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MDU Resources

398 hedge funds and large institutions have $2.94B invested in MDU Resources in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 51 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $168K

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

1% less funds holding

Funds holding: 402398 (-4)

30% less capital invested

Capital invested by funds: $4.18B → $2.94B (-$1.24B)

54.9% less ownership

Funds ownership: 134.95%80.05% (-55%)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

82% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 278

Holders
398
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
69
Increased
51
Reduced
278
Closed
68
Calls
$1.98M
Puts
$168K
Net Calls
+$1.81M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$479M -$121M -6,879,084 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$414M -$221M -12,599,563 -35%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$148M -$101M -5,746,954 -41%
CM
4
Corvex Management
New York
$128M -$197M -11,206,580 -61%
First Trust Advisors
5
First Trust Advisors
Illinois
$126M +$27.3M +1,554,039 +29%
State Street
6
State Street
Massachusetts
$125M -$80.4M -4,585,035 -40%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$103M -$84.7M -4,829,913 -46%
American Century Companies
8
American Century Companies
Missouri
$77.9M -$87.1M -4,962,259 -53%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$63.3M -$56.1M -3,199,981 -48%
Morgan Stanley
10
Morgan Stanley
New York
$62.7M -$23.1M -1,313,984 -27%
Macquarie Group
11
Macquarie Group
Australia
$56.9M -$36.8M -2,097,331 -40%
PP
12
Pertento Partners
United Kingdom
$53.9M +$2.71M +154,442 +5%
Invesco
13
Invesco
Georgia
$43.3M -$58M -3,306,802 -58%
Norges Bank
14
Norges Bank
Norway
$40.9M -$35.7M -2,034,601 -47%
Charles Schwab
15
Charles Schwab
California
$39.3M -$27.7M -1,579,498 -42%
HAI
16
Hennessy Advisors Inc
California
$38.8M +$32.1M +1,830,455 +564%
FCM
17
Frontier Capital Management
Massachusetts
$38.1M -$30.5M -1,736,471 -45%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$38M -$19.5M -1,112,843 -35%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$37.9M -$19.4M -1,103,462 -34%
US Bancorp
20
US Bancorp
Minnesota
$31.2M -$22.6M -1,290,061 -43%
Northern Trust
21
Northern Trust
Illinois
$28.4M -$23.8M -1,358,692 -46%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$25.2M -$17.4M -989,806 -41%
JAM
23
Jupiter Asset Management
United Kingdom
$24.1M -$6.59M -375,683 -22%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$22.1M -$17.2M -980,624 -44%
HRCM
25
Hood River Capital Management
Florida
$20M -$15.5M -885,680 -44%

MDU Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2024, worth a combined $2.94B — down 30% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MDU positions and 68 closed out — a net gain of 1 holder — while 51 added to existing stakes and 278 trimmed.

The largest buyer was Hennessy Advisors Inc, adding an estimated $32.1M. The largest seller was Vanguard Group, cutting an estimated $221M.

  • 398 institutional investors held MDU Resources (MDU) as of Q4 2024, down from 402 in Q3 2024.
  • Funds reported $2.94B of MDU Resources stock for Q4 2024, down 30% quarter-over-quarter.
  • 69 funds opened new MDU Resources positions in Q4 2024 and 68 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $32.1M added.
  • The largest MDU Resources seller in Q4 2024 was Vanguard Group, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2024.