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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$1.3M +$4.91K +424 +0.5%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$1.29M +$3.32K +287 +0.3%
CC
153
Cipher Capital
New York
$1.28M +$1.06M +91,568 New
GCP
154
GSA Capital Partners
United Kingdom
$1.27M +$281K +24,273 +36%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.27M -$146K -12,635 -12%
SOMRS
156
State of Michigan Retirement System
Michigan
$1.26M +$25.1K +2,166 +2%
Prudential Financial
157
Prudential Financial
New Jersey
$1.24M -$971K -83,897 -49%
MIM
158
Montgomery Investment Management
Maryland
$1.19M -$137K -11,877 -12%
EGM
159
Engineers Gate Manager
New York
$1.19M -$1.99M -172,195 -67%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.19M +$10.6K +917 +1%
Osaic Holdings
161
Osaic Holdings
Arizona
$1.18M +$24.1K +2,081 +3%
SEI Investments
162
SEI Investments
Pennsylvania
$1.16M +$108K +9,344 +13%
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M +$2.42K +209 +0.3%
AIP
164
Ameritas Investment Partners
Nebraska
$1.14M -$13.8K -1,191 -1%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.14M +$2.34K +202 +0.2%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$1.09M -$125K -10,837 -12%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$1.09M
BBHC
168
Brown Brothers Harriman & Co
New York
$1.07M
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$1.07M -$737K -63,664 -45%
Walleye Trading
170
Walleye Trading
New York
$1.06M +$881K +76,129 New
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$1.05M
CCB
172
Country Club Bank
Missouri
$1.03M
PI
173
PineBridge Investments
New York
$1.03M +$850K +73,447 New
MC
174
Moors & Cabot
Massachusetts
$1.02M -$651K -56,235 -43%
FM
175
Foster & Motley
Ohio
$1.02M -$49.4K -4,267 -6%

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.