.4K -903 -1%
FM
169
Foster & Motley
Ohio
$850K -$111K -9,598 -11%
BBHC
170
Brown Brothers Harriman & Co
New York
$834K
CCB
171
Country Club Bank
Missouri
$825K -$88.3K -7,671 -9%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$819K +$264K +22,907 +44%
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$813K
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$807K -$1.19M -103,244 -58%
EF
175
Empowered Funds
Pennsylvania
$775K +$63.4K +5,505 +8%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.