OCAM
MDU icon

Owl Creek Asset Management’s MDU Resources MDU Stock Holding History

Owl Creek Asset Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,803,639
Closed -$32.3M – 208
2022
Q4 		$32.3M Buy
2,803,639
+1,942,978
+226% +$21.8M 1.08% 21
2022
Q3 		$8.95M Buy
+860,661
New +$9.5M 0.29% 30

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Owl Creek Asset Management's MDU Position: Q1 2023 in Review

Owl Creek Asset Management sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 2,803,639 shares — an estimated $32.3M sold.

Owl Creek Asset Management first reported a position in MDU in Q3 2022 and held it in 2 quarters. The position peaked at $32.3M in Q4 2022. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • Owl Creek Asset Management reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • Owl Creek Asset Management sold 2,803,639 MDU Resources shares in Q1 2023, an estimated $32.3M.
  • Owl Creek Asset Management first reported a position in MDU Resources in Q3 2022 and held it in 2 quarters.
  • Owl Creek Asset Management's MDU Resources position peaked at $32.3M in Q4 2022.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Owl Creek Asset Management's 13F filing for Q1 2023, filed 15 May 2023.