We are live on ! Find out more
MDU icon

MDU Resources

418 hedge funds and large institutions have $3.97B invested in MDU Resources in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 109

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

4% more capital invested

Capital invested by funds: $3.8B → $3.97B (+$167M)

1% more funds holding

Funds holding: 414418 (+4)

1.57% less ownership

Funds ownership: 95.28%93.71% (-1.6%)

78% less call options, than puts

Call options by funds: $25K | Put options by funds: $112K

Holders
418
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
162
Reduced
109
Closed
43
Calls
$25K
Puts
$112K
Net Calls
-$87K
Net Calls Change
-$720K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$566K +$9.2K +449 +2%
SFA
202
Sequoia Financial Advisors
Ohio
$562K +$60.3K +2,945 +12%
Jacobs Levy Equity Management
203
Jacobs Levy Equity Management
New Jersey
$557K -$5.83M -284,412 -91%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$554K +$1.93K +94 +0.4%
CCM
205
Cohen Capital Management
California
$545K
BPA
206
Beacon Pointe Advisors
California
$534K +$528K +25,762 New
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$518K
II
208
Inspire Investing
Idaho
$518K -$200K -9,758 -28%
FPB
209
First PREMIER Bank
South Dakota
$509K -$11.5K -560 -2%
SWM
210
SeaCrest Wealth Management
New York
$502K +$18.4K +900 +4%
CC
211
Centiva Capital
New York
$501K +$496K +24,201 New
MOACM
212
Mutual of America Capital Management
New York
$485K +$737 +36 +0.2%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$474K +$201K +9,814 +75%
AIA
214
Allied Investment Advisors
Montana
$462K
ISL
215
Ingalls & Snyder LLC
New York
$462K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$450K
SAM
217
Sagewood Asset Management
New York
$448K -$25K -1,219 -5%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$447K +$168K +8,195 +61%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$432K +$61.8K +3,016 +17%
FWM
220
Forza Wealth Management
Florida
$424K
CIG
221
Cascade Investment Group
Colorado
$414K
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$398K +$2.91K +142 +0.7%
UCFA
223
United Capital Financial Advisors
Texas
$389K +$385K +18,798 New
LIP
224
Lighthouse Investment Partners
Florida
$384K +$380K +18,537 New
ECM
225
Everence Capital Management
Indiana
$378K