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MDU Resources

403 hedge funds and large institutions have $4.25B invested in MDU Resources in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 117 increasing their positions, 133 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,708% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $78K

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

7% more funds holding

Funds holding: 377403 (+26)

7% more capital invested

Capital invested by funds: $3.99B → $4.25B (+$260M)

0.82% less ownership

Funds ownership: 188.88%188.05% (-0.82%)

12% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 133

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
403
Holders Change
+26
Holders Change %
+6.9%
% of All Funds
6.48%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
65
Increased
117
Reduced
133
Closed
29
Calls
$3.75M
Puts
$78K
Net Calls
+$3.67M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
276
IVC Wealth Advisors
Pennsylvania
$233K
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$231K +$49.3K +4,387 +28%
BOTW
278
Bank of the West
California
$226K +$865 +77 +0.4%
WB
279
WesBanco Bank
West Virginia
$226K +$220K +19,582 New
DBIA
280
Dumont & Blake Investment Advisors
New Jersey
$219K +$213K +18,983 New
KI
281
Kula Investments
Illinois
$210K +$205K +18,241 New
KeyBank National Association
282
KeyBank National Association
Ohio
$210K +$204K +18,180 New
PCMM
283
Piedmont Capital Management (Montana)
Montana
$204K +$199K +17,715 New
CT
284
Colonial Trust
South Carolina
$184K +$179K +15,911 New
GC
285
Garde Capital
Washington
$179K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$170K -$17.7K -1,578 -10%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$168K
BC
288
Bartlett & Co
Ohio
$168K
ACM
289
Adalta Capital Management
New York
$168K +$163K +14,464 New
MFG
290
Mendota Financial Group
Wisconsin
$162K +$158K +14,041 New
Dimensional Fund Advisors
291
Dimensional Fund Advisors
Texas
$159K +$4.43M +394,146 +3%
ABLA
292
Alan B. Lancz & Associates
Ohio
$155K
Deutsche Bank
293
Deutsche Bank
Germany
$148K -$2.44M -217,268 -94%
N
294
Natixis
France
$147K +$144K +12,776 New
Allspring Global Investments
295
Allspring Global Investments
North Carolina
$141K +$13.7K +1,217 +11%
HBT
296
Hills Bank & Trust
Iowa
$138K
BONH
297
Bank of New Hampshire
New Hampshire
$135K -$6.2K -552 -4%
AWM
298
Accel Wealth Management
Iowa
$121K +$17K +1,517 +17%
CA
299
CoreCap Advisors
Michigan
$114K +$111K +9,899 New
HPC
300
HM Payson & Co
Maine
$112K

MDU Hedge Fund Activity: Q4 2022 in Review

403 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2022, worth a combined $4.25B — up 6.5% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MDU positions and 29 closed out — a net gain of 36 holders — while 117 added to existing stakes and 133 trimmed.

The largest buyer was Owl Creek Asset Management, adding an estimated $21.8M. The largest seller was Electron Capital Partners, exiting entirely with an estimated $55.8M sold.

  • 403 institutional investors held MDU Resources (MDU) as of Q4 2022, up from 377 in Q3 2022.
  • Funds reported $4.25B of MDU Resources stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 65 funds opened new MDU Resources positions in Q4 2022 and 29 closed out, a net change of +36 holders.
  • The largest MDU Resources buyer in Q4 2022 was Owl Creek Asset Management, an estimated $21.8M added.
  • The largest MDU Resources seller in Q4 2022 was Electron Capital Partners, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2022.