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MDU Resources

391 hedge funds and large institutions have $4.2B invested in MDU Resources in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $3.99M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.6% more ownership

Funds ownership: 183.06%183.67% (+0.6%)

1% less funds holding

Funds holding: 393391 (-2)

4% less capital invested

Capital invested by funds: $4.38B → $4.2B (-$181M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
391
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
137
Reduced
130
Closed
37
Calls
$9.77M
Puts
$3.99M
Net Calls
+$5.78M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$659M +$59.7M +4,988,529 +9%
BlackRock
2
BlackRock
New York
$515M -$19.9M -1,659,149 -4%
State Street
3
State Street
Massachusetts
$399M +$25.3M +2,111,785 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$224M +$18.1M +1,508,334 +8%
LSV Asset Management
5
LSV Asset Management
Illinois
$199M -$10.5M -873,940 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$116M +$22.7M +1,895,913 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$97.3M -$2.29M -191,300 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$90.5M -$345K -28,800 -0.4%
DZ Bank
9
DZ Bank
Germany
$74.7M +$19.9M +1,663,216 +34%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$64.1M -$16.3M -1,359,605 -19%
Norges Bank
11
Norges Bank
Norway
$59.4M -$990K -82,634 -2%
US Bancorp
12
US Bancorp
Minnesota
$56.6M -$51.6K -4,313 -0.1%
Northern Trust
13
Northern Trust
Illinois
$55.5M +$7.57M +631,758 +15%
Charles Schwab
14
Charles Schwab
California
$49.5M +$1.43M +119,313 +3%
AQR Capital Management
15
AQR Capital Management
Connecticut
$48.5M +$76.4K +6,377 +0.1%
ORIO
16
Old Republic International (ORI)
Illinois
$45.6M
Prudential Financial
17
Prudential Financial
New Jersey
$42.3M -$10.9M -908,714 -20%
FCM
18
Frontier Capital Management
Massachusetts
$39.6M -$1.13M -94,636 -3%
JAM
19
Jupiter Asset Management
United Kingdom
$38M -$538K -44,903 -1%
Invesco
20
Invesco
Georgia
$36.2M +$12.8M +1,068,044 +50%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$35M +$21.2M +1,772,948 +137%
Lazard Asset Management
22
Lazard Asset Management
New York
$34.2M -$10M -836,038 -22%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$32.9M +$11.8M +981,768 +51%
Morgan Stanley
24
Morgan Stanley
New York
$29.9M -$4.64M -387,837 -13%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$29.7M +$4.89M +408,058 +18%

MDU Hedge Fund Activity: Q3 2021 in Review

391 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2021, worth a combined $4.2B — down 4.1% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MDU positions and 37 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Vanguard Group, adding an estimated $59.7M. The largest seller was Goldman Sachs, cutting an estimated $53M.

  • 391 institutional investors held MDU Resources (MDU) as of Q3 2021, down from 393 in Q2 2021.
  • Funds reported $4.2B of MDU Resources stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2021 and 37 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q3 2021 was Vanguard Group, an estimated $59.7M added.
  • The largest MDU Resources seller in Q3 2021 was Goldman Sachs, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2021.