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MDU Resources

402 hedge funds and large institutions have $4.18B invested in MDU Resources in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,767% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $304K

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $3.82B → $4.18B (+$361M)

5% more funds holding

Funds holding: 384402 (+18)

0.27% more ownership

Funds ownership: 134.68%134.95% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 132

Holders
402
Holders Change
+18
Holders Change %
+4.69%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
56
Increased
131
Reduced
132
Closed
35
Calls
$8.72M
Puts
$304K
Net Calls
+$8.41M
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$541M -$20.5M -1,436,551 -4%
BlackRock
2
BlackRock
New York
$508M -$1.83M -128,673 -0.4%
CM
3
Corvex Management
New York
$278M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$212M +$5.85M +410,906 +3%
State Street
5
State Street
Massachusetts
$175M +$2.95M +207,068 +2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$160M -$5.65M -396,633 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$144M -$56.2M -3,947,586 -29%
American Century Companies
8
American Century Companies
Missouri
$141M +$25.3M +1,777,427 +24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$102M +$1.68M +118,106 +2%
Invesco
10
Invesco
Georgia
$86.7M +$1.23M +86,335 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$82.7M -$549K -38,565 -0.7%
Macquarie Group
12
Macquarie Group
Australia
$79.8M +$17.2M +1,208,635 +30%
Morgan Stanley
13
Morgan Stanley
New York
$72.8M -$9.58M -672,848 -12%
Norges Bank
14
Norges Bank
Norway
$65.3M +$758K +53,214 +1%
FCM
15
Frontier Capital Management
Massachusetts
$58.5M -$1.91K -134 -0%
Charles Schwab
16
Charles Schwab
California
$57.1M +$2.62M +184,029 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$48.9M -$4.45M -312,423 -9%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$48.9M +$873K +61,337 +2%
US Bancorp
19
US Bancorp
Minnesota
$45.9M -$78.9K -5,543 -0.2%
Northern Trust
20
Northern Trust
Illinois
$44.6M +$5.68M +399,152 +16%
PP
21
Pertento Partners
United Kingdom
$43.1M +$13.4M +942,067 +50%
AQR Capital Management
22
AQR Capital Management
Connecticut
$42.7M -$4.84M -339,990 -11%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$36.3M +$726K +50,973 +2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$33.6M +$1.69M +118,354 +6%
SC
25
Sasco Capital
Connecticut
$32.4M -$5.03M -352,986 -14%

MDU Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2024, worth a combined $4.18B — up 9.5% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 35 closed out — a net gain of 21 holders — while 131 added to existing stakes and 132 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.1M. The largest seller was Fidelity Investments, cutting an estimated $56.2M.

  • 402 institutional investors held MDU Resources (MDU) as of Q3 2024, up from 384 in Q2 2024.
  • Funds reported $4.18B of MDU Resources stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q3 2024 and 35 closed out, a net change of +21 holders.
  • The largest MDU Resources buyer in Q3 2024 was Citadel Advisors, an estimated $27.1M added.
  • The largest MDU Resources seller in Q3 2024 was Fidelity Investments, an estimated $56.2M sold.

Based on aggregated 13F filings for Q3 2024.