MDU Resources
407 hedge funds and large institutions have $4.5B invested in MDU Resources in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 123 reducing their positions, and 43 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more capital inflows, than outflows
Capital inflows: $405M | Capital outflows: $274M
42% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 43
18% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 123
4% more funds holding
Funds holding: 393 → 407 (+14)
1.84% more ownership
Funds ownership: 69.84% → 71.68% (+1.8%)
43% less call options, than puts
Call options by funds: $4.64M | Put options by funds: $8.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$92M |
| 2 |
Millennium Management
New York
|
+$38.2M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$30.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$20.8M |
| 5 |
BlackRock
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$32.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$22.4M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$15.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$14.6M |
| 5 |
Lazard Asset Management
New York
|
-$13.5M |
MDU Hedge Fund Activity: Q4 2021 in Review
407 of the 6,523 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2021, worth a combined $4.5B — up 7.1% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MDU positions and 43 closed out — a net gain of 18 holders — while 145 added to existing stakes and 123 trimmed.
The largest buyer was DZ Bank, adding an estimated $92M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.
- 407 institutional investors held MDU Resources (MDU) as of Q4 2021, up from 393 in Q3 2021.
- Funds reported $4.5B of MDU Resources stock for Q4 2021, up 7.1% quarter-over-quarter.
- 61 funds opened new MDU Resources positions in Q4 2021 and 43 closed out, a net change of +18 holders.
- The largest MDU Resources buyer in Q4 2021 was DZ Bank, an estimated $92M added.
- The largest MDU Resources seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2021.