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MDU Resources
MDU

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: 377 → 403 (+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: 8 → 6 (-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

Top Buyers

1
OCAM
Owl Creek Asset Management
New York
+$21.8M
2
Millennium Management
Millennium Management
New York
+$21.6M
3
5NCM
59 North Capital Management
Texas
+$19.6M
4
BlackRock
BlackRock
New York
+$19.4M
5
SC
Sasco Capital
Connecticut
+$15.6M

Top Sellers

1
ECP
Electron Capital Partners
New York
-$55.8M
2
LSV Asset Management
LSV Asset Management
Illinois
-$55M
3
State Street
State Street
Massachusetts
-$18.2M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.75M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$25M -$748K -66,575 -3%
Principal Financial Group
27
Principal Financial Group
Iowa
$24.2M +$140K +12,465 +0.6%
Pzena Investment Management
28
Pzena Investment Management
New York
$23.7M – – –
Ameriprise
29
Ameriprise
Minnesota
$22.8M -$604K -53,731 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$22M -$4.89M -434,843 -19%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$18.7M +$613K +54,559 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$18.5M +$7.09M +630,933 +65%
JP Morgan Chase
33
JP Morgan Chase
New York
$17.7M +$1.67M +148,376 +11%
MAP
34
Managed Asset Portfolios
Michigan
$17.5M +$112K +9,936 +0.7%
N
35
Nuveen
North Carolina
$16.9M +$797K +70,959 +5%
DIA
36
Davidson Investment Advisors
Montana
$16.5M -$188K -16,708 -1%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$16.3M +$423K +37,655 +3%
SC
38
Sasco Capital
Connecticut
$16M +$15.6M +1,385,331 New
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$15.5M -$632K -56,253 -4%
LSV Asset Management
40
LSV Asset Management
Illinois
$15M -$55M -4,895,097 -79%
Swiss National Bank
41
Swiss National Bank
Switzerland
$14.9M +$260K +23,143 +2%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$14.6M -$3.85M -342,535 -21%
Bank of America
43
Bank of America
North Carolina
$14.6M +$908K +80,790 +7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$14.6M +$42.2K +3,760 +0.3%
Legal & General Group
45
Legal & General Group
United Kingdom
$14.4M +$1.03M +92,083 +8%
Macquarie Group
46
Macquarie Group
Australia
$13.5M -$362K -32,248 -3%
AIA
47
Angeles Investment Advisors
California
$13.4M – – –
JGUA
48
John G. Ullman & Associates
New York
$12.5M -$117K -10,435 -1%
HA
49
Heartland Advisors
Wisconsin
$12.1M -$59.1K -5,260 -0.5%
AQR Capital Management
50
AQR Capital Management
Connecticut
$11.7M -$2.74M -244,269 -19%
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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.