MDU Resources
378 hedge funds and large institutions have $4B invested in MDU Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 138 reducing their positions, and 57 closing their positions.
1,811% more call options, than puts
Call options by funds: $3.69M | Put options by funds: $193K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
1.83% more ownership
Funds ownership: 187% → 188.83% (+1.8%)
2% more capital invested
Capital invested by funds: $3.91B → $4B (+$90.3M)
4% less funds holding
Funds holding: 392 → 378 (-14)
16% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 57
20% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
+$41.2M |
| 2 |
5NCM
59 North Capital Management
Houston,
Texas
|
+$35.1M |
| 3 |
SCM
Scopia Capital Management
New York
|
+$28.4M |
| 4 |
Goldman Sachs
New York
|
+$23.7M |
| 5 |
Pzena Investment Management
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$49.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$39.2M |
| 3 |
BlackRock
New York
|
-$12.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.8M |
| 5 |
Renaissance Technologies
New York
|
-$10.1M |
MDU Hedge Fund Activity: Q3 2022 in Review
378 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2022, worth a combined $4B — up 2.3% from $3.91B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of MDU and 48 opened new positions — a net loss of 9 holders — while 138 trimmed existing stakes and 111 added.
The largest buyer was Corvex Management, adding an estimated $41.2M. The largest seller was LSV Asset Management, cutting an estimated $49.1M.
- 378 institutional investors held MDU Resources (MDU) as of Q3 2022, down from 392 in Q2 2022.
- Funds reported $4B of MDU Resources stock for Q3 2022, up 2.3% quarter-over-quarter.
- 48 funds opened new MDU Resources positions in Q3 2022 and 57 closed out, a net change of -9 holders.
- The largest MDU Resources buyer in Q3 2022 was Corvex Management, an estimated $41.2M added.
- The largest MDU Resources seller in Q3 2022 was LSV Asset Management, an estimated $49.1M sold.
Based on aggregated 13F filings for Q3 2022.