MDU Resources
391 hedge funds and large institutions have $3.9B invested in MDU Resources in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 55 closing their positions.
1,010% more call options, than puts
Call options by funds: $22.8M | Put options by funds: $2.06M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
6.09% more ownership
Funds ownership: 180.92% → 187.01% (+6.1%)
5% more capital invested
Capital invested by funds: $3.72B → $3.9B (+$183M)
5% less funds holding
Funds holding: 411 → 391 (-20)
10% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 143
25% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
+$233M |
| 2 |
State Street
Boston,
Massachusetts
|
+$72.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$58.8M |
| 4 |
ECP
Electron Capital Partners
New York
|
+$58.6M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.7M |
| 2 |
Millennium Management
New York
|
-$48.5M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$46.4M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$27.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$21.6M |
MDU Hedge Fund Activity: Q2 2022 in Review
391 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2022, worth a combined $3.9B — up 4.9% from $3.72B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MDU and 41 opened new positions — a net loss of 14 holders — while 143 trimmed existing stakes and 128 added.
The largest buyer was Corvex Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $81.7M.
- 391 institutional investors held MDU Resources (MDU) as of Q2 2022, down from 411 in Q1 2022.
- Funds reported $3.9B of MDU Resources stock for Q2 2022, up 4.9% quarter-over-quarter.
- 41 funds opened new MDU Resources positions in Q2 2022 and 55 closed out, a net change of -14 holders.
- The largest MDU Resources buyer in Q2 2022 was Corvex Management, an estimated $233M added.
- The largest MDU Resources seller in Q2 2022 was Fidelity Investments, an estimated $81.7M sold.
Based on aggregated 13F filings for Q2 2022.