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MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
RAG
201
RIA Advisory Group
Iowa
$740K +$116K +10,012 +19%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$712K -$14.3K -1,234 -2%
FIB
203
First Interstate Bank
Montana
$698K
CP
204
CenterBook Partners
Connecticut
$681K -$178K -15,361 -21%
Man Group
205
Man Group
United Kingdom
$667K
FMC
206
First Merchants Corp
Indiana
$667K -$75.4K -6,488 -10%
I
207
InceptionR
California
$666K +$667K +57,442 New
Citigroup
208
Citigroup
New York
$649K -$218K -18,743 -25%
SPA
209
Sherbrooke Park Advisers
New York
$649K +$651K +55,988 New
ETC
210
Exchange Traded Concepts
Oklahoma
$645K -$50.5K -4,348 -7%
FWM
211
Forza Wealth Management
Florida
$624K +$67.5K +5,812 +12%
QT
212
Quantbot Technologies
New York
$619K +$39K +3,353 +7%
CIG
213
Cascade Investment Group
Colorado
$610K
EI
214
Ethic Inc
New York
$609K -$11.4K -981 -2%
Jane Street
215
Jane Street
New York
$600K +$601K +51,738 New
SAM
216
Securian Asset Management
Minnesota
$564K -$5.14K -442 -0.9%
SGI
217
Summit Global Investments
Utah
$559K +$560K +48,214 New
Corient Private Wealth
218
Corient Private Wealth
Florida
$552K +$86.7K +7,459 +19%
BCM
219
Bayesian Capital Management
New York
$540K +$542K +46,633 New
Creative Planning
220
Creative Planning
Kansas
$526K -$67.1K -5,775 -11%
PAG
221
Private Advisor Group
New Jersey
$525K -$27.6K -2,375 -5%
IGWM
222
ICA Group Wealth Management
Colorado
$524K -$17.9K -1,541 -3%
Prudential Financial
223
Prudential Financial
New Jersey
$521K -$1.17M -100,490 -69%
SAM
224
Shell Asset Management
Netherlands
$518K -$1.8K -155 -0.3%
VRS
225
Virginia Retirement Systems
Virginia
$509K +$510K +43,919 New

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.