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MDU Resources

398 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.36M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $3.64B → $4.38B (+$740M)

15% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 125

6% more funds holding

Funds holding: 377398 (+21)

0.7% more ownership

Funds ownership: 181.46%182.16% (+0.7%)

Holders
398
Holders Change
+21
Holders Change %
+5.57%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
60
Increased
144
Reduced
125
Closed
37
Calls
$12.8M
Puts
$3.36M
Net Calls
+$9.4M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$624M -$28.6M -2,622,782 -5%
BlackRock
2
BlackRock
New York
$573M +$30.7M +2,817,675 +6%
State Street
3
State Street
Massachusetts
$427M -$7.94M -728,523 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$222M +$3.74M +343,173 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M +$2.68M +246,312 +2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$114M +$30.1M +2,759,354 +41%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$111M +$6.5M +596,586 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$99.8M +$3.22M +295,904 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$97M -$3.9M -358,261 -4%
Goldman Sachs
10
Goldman Sachs
New York
$75M +$25M +2,294,674 +58%
Parnassus Investments
11
Parnassus Investments
California
$74.5M -$23M -2,105,897 -25%
Norges Bank
12
Norges Bank
Norway
$67M -$365K -33,463 -0.6%
US Bancorp
13
US Bancorp
Minnesota
$60.6M +$24.8K +2,272 +0%
Prudential Financial
14
Prudential Financial
New Jersey
$58.2M -$2.99M -274,166 -5%
Northern Trust
15
Northern Trust
Illinois
$54.1M +$1.2M +110,218 +3%
AQR Capital Management
16
AQR Capital Management
Connecticut
$51.9M -$548K -50,257 -1%
Charles Schwab
17
Charles Schwab
California
$49.8M +$1.17M +107,694 +3%
ORIO
18
Old Republic International (ORI)
Illinois
$48.6M
DZ Bank
19
DZ Bank
Germany
$44.6M +$3.52M +323,116 +10%
Lazard Asset Management
20
Lazard Asset Management
New York
$43.5M +$61.3K +5,621 +0.2%
FCM
21
Frontier Capital Management
Massachusetts
$42.6M -$14.5M -1,328,505 -27%
JAM
22
Jupiter Asset Management
United Kingdom
$42.5M -$1.75M -160,588 -4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$35M +$2.42M +222,336 +8%
Wells Fargo
24
Wells Fargo
California
$33.1M +$5.61M +514,510 +23%
PPA
25
Parametric Portfolio Associates
Washington
$31.8M -$1.57M -144,378 -5%

MDU Hedge Fund Activity: Q1 2021 in Review

398 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2021, worth a combined $4.38B — up 20% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDU positions and 37 closed out — a net gain of 23 holders — while 144 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was First Trust Advisors, cutting an estimated $45.5M.

  • 398 institutional investors held MDU Resources (MDU) as of Q1 2021, up from 377 in Q4 2020.
  • Funds reported $4.38B of MDU Resources stock for Q1 2021, up 20% quarter-over-quarter.
  • 60 funds opened new MDU Resources positions in Q1 2021 and 37 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q1 2021 was BlackRock, an estimated $30.7M added.
  • The largest MDU Resources seller in Q1 2021 was First Trust Advisors, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.