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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
201
Avantax Planning Partners
Iowa
$1M -$44.4K -3,934 -4%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$984K +$260K +23,088 +38%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$969K +$12.6K +1,120 +1%
Citigroup
204
Citigroup
New York
$953K -$86.9K -7,708 -9%
RC
205
RegentAtlantic Capital
New Jersey
$941K -$85K -7,540 -9%
SAM
206
Shell Asset Management
Netherlands
$918K +$3.97K +352 +0.5%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$910K +$41.9K +3,713 +5%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$896K
OSIA
209
O'Shares Investment Advisers
Massachusetts
$894K +$19.5K +1,731 +2%
DA
210
Duality Advisers
Florida
$887K -$1.9M -168,053 -69%
SWM
211
SeaCrest Wealth Management
New York
$885K +$3.79K +336 +0.4%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$884K +$249K +22,070 +41%
GT
213
Glenmede Trust
Pennsylvania
$851K +$150K +13,278 +22%
WCM
214
Washington Capital Management
Washington
$840K -$11.3K -999 -1%
CPO
215
Cerity Partners OCIO
New York
$820K +$56.8K +5,039 +8%
AWM
216
Apollon Wealth Management
South Carolina
$820K +$788K +69,923 New
CCM
217
Cohen Capital Management
California
$812K
HI
218
Horizon Investments
North Carolina
$801K +$770K +68,301 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$772K
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$760K -$10.4K -921 -1%
HIM
221
Harbour Investment Management
Washington
$733K +$10.4K +924 +2%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$731K -$496K -43,977 -41%
SMC
223
Smith, Moore & Co
Missouri
$729K +$12.6K +1,118 +2%
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$721K -$224K -19,869 -24%
X
225
Xponance
Pennsylvania
$701K -$11K -976 -2%

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.