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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$571M -$31.3M -2,951,680 -5%
BlackRock
2
BlackRock
New York
$476M -$4.73M -446,421 -0.9%
State Street
3
State Street
Massachusetts
$415M +$47.8M +4,515,328 +12%
LSV Asset Management
4
LSV Asset Management
Illinois
$154M -$20.6M -1,947,630 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$126M -$70.4M -6,649,228 -35%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$119M +$11.7M +1,100,368 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$70.1M -$21.2M -2,004,993 -22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$67.2M -$2.23M -210,941 -3%
Franklin Resources
9
Franklin Resources
California
$58.9M +$58.9M +5,559,169 +2,179%
Norges Bank
10
Norges Bank
Norway
$52M -$1.9M -179,243 -3%
Millennium Management
11
Millennium Management
New York
$51.9M +$3.02M +285,440 +6%
Invesco
12
Invesco
Georgia
$49.4M +$18.4M +1,733,299 +55%
US Bancorp
13
US Bancorp
Minnesota
$49.1M -$2.07M -195,135 -4%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$49.1M +$31.3M +2,954,457 +156%
Charles Schwab
15
Charles Schwab
California
$47.6M +$1.92M +181,209 +4%
Northern Trust
16
Northern Trust
Illinois
$41.3M -$468K -44,206 -1%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.9M +$13.4M +1,267,060 +47%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$39.7M +$11.4M +1,081,256 +39%
ORIO
19
Old Republic International (ORI)
Illinois
$39.4M -$1.59M -149,903 -4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$38.8M -$10.7M -1,012,224 -21%
Ameriprise
21
Ameriprise
Minnesota
$37.5M +$12M +1,132,755 +44%
Morgan Stanley
22
Morgan Stanley
New York
$36.1M +$11.9M +1,123,192 +46%
FCM
23
Frontier Capital Management
Massachusetts
$34.1M -$1.2M -113,451 -3%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$31.7M +$6.11M +577,220 +23%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$29.7M -$2.57M -242,870 -8%

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.