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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
SPA
176
Sherbrooke Park Advisers
New York
$994K +$603K +52,098 +273%
EF
177
Empowered Funds
Pennsylvania
$959K -$14K -1,214 -2%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$953K +$43.7K +3,780 +6%
IMRF
179
Illinois Municipal Retirement Fund
Illinois
$943K
QCM
180
Quantinno Capital Management
New York
$942K +$306K +26,432 +64%
ISL
181
Ingalls & Snyder LLC
New York
$938K -$22.4K -1,940 -3%
PG
182
Patten Group
Tennessee
$935K -$27.7K -2,390 -3%
Allianz Asset Management
183
Allianz Asset Management
Germany
$928K -$73.8K -6,379 -9%
SIM
184
SummerHaven Investment Management
Connecticut
$863K +$10.1K +874 +1%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$857K +$710K +61,350 New
FRM
186
Fox Run Management
Connecticut
$845K -$310K -26,759 -31%
AWM
187
Angeles Wealth Management
California
$844K
HighTower Advisors
188
HighTower Advisors
Illinois
$830K -$249K -21,498 -27%
TI
189
Tidal Investments
Wisconsin
$818K -$200K -17,319 -23%
I
190
InceptionR
California
$802K +$370K +31,965 +125%
FPB
191
First PREMIER Bank
South Dakota
$801K +$31.7K +2,743 +5%
CAN
192
Cetera Advisor Networks
California
$799K -$21.9K -1,894 -3%
JFG
193
Jefferies Financial Group
New York
$789K -$1.25M -108,288 -66%
APP
194
Avantax Planning Partners
Iowa
$783K +$7.76K +671 +1%
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$765K -$301K -26,052 -32%
XT
196
XTX Topco
Cayman Islands
$666K -$694 -60 -0.1%
CCM
197
Cohen Capital Management
California
$663K
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$631K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$625K -$34.4K -2,971 -6%
MHI
200
Miller Howard Investments
New York
$614K -$200K -17,241 -28%

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.