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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
X
201
Xponance
Pennsylvania
$477K -$8.48K -737 -2%
Walleye Capital
202
Walleye Capital
New York
$476K +$506K +43,907 New
State of Wisconsin Investment Board
203
State of Wisconsin Investment Board
Wisconsin
$473K +$99.4K +8,631 +25%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$473K -$21.6K -1,877 -4%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$465K -$201K -17,471 -29%
FIB
206
First Interstate Bank
Montana
$452K +$4.16K +361 +0.9%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$441K +$468K +40,649 New
QCM
208
Quantinno Capital Management
New York
$435K +$462K +40,141 New
PAM
209
Palisade Asset Management
Minnesota
$405K -$11.7K -1,014 -3%
GI
210
Gradient Investments
Minnesota
$402K
FWM
211
Forza Wealth Management
Florida
$401K
OAM
212
Oppenheimer Asset Management
New York
$392K +$1.96K +170 +0.5%
CIG
213
Cascade Investment Group
Colorado
$392K
Natixis Advisors
214
Natixis Advisors
Massachusetts
$381K -$4.32K -375 -1%
AWM
215
Apollon Wealth Management
South Carolina
$378K +$142K +12,322 +55%
GCP
216
GSA Capital Partners
United Kingdom
$375K +$398K +34,526 New
GI
217
GAMCO Investors
Connecticut
$364K -$31.2K -2,708 -7%
Mariner
218
Mariner
Kansas
$357K +$17.4K +1,514 +5%
SSA
219
Schonfeld Strategic Advisors
New York
$355K -$942K -81,788 -71%
Creative Planning
220
Creative Planning
Kansas
$340K -$40K -3,473 -10%
AF
221
Advisornet Financial
Minnesota
$338K -$153K -13,288 -30%
Corient Private Wealth
222
Corient Private Wealth
Florida
$338K -$492K -42,727 -58%
SAM
223
Securian Asset Management
Minnesota
$338K -$18.5K -1,610 -5%
AIM
224
Arcadia Investment Management
Michigan
$336K -$320K -27,797 -47%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$334K -$387K -33,651 -52%

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.