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MDU Resources
MDU

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374 → 392 (+18)

1.66% more ownership

Funds ownership: 131.21% → 132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.4M
2
HVCM
HG Vora Capital Management
New York
+$26.1M
3
American Century Companies
American Century Companies
Missouri
+$23.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.6M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$15.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
JGC
J. Goldman & Co
New York
-$36.5M
3
Franklin Resources
Franklin Resources
California
-$33.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$31.5M
5
Millennium Management
Millennium Management
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$521M -$3.02M -261,317 -0.7%
BlackRock
2
BlackRock
New York
$479M +$173K +14,950 +0%
CM
3
Corvex Management
New York
$256M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M +$72.4M +6,257,419 +79%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$175M +$15.6M +1,349,191 +12%
State Street
6
State Street
Massachusetts
$155M +$3.11M +269,091 +2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M +$15.7M +1,360,071 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$89.4M +$3.73M +322,602 +5%
American Century Companies
9
American Century Companies
Missouri
$80.2M +$23.3M +2,011,824 +54%
RRAM
10
River Road Asset Management
Kentucky
$78.8M +$4.09M +353,720 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$71.8M +$6M +518,253 +11%
Morgan Stanley
12
Morgan Stanley
New York
$69.6M -$52.2M -4,510,675 -48%
Franklin Resources
13
Franklin Resources
California
$65.7M -$33.4M -2,887,365 -38%
Norges Bank
14
Norges Bank
Norway
$60.6M +$9.14M +789,469 +22%
FCM
15
Frontier Capital Management
Massachusetts
$53.6M -$274K -23,709 -0.6%
Charles Schwab
16
Charles Schwab
California
$49.8M +$1.2M +103,540 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$49.5M -$2.75M -237,446 -6%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$47.7M +$2.5M +215,995 +7%
Invesco
19
Invesco
Georgia
$47.5M +$9.94M +858,824 +34%
US Bancorp
20
US Bancorp
Minnesota
$42.1M -$277K -23,927 -0.8%
SC
21
Sasco Capital
Connecticut
$38.4M +$3.4M +294,088 +12%
AQR Capital Management
22
AQR Capital Management
Connecticut
$31.8M -$3.46M -299,420 -11%
Northern Trust
23
Northern Trust
Illinois
$31.8M -$3.66M -316,539 -12%
HVCM
24
HG Vora Capital Management
New York
$31.5M +$26.1M +2,256,250 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$29.2M -$468K -40,486 -2%
1
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MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.