We are live on ! Find out more
MDU icon

MDU Resources

410 hedge funds and large institutions have $4.4B invested in MDU Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,051% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $247K

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 403410 (+7)

3% more capital invested

Capital invested by funds: $4.25B → $4.4B (+$148M)

8% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 140

1.52% less ownership

Funds ownership: 188.05%186.53% (-1.5%)

Holders
410
Holders Change
+7
Holders Change %
+1.74%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
42
Increased
129
Reduced
140
Closed
31
Calls
$2.84M
Puts
$247K
Net Calls
+$2.6M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$678M +$7.12M +612,516 +1%
BlackRock
2
BlackRock
New York
$574M -$230K -19,826 -0%
State Street
3
State Street
Massachusetts
$478M -$19.7M -1,693,667 -4%
CM
4
Corvex Management
New York
$309M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$150M -$10M -863,107 -6%
Franklin Resources
6
Franklin Resources
California
$128M -$6.12M -526,353 -5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$101M +$2.81M +241,979 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$101M +$25M +2,150,249 +33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$92.9M +$2.39M +205,949 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$90.3M -$135K -11,616 -0.1%
5NCM
11
59 North Capital Management
Texas
$83.1M +$5.81M +500,159 +7%
Norges Bank
12
Norges Bank
Norway
$74.4M +$12.8M +1,102,484 +21%
RRAM
13
River Road Asset Management
Kentucky
$58.7M +$219K +18,877 +0.4%
Charles Schwab
14
Charles Schwab
California
$57.5M -$146K -12,576 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$52.5M -$2.85M -245,631 -5%
US Bancorp
16
US Bancorp
Minnesota
$52.3M +$321K +27,590 +0.6%
Northern Trust
17
Northern Trust
Illinois
$45.5M -$152K -13,123 -0.3%
ORIO
18
Old Republic International (ORI)
Illinois
$44M
FCM
19
Frontier Capital Management
Massachusetts
$41.2M -$1.08M -92,987 -3%
SCM
20
Scopia Capital Management
New York
$39.1M +$10.2M +873,745 +35%
ProShare Advisors
21
ProShare Advisors
Maryland
$34.1M -$2.5M -215,222 -7%
Invesco
22
Invesco
Georgia
$32.4M -$30M -2,580,983 -48%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$32M +$32.1M +2,761,379 New
Millennium Management
24
Millennium Management
New York
$28.6M -$1.79M -154,125 -6%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$27.6M +$2.44M +209,788 +10%

MDU Hedge Fund Activity: Q1 2023 in Review

410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2023, worth a combined $4.4B — up 3.5% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 31 closed out — a net gain of 11 holders — while 129 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $40.7M.

  • 410 institutional investors held MDU Resources (MDU) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $4.4B of MDU Resources stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q1 2023 and 31 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2023 was Adage Capital Partners, an estimated $32.1M added.
  • The largest MDU Resources seller in Q1 2023 was Goldman Sachs, an estimated $40.7M sold.

Based on aggregated 13F filings for Q1 2023.