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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
SS
126
Simplicity Solutions
Minnesota
$2.22M +$344K +30,639 +19%
AIC
127
Aurora Investment Counsel
Georgia
$2.04M -$34.7K -3,085 -2%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$2.01M +$1.68M +149,827 +615%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$1.98M +$1.4M +124,817 +266%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$1.97M -$324K -28,824 -14%
AAM
131
Advisors Asset Management
Colorado
$1.94M -$906K -80,613 -32%
VI
132
Versor Investments
New York
$1.94M +$795K +70,744 +73%
HW
133
Hancock Whitney
Mississippi
$1.94M -$83.4K -7,419 -4%
MIM
134
Montgomery Investment Management
Maryland
$1.93M -$148K -13,150 -7%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$1.9M +$1.05M +93,561 +131%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$1.87M
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$1.83M -$146K -12,957 -8%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$1.82M +$18.1K +1,615 +1%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$1.81M -$230K -20,460 -12%
CCA
140
Catalyst Capital Advisors
New York
$1.78M +$80.1K +7,127 +5%
ASRS
141
Arizona State Retirement System
Arizona
$1.74M +$62.7K +5,578 +4%
Prudential Financial
142
Prudential Financial
New Jersey
$1.68M +$1.2M +106,642 +275%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.66M +$10.2K +908 +0.6%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.65M +$8.87K +789 +0.6%
BFM
145
Boothbay Fund Management
New York
$1.61M +$436K +38,825 +39%
CFSG
146
Clark Financial Services Group
Missouri
$1.59M
SOMRS
147
State of Michigan Retirement System
Michigan
$1.57M +$17.7K +1,578 +1%
FM
148
Foster & Motley
Ohio
$1.55M -$50.9K -4,529 -3%
RFA
149
Register Financial Advisors
Georgia
$1.54M +$1.5M +133,248 New
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$1.51M -$697K -62,066 -32%

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.