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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
MHI
176
Miller Howard Investments
New York
$758K -$62.2K -5,406 -7%
IMRF
177
Illinois Municipal Retirement Fund
Illinois
$733K
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$724K +$64.3K +5,581 +9%
VC
179
Voss Capital
Texas
$711K -$7.45M -647,389 -91%
EP
180
Edgestream Partners
New Jersey
$699K -$65.8K -5,711 -8%
EGM
181
Engineers Gate Manager
New York
$698K -$1.3M -113,170 -64%
TI
182
Tidal Investments
Wisconsin
$676K +$717K +62,309 New
AWM
183
Angeles Wealth Management
California
$656K
SIM
184
SummerHaven Investment Management
Connecticut
$650K +$690K +59,966 New
CAN
185
Cetera Advisor Networks
California
$643K +$16.5K +1,435 +2%
SEI Investments
186
SEI Investments
Pennsylvania
$639K +$206K +17,882 +44%
APP
187
Avantax Planning Partners
Iowa
$604K -$23.6K -2,054 -4%
FPB
188
First PREMIER Bank
South Dakota
$592K -$170K -14,765 -21%
SWM
189
SeaCrest Wealth Management
New York
$585K +$12.1K +1,052 +2%
ETC
190
Exchange Traded Concepts
Oklahoma
$558K -$27.8K -2,415 -4%
SMC
191
Smith, Moore & Co
Missouri
$539K -$19.8K -1,723 -3%
B
192
Bailard
California
$533K +$220K +19,133 +64%
CCM
193
Cohen Capital Management
California
$515K
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$513K +$544K +47,273 New
PMEF
195
Point72 Middle East FZE
United Arab Emirates
$510K +$541K +47,024 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$503K +$159K +13,808 +42%
Federated Hermes
197
Federated Hermes
Pennsylvania
$499K -$32.8K -2,850 -6%
LFAS
198
Level Four Advisory Services
Texas
$497K -$1.39K -121 -0.3%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$490K
HSA
200
Hussman Strategic Advisors
Maryland
$490K -$208K -18,050 -29%

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.