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MDU Resources

374 hedge funds and large institutions have $2.93B invested in MDU Resources in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 117 increasing their positions, 139 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

872% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $338K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 126.85%131.21% (+4.4%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

4% more capital invested

Capital invested by funds: $2.81B → $2.93B (+$119M)

1% less funds holding

Funds holding: 376374 (-2)

16% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 139

Holders
374
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
41
Increased
117
Reduced
139
Closed
39
Calls
$3.29M
Puts
$338K
Net Calls
+$2.95M
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M -$415K -39,279 -0.1%
BlackRock
2
BlackRock
New York
$376M -$3.63M -344,352 -1%
CM
3
Corvex Management
New York
$201M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$122M +$16.3M +1,548,870 +16%
State Street
5
State Street
Massachusetts
$119M +$5.48M +519,024 +5%
Morgan Stanley
6
Morgan Stanley
New York
$104M +$50.2M +4,758,285 +100%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$87.2M +$15.5M +1,472,846 +23%
Franklin Resources
8
Franklin Resources
California
$83.3M +$686 +65 +0%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$70.1M +$2.54M +241,114 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$66.7M +$1.72M +162,712 +3%
RRAM
11
River Road Asset Management
Kentucky
$58M +$18.5M +1,755,435 +50%
First Trust Advisors
12
First Trust Advisors
Illinois
$50.7M +$840K +79,541 +2%
FCM
13
Frontier Capital Management
Massachusetts
$42.4M +$1.28M +121,428 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$41.5M -$13.9M -1,313,901 -26%
American Century Companies
15
American Century Companies
Missouri
$40.9M +$29.2M +2,768,494 +288%
Norges Bank
16
Norges Bank
Norway
$39M -$2.24M -212,129 -6%
Charles Schwab
17
Charles Schwab
California
$38M +$1.05M +99,580 +3%
JGC
18
J. Goldman & Co
New York
$36.5M +$4.51M +427,258 +15%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$35.1M +$6.72M +636,335 +25%
US Bancorp
20
US Bancorp
Minnesota
$33.3M -$880K -83,339 -3%
5NCM
21
59 North Capital Management
Texas
$31.4M -$4.34M -410,847 -13%
Citadel Advisors
22
Citadel Advisors
Florida
$30.9M -$6.51M -616,456 -18%
AQR Capital Management
23
AQR Capital Management
Connecticut
$28.6M +$901K +85,384 +3%
Northern Trust
24
Northern Trust
Illinois
$28.4M +$549K +52,002 +2%
Invesco
25
Invesco
Georgia
$27.9M +$2.02M +191,235 +8%

MDU Hedge Fund Activity: Q4 2023 in Review

374 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2023, worth a combined $2.93B — up 4.2% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MDU positions and 39 closed out — a net gain of 2 holders — while 117 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Old Republic International (ORI), exiting entirely with an estimated $28.3M sold.

  • 374 institutional investors held MDU Resources (MDU) as of Q4 2023, down from 376 in Q3 2023.
  • Funds reported $2.93B of MDU Resources stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q4 2023 and 39 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q4 2023 was Morgan Stanley, an estimated $50.2M added.
  • The largest MDU Resources seller in Q4 2023 was Old Republic International (ORI), an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2023.