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MDU Resources
MDU

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4.36% more ownership

Funds ownership: 126.85% → 131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376 → 374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.2M
2
American Century Companies
American Century Companies
Missouri
+$29.2M
3
RRAM
River Road Asset Management
Kentucky
+$18.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
ORIO
Old Republic International (ORI)
Illinois
-$28.3M
2
Millennium Management
Millennium Management
New York
-$15.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.48M
5
Renaissance Technologies
Renaissance Technologies
New York
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
201
Cohen Capital Management
California
$521K – – –
SWM
202
SeaCrest Wealth Management
New York
$521K -$61.1K -5,786 -11%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$496K – – –
PE
204
Point72 Europe
United Kingdom
$488K +$469K +44,482 New
X
205
Xponance
Pennsylvania
$485K +$2.29K +217 +0.5%
FIB
206
First Interstate Bank
Montana
$457K – – –
QCM
207
Quantinno Capital Management
New York
$450K +$9.57K +907 +2%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$446K – – –
SOADOR
209
State of Alaska Department of Revenue
Alaska
$435K -$42.3K -4,007 -9%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$433K -$36K -3,411 -8%
TC
211
TwinBeech Capital
New York
$433K +$417K +39,465 New
Creative Planning
212
Creative Planning
Kansas
$408K +$62.1K +5,885 +19%
PAM
213
Palisade Asset Management
Minnesota
$408K -$1.18K -112 -0.3%
GI
214
Gradient Investments
Minnesota
$407K – – –
FWM
215
Forza Wealth Management
Florida
$406K – – –
OAM
216
Oppenheimer Asset Management
New York
$404K +$7.18K +680 +2%
SMC
217
Smith, Moore & Co
Missouri
$397K -$143K -13,556 -27%
CIG
218
Cascade Investment Group
Colorado
$396K – – –
II
219
Inspire Investing
Idaho
$384K +$70.9K +6,720 +24%
AWM
220
Apollon Wealth Management
South Carolina
$381K -$1.19K -113 -0.3%
Corient Private Wealth
221
Corient Private Wealth
Florida
$381K +$37.3K +3,535 +11%
GI
222
GAMCO Investors
Connecticut
$368K – – –
State of Wisconsin Investment Board
223
State of Wisconsin Investment Board
Wisconsin
$363K -$111K -10,515 -24%
PHK
224
Point72 Hong Kong
Hong Kong
$361K +$347K +32,912 New
BC
225
Bridgefront Capital
Texas
$359K +$98.3K +9,312 +40%
7 8
9
10 11

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.