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MDU Resources

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 126.85%131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
151
Qsemble Capital Management
New York
$1.02M +$984K +93,199 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$1.01M -$2.25K -213 -0.2%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$1.01M -$19.1K -1,805 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
154
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$988K
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$976K -$259K -24,556 -22%
SOMRS
156
State of Michigan Retirement System
Michigan
$967K +$1.9K +180 +0.2%
A
157
AlphaQuest
New York
$963K +$926K +87,777 New
FRM
158
Fox Run Management
Connecticut
$957K +$921K +87,275 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$931K -$8.94K -847 -1%
Renaissance Technologies
160
Renaissance Technologies
New York
$930K -$9.15M -867,122 -91%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$918K +$622K +58,910 +238%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$910K +$379K +35,925 +76%
Osaic Holdings
163
Osaic Holdings
Arizona
$908K -$941K -89,186 -52%
AIP
164
Ameritas Investment Partners
Nebraska
$905K -$170K -16,149 -16%
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$897K +$2.69K +255 +0.3%
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$890K +$70.4K +6,673 +9%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$887K +$528K +50,051 +163%
HighTower Advisors
168
HighTower Advisors
Illinois
$885K -$22.7K -2,153 -3%
Citigroup
169
Citigroup
New York
$865K +$586K +55,489 +237%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$856K +$119K +11,249 +17%
FM
171
Foster & Motley
Ohio
$850K -$9.43K -893 -1%
BBHC
172
Brown Brothers Harriman & Co
New York
$843K
TI
173
Tidal Investments
Wisconsin
$832K +$143K +13,582 +22%
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$822K
SEI Investments
175
SEI Investments
Pennsylvania
$812K +$160K +15,126 +26%

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.