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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
CIP
451
Convergence Investment Partners
Florida
-$177K -15,061 Closed
CA
452
CoreCap Advisors
Michigan
-$105K -8,992 Closed
PO
453
Private Ocean
California
-$93K -7,890 Closed
SFM
454
Signet Financial Management
New Jersey
-$42K -3,621 Closed
CFCI
455
Comprehensive Financial Consultants Institutional
Indiana
-$27K -2,661 Closed
TCWM
456
Total Clarity Wealth Management
Illinois
-$31K -2,630 Closed
WFS
457
Widmann Financial Services
Maryland
-$30K -2,630 Closed
Schroder Investment Management Group
458
Schroder Investment Management Group
United Kingdom
-$14K -1,231 Closed
DAM
459
Delta Asset Management
Tennessee
-$12K -1,052 Closed
DFCM
460
Dark Forest Capital Management
Puerto Rico
-$11K -968 Closed
FPWM
461
FSB Premier Wealth Management
Iowa
-$10K -886 Closed
RPCONE
462
Retirement Planning Company of New England
Rhode Island
-$9K -789 Closed
TWM
463
Tradition Wealth Management
Minnesota
-$9K -789 Closed
CT
464
Cambridge Trust
Massachusetts
-$9K -763 Closed
ST
465
Sageworth Trust
Pennsylvania
-$8K -679 Closed
EIP
466
Ellis Investment Partners
Pennsylvania
-$4K -402 Closed
TC
467
TAP Consulting
Missouri
-$2K -192 Closed
GWS
468
Glassman Wealth Services
Virginia
-$1K -118 Closed
AW
469
Avion Wealth
Texas
-$1K -105 Closed
PFBT
470
Parkside Financial Bank & Trust
Missouri
-$1K -47 Closed
BWM
471
Baystate Wealth Management
Massachusetts
-$32 -3 Closed
SIC
472
SJS Investment Consulting
Ohio
+$222 +21 New

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.