MDU Resources
404 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, 116 increasing their positions, 134 reducing their positions, and 28 closing their positions.
4,708% more call options, than puts
Call options by funds: $3.75M | Put options by funds: $78K
132% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 28
7% more funds holding
Funds holding: 378 → 404 (+26)
6% more capital invested
Capital invested by funds: $4B → $4.25B (+$257M)
7.54% less ownership
Funds ownership: 188.83% → 181.29% (-7.5%)
13% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 134
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCAM
Owl Creek Asset Management
New York
|
+$21.8M |
| 2 |
Millennium Management
New York
|
+$21.6M |
| 3 |
5NCM
59 North Capital Management
Houston,
Texas
|
+$19.6M |
| 4 |
BlackRock
New York
|
+$19.4M |
| 5 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Electron Capital Partners
New York
|
-$55.8M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$55M |
| 3 |
State Street
Boston,
Massachusetts
|
-$18.2M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$9.75M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$9.28M |
MDU Hedge Fund Activity: Q4 2022 in Review
404 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2022, worth a combined $4.25B — up 6.4% from $4B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MDU positions and 28 closed out — a net gain of 37 holders — while 116 added to existing stakes and 134 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.
- 404 institutional investors held MDU Resources (MDU) as of Q4 2022, up from 378 in Q3 2022.
- Funds reported $4.25B of MDU Resources stock for Q4 2022, up 6.4% quarter-over-quarter.
- 65 funds opened new MDU Resources positions in Q4 2022 and 28 closed out, a net change of +37 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.