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MDU Resources

393 hedge funds and large institutions have $4.38B invested in MDU Resources in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.84M

2% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 133

0.9% more ownership

Funds ownership: 182.16%183.06% (+0.9%)

0% less capital invested

Capital invested by funds: $4.38B → $4.38B (-$155K)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 398393 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
393
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
6.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
136
Reduced
133
Closed
46
Calls
$15.4M
Puts
$3.84M
Net Calls
+$11.5M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$636M +$19M +1,517,188 +3%
BlackRock
2
BlackRock
New York
$564M -$5.07M -404,403 -0.8%
State Street
3
State Street
Massachusetts
$396M -$28.7M -2,292,384 -6%
LSV Asset Management
4
LSV Asset Management
Illinois
$221M +$524K +41,816 +0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$218M +$89.9M +7,174,200 +64%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$105M +$6.43M +513,232 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$100M -$10.3M -822,002 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$95.9M -$264K -21,089 -0.3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$84M -$31.1M -2,479,098 -26%
Goldman Sachs
10
Goldman Sachs
New York
$82.4M +$8.48M +676,312 +11%
Norges Bank
11
Norges Bank
Norway
$63.7M -$2.83M -225,615 -4%
US Bancorp
12
US Bancorp
Minnesota
$59.9M -$255K -20,319 -0.4%
DZ Bank
13
DZ Bank
Germany
$59.1M +$15.7M +1,249,329 +34%
Prudential Financial
14
Prudential Financial
New Jersey
$55.5M -$2.27M -180,789 -4%
Northern Trust
15
Northern Trust
Illinois
$51.1M -$2.68M -213,417 -5%
Charles Schwab
16
Charles Schwab
California
$50.8M +$1.52M +121,103 +3%
AQR Capital Management
17
AQR Capital Management
Connecticut
$50.7M -$814K -64,908 -1%
ORIO
18
Old Republic International (ORI)
Illinois
$48.2M
Lazard Asset Management
19
Lazard Asset Management
New York
$46M +$3.07M +244,805 +7%
FCM
20
Frontier Capital Management
Massachusetts
$43M +$791K +63,138 +2%
JAM
21
Jupiter Asset Management
United Kingdom
$40.7M -$1.48M -117,924 -3%
Morgan Stanley
22
Morgan Stanley
New York
$36.2M +$15.6M +1,242,376 +69%
Wells Fargo
23
Wells Fargo
California
$35M +$2.2M +175,871 +6%
PPA
24
Parametric Portfolio Associates
Washington
$33M +$1.57M +124,954 +5%
First Trust Advisors
25
First Trust Advisors
Illinois
$29.8M +$2.69M +215,004 +9%

MDU Hedge Fund Activity: Q2 2021 in Review

393 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2021, worth a combined $4.38B — down 0% from $4.38B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of MDU and 45 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 136 added.

The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.5M sold.

  • 393 institutional investors held MDU Resources (MDU) as of Q2 2021, down from 398 in Q1 2021.
  • Funds reported $4.38B of MDU Resources stock for Q2 2021, down 0% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q2 2021 and 46 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q2 2021 was Fidelity Investments, an estimated $89.9M added.
  • The largest MDU Resources seller in Q2 2021 was Parnassus Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2021.