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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
SWM
326
Spire Wealth Management
Virginia
$64K
TF
327
Tompkins Financial
New York
$64K
SOW
328
State of Wyoming
Wyoming
$59K -$17.4K -1,643 -22%
DAC
329
Dividend Assets Capital
South Carolina
$58K
Nomura Asset Management
330
Nomura Asset Management
Japan
$57K +$59.6K +5,628 New
CTC
331
Central Trust Company
Missouri
$57K +$17.9K +1,691 +43%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$56K
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$6.8K +642 +14%
HA
334
Herold Advisors
New York
$53.3K +$55.7K +5,260 New
HWM
335
HighMark Wealth Management
Minnesota
$53K
TWA
336
TCI Wealth Advisors
Arizona
$53K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$50K +$11.8K +1,110 +29%
ASBI
338
American State Bank (Iowa)
Iowa
$45.1K
IFAM
339
Institutional & Family Asset Management
Colorado
$45K
CT
340
Caldwell Trust
Florida
$44.3K
APA
341
American Portfolios Advisors
New York
$42.9K
SPIA
342
Steward Partners Investment Advisory
New York
$42K -$22.3K -2,104 -34%
SN
343
Sittner & Nelson
Oregon
$41K
CWM
344
Curi Wealth Management
North Carolina
$40K +$307 +29 +0.7%
TSW
345
Thompson Siegel & Walmsley
Virginia
$38K
GWM
346
Geneos Wealth Management
Colorado
$33K +$116 +11 +0.3%
TCM
347
Tradewinds Capital Management
Washington
$32K +$254 +24 +0.8%
Walleye Trading
348
Walleye Trading
New York
$32K +$33.4K +3,151 New
CSB
349
City State Bank
Iowa
$31K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$31K +$773 +73 +2%

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.