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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
X
201
Xponance
Pennsylvania
$609K -$7.29K -630 -1%
Federated Hermes
202
Federated Hermes
Pennsylvania
$599K +$152K +13,147 +44%
JF
203
Jump Financial
Illinois
$591K +$490K +42,325 New
VPIM
204
Vanguard Personalized Indexing Management
California
$591K +$490K +42,322 New
CAM
205
Cresset Asset Management
Illinois
$577K +$179K +15,498 +60%
BCM
206
Bayesian Capital Management
New York
$571K +$473K +40,883 New
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$568K
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$562K +$9.15K +791 +2%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$553K
OAM
210
Oppenheimer Asset Management
New York
$551K +$31K +2,675 +7%
CCIA
211
Campbell & Co Investment Adviser
Maryland
$540K -$1.65M -142,404 -79%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$535K +$67.8K +5,863 +18%
Jane Street
213
Jane Street
New York
$528K -$304K -26,312 -41%
B
214
Bailard
California
$521K -$174K -15,003 -29%
PAM
215
Palisade Asset Management
Minnesota
$519K
FWM
216
Forza Wealth Management
Florida
$516K
Citigroup
217
Citigroup
New York
$515K -$486K -42,028 -53%
Creative Planning
218
Creative Planning
Kansas
$506K -$11.2K -964 -3%
SMC
219
Smith, Moore & Co
Missouri
$505K
CIG
220
Cascade Investment Group
Colorado
$504K
Corient Private Wealth
221
Corient Private Wealth
Florida
$495K +$8.67K +749 +2%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$474K +$205K +17,733 +109%
AWM
223
Apollon Wealth Management
South Carolina
$473K -$9.76K -843 -2%
SWM
224
SeaCrest Wealth Management
New York
$471K -$167K -14,408 -30%
GI
225
GAMCO Investors
Connecticut
$459K -$8.35K -722 -2%

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.