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MDU Resources

411 hedge funds and large institutions have $3.72B invested in MDU Resources in 2022 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $5.74M

18% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 61

1% more funds holding

Funds holding: 405411 (+6)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.95% less ownership

Funds ownership: 184.87%180.92% (-3.9%)

15% less capital invested

Capital invested by funds: $4.4B → $3.72B (-$678M)

Holders
411
Holders Change
+6
Holders Change %
+1.48%
% of All Funds
6.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
139
Reduced
130
Closed
61
Calls
$12.2M
Puts
$5.74M
Net Calls
+$6.44M
Net Calls Change
+$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Apollon Wealth Management
South Carolina
$301K -$426K -40,253 -58%
SCM
277
Shelton Capital Management
Colorado
$296K
Mariner
278
Mariner
Kansas
$295K +$308K +29,108 New
CHC
279
City Holding Co
West Virginia
$293K -$4.18K -395 -1%
CB
280
CNB Bank
Pennsylvania
$284K
VI
281
Versor Investments
New York
$284K +$297K +28,035 New
TIM
282
Thompson Investment Management
Wisconsin
$282K
Natixis Advisors
283
Natixis Advisors
Massachusetts
$278K -$289K -27,280 -50%
AIM
284
Anchor Investment Management
South Carolina
$277K +$16.7K +1,578 +6%
ECM
285
Elgethun Capital Management
South Dakota
$275K +$1.33K +126 +0.5%
TCM
286
Teza Capital Management
Illinois
$272K +$284K +26,833 New
HCA
287
Horan Capital Advisors
Ohio
$267K
Vontobel Holding
288
Vontobel Holding
Switzerland
$267K
State of Tennessee, Department of Treasury
289
State of Tennessee, Department of Treasury
Tennessee
$267K +$278K +26,299 New
KAS
290
Kestra Advisory Services
Texas
$258K -$8.49K -802 -3%
PP
291
PDT Partners
New York
$258K +$269K +25,436 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$242K +$253K +23,898 New
II
293
Inspire Investing
Idaho
$236K +$23.2K +2,188 +10%
AAS
294
Avantax Advisory Services
Texas
$235K +$245K +23,164 New
MCA
295
MSH Capital Advisors
Arizona
$234K -$16.7K -1,578 -6%
4WM
296
44 Wealth Management
Oregon
$234K +$2.79K +263 +1%
Creative Planning
297
Creative Planning
Kansas
$220K -$34.2K -3,227 -13%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$217K -$662K -62,476 -74%
FFN
299
Focus Financial Network
Minnesota
$215K +$223K +21,031 New
FT
300
Fiduciary Trust
Massachusetts
$213K

MDU Hedge Fund Activity: Q1 2022 in Review

411 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2022, worth a combined $3.72B — down 15% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MDU positions and 61 closed out — a net gain of 11 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Franklin Resources, adding an estimated $58.9M. The largest seller was DZ Bank, cutting an estimated $72.6M.

  • 411 institutional investors held MDU Resources (MDU) as of Q1 2022, up from 405 in Q4 2021.
  • Funds reported $3.72B of MDU Resources stock for Q1 2022, down 15% quarter-over-quarter.
  • 72 funds opened new MDU Resources positions in Q1 2022 and 61 closed out, a net change of +11 holders.
  • The largest MDU Resources buyer in Q1 2022 was Franklin Resources, an estimated $58.9M added.
  • The largest MDU Resources seller in Q1 2022 was DZ Bank, an estimated $72.6M sold.

Based on aggregated 13F filings for Q1 2022.