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MDU Resources

377 hedge funds and large institutions have $3.64B invested in MDU Resources in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 145 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.56M

15% more capital invested

Capital invested by funds: $3.15B → $3.64B (+$488M)

8% more funds holding

Funds holding: 350377 (+27)

2.01% less ownership

Funds ownership: 183.48%181.46% (-2%)

26% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 145

Holders
377
Holders Change
+27
Holders Change %
+7.71%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
108
Reduced
145
Closed
33
Calls
$1.82M
Puts
$1.56M
Net Calls
+$264K
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$546M +$9.86M +1,055,226 +2%
BlackRock
2
BlackRock
New York
$450M +$26.7K +2,858 +0%
State Street
3
State Street
Massachusetts
$364M -$10.6M -1,133,998 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$182M +$29.3M +3,132,572 +21%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$109M +$17.5M +1,876,428 +21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.6M +$9.24M +988,821 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$84.4M +$9.21M +985,397 +13%
Parnassus Investments
8
Parnassus Investments
California
$83.2M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$80.2M +$5.28M +564,847 +8%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$67.8M +$13.6M +1,456,840 +27%
First Trust Advisors
11
First Trust Advisors
Illinois
$64.7M -$2.43M -260,069 -4%
Norges Bank
12
Norges Bank
Norway
$56.2M +$2.96M +316,838 +6%
Prudential Financial
13
Prudential Financial
New Jersey
$51.2M +$2.66M +284,196 +6%
US Bancorp
14
US Bancorp
Minnesota
$50.5M -$571K -61,123 -1%
FCM
15
Frontier Capital Management
Massachusetts
$48.8M -$1.76M -188,723 -4%
Northern Trust
16
Northern Trust
Illinois
$44M -$834K -89,235 -2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$43.5M -$14.6M -1,562,983 -26%
ORIO
18
Old Republic International (ORI)
Illinois
$40.5M
Charles Schwab
19
Charles Schwab
California
$40.4M +$436K +46,704 +1%
Goldman Sachs
20
Goldman Sachs
New York
$39.5M -$5.68M -607,319 -13%
JAM
21
Jupiter Asset Management
United Kingdom
$37M -$1.56M -167,298 -4%
Lazard Asset Management
22
Lazard Asset Management
New York
$36.2M +$2.29M +244,624 +7%
DZ Bank
23
DZ Bank
Germany
$33.9M +$598K +63,969 +2%
PPA
24
Parametric Portfolio Associates
Washington
$28M +$3.98M +425,625 +18%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$27M -$45.4M -4,855,375 -64%

MDU Hedge Fund Activity: Q4 2020 in Review

377 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2020, worth a combined $3.64B — up 15% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 33 closed out — a net gain of 28 holders — while 108 added to existing stakes and 145 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $29.3M. The largest seller was Acadian Asset Management, cutting an estimated $45.4M.

  • 377 institutional investors held MDU Resources (MDU) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $3.64B of MDU Resources stock for Q4 2020, up 15% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2020 and 33 closed out, a net change of +28 holders.
  • The largest MDU Resources buyer in Q4 2020 was LSV Asset Management, an estimated $29.3M added.
  • The largest MDU Resources seller in Q4 2020 was Acadian Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2020.