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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
PFS
376
Prospera Financial Services
Texas
$9K +$9.6K +907 New
POIA
377
Pin Oak Investment Advisors
Texas
$8K
MWM
378
Mascoma Wealth Management
New Hampshire
$8K +$8.36K +789 New
MCC
379
Money Concepts Capital
Florida
$8K +$8.39K +792 New
ST
380
Smithfield Trust
Pennsylvania
$7K
ZB
381
Zions Bancorporation
Utah
$7K +$6.88K +650 New
GIA
382
GHP Investment Advisors
Colorado
$6K +$6.27K +592 New
GRP
383
Global Retirement Partners
California
$6K +$6.46K +610 New
RIM
384
Rockbridge Investment Management
New York
$5.58K
TF
385
TimeScale Financial
Massachusetts
$5K +$21 +2 +0.4%
BCMLT
386
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.57K +526 New
STCOSD
387
Sageworth Trust Company of South Dakota
South Dakota
$4K -$19.5K -1,841 -82%
PA
388
Parallel Advisors
California
$4K -$5.26K -497 -54%
EARNEST Partners
389
EARNEST Partners
Georgia
$3K
JFA
390
JNBA Financial Advisors
Minnesota
$3K
PCG
391
Private Capital Group
Connecticut
$3K
LC
392
Lindbrook Capital
California
$3K +$889 +84 +48%
JWA
393
JFS Wealth Advisors
Pennsylvania
$3K +$1.81K +171 +103%
FPS
394
Fieldpoint Private Securities
Connecticut
$2K -$12.4K -1,171 -86%
AIP
395
Ahrens Investment Partners
Louisiana
$2K
AWM
396
Atticus Wealth Management
Florida
$2K
CI
397
Cordant Inc
Oregon
$2K +$1.9K +179 New
TAM
398
Tucker Asset Management
Colorado
$1.6K +$1.67K +158 New
SWA
399
Sutton Wealth Advisors
Florida
$1.15K +$498 +47 +71%
DI
400
Disciplined Investments
Oklahoma
$1K -$11.9K -1,120 -91%

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.