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MDU Resources

405 hedge funds and large institutions have $4.4B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 123

4% more funds holding

Funds holding: 391405 (+14)

1.2% more ownership

Funds ownership: 183.67%184.87% (+1.2%)

5% more capital invested

Capital invested by funds: $4.2B → $4.4B (+$204M)

43% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $8.19M

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
144
Reduced
123
Closed
43
Calls
$4.64M
Puts
$8.19M
Net Calls
-$3.54M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$695M +$9.97M +883,968 +2%
BlackRock
2
BlackRock
New York
$556M +$19.7M +1,746,922 +4%
State Street
3
State Street
Massachusetts
$427M +$11.8M +1,044,096 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$224M -$8.24M -730,963 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$201M -$5.99M -531,042 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$125M +$4.14M +367,074 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M +$3.36M +297,695 +3%
DZ Bank
8
DZ Bank
Germany
$86.7M +$8.68M +769,457 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$80.3M -$13.3M -1,175,819 -15%
Norges Bank
10
Norges Bank
Norway
$62.3M +$501K +44,469 +0.8%
US Bancorp
11
US Bancorp
Minnesota
$59.1M +$258K +22,838 +0.5%
AQR Capital Management
12
AQR Capital Management
Connecticut
$56.9M +$6.23M +552,502 +13%
Millennium Management
13
Millennium Management
New York
$56.7M +$38.2M +3,383,546 +233%
Charles Schwab
14
Charles Schwab
California
$53M +$1.52M +135,158 +3%
Northern Trust
15
Northern Trust
Illinois
$48.3M -$9.1M -806,838 -16%
ORIO
16
Old Republic International (ORI)
Illinois
$47.4M
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$43.3M -$22.4M -1,989,269 -35%
FCM
18
Frontier Capital Management
Massachusetts
$40.8M -$367K -32,516 -0.9%
JAM
19
Jupiter Asset Management
United Kingdom
$39.4M
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$37.2M +$6.08M +538,943 +20%
Invesco
21
Invesco
Georgia
$36.8M -$789K -69,955 -2%
Prudential Financial
22
Prudential Financial
New Jersey
$35.1M -$8.55M -758,507 -20%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$33.1M -$1.09M -97,098 -3%
Goldman Sachs
24
Goldman Sachs
New York
$32.2M +$2.84M +252,033 +10%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$31.4M +$30.2M +2,674,467 New

MDU Hedge Fund Activity: Q4 2021 in Review

405 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.4B — up 4.9% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 144 added to existing stakes and 123 trimmed.

The largest buyer was Millennium Management, adding an estimated $38.2M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.

  • 405 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.4B of MDU Resources stock for Q4 2021, up 4.9% quarter-over-quarter.
  • 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
  • The largest MDU Resources buyer in Q4 2021 was Millennium Management, an estimated $38.2M added.
  • The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2021.