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MDU Resources

384 hedge funds and large institutions have $3.82B invested in MDU Resources in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,562% more call options, than puts

Call options by funds: $8.84M | Put options by funds: $532K

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1.81% more ownership

Funds ownership: 132.87%134.68% (+1.8%)

1% more capital invested

Capital invested by funds: $3.78B → $3.82B (+$35.1M)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 124

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

2% less funds holding

Funds holding: 392384 (-8)

Holders
384
Holders Change
-8
Holders Change %
-2.04%
% of All Funds
5.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
55
Increased
122
Reduced
124
Closed
60
Calls
$8.84M
Puts
$532K
Net Calls
+$8.31M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$515M -$3.68M -266,564 -0.7%
BlackRock
2
BlackRock
New York
$467M -$9.69M -701,818 -2%
CM
3
Corvex Management
New York
$255M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$188M +$14M +1,016,980 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$187M -$10.9M -789,935 -6%
State Street
6
State Street
Massachusetts
$157M +$2.54M +184,211 +2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$152M +$43.8M +3,170,537 +41%
American Century Companies
8
American Century Companies
Missouri
$104M +$24.4M +1,764,364 +31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$91.7M +$2.71M +196,522 +3%
Invesco
10
Invesco
Georgia
$78.2M +$30.7M +2,222,484 +65%
First Trust Advisors
11
First Trust Advisors
Illinois
$76.3M +$4.74M +343,320 +7%
Morgan Stanley
12
Morgan Stanley
New York
$76M +$6.64M +480,492 +10%
Norges Bank
13
Norges Bank
Norway
$59.1M -$1.29M -93,449 -2%
Macquarie Group
14
Macquarie Group
Australia
$56.2M +$45.3M +3,281,989 +430%
FCM
15
Frontier Capital Management
Massachusetts
$53.6M +$163K +11,821 +0.3%
Charles Schwab
16
Charles Schwab
California
$49.7M +$105K +7,592 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$49.2M -$85.2K -6,170 -0.2%
RRAM
18
River Road Asset Management
Kentucky
$48.2M -$30.1M -2,177,514 -39%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$43.9M -$3.65M -264,017 -8%
AQR Capital Management
20
AQR Capital Management
Connecticut
$43.8M +$11.7M +843,774 +37%
US Bancorp
21
US Bancorp
Minnesota
$42.1M +$162K +11,716 +0.4%
Northern Trust
22
Northern Trust
Illinois
$35.3M +$3.58M +259,449 +11%
Franklin Resources
23
Franklin Resources
California
$34.7M -$30.5M -2,209,385 -47%
SC
24
Sasco Capital
Connecticut
$34.6M -$3.57M -258,638 -9%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$32.5M +$32.3M +2,339,408 New

MDU Hedge Fund Activity: Q2 2024 in Review

384 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2024, worth a combined $3.82B — up 0.93% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MDU and 55 opened new positions — a net loss of 5 holders — while 124 trimmed existing stakes and 122 added.

The largest buyer was Macquarie Group, adding an estimated $45.3M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $31.5M sold.

  • 384 institutional investors held MDU Resources (MDU) as of Q2 2024, down from 392 in Q1 2024.
  • Funds reported $3.82B of MDU Resources stock for Q2 2024, up 0.93% quarter-over-quarter.
  • 55 funds opened new MDU Resources positions in Q2 2024 and 60 closed out, a net change of -5 holders.
  • The largest MDU Resources buyer in Q2 2024 was Macquarie Group, an estimated $45.3M added.
  • The largest MDU Resources seller in Q2 2024 was HG Vora Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2024.