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MDU Resources
MDU

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: 377 → 403 (+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: 8 → 6 (-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

Top Buyers

1
OCAM
Owl Creek Asset Management
New York
+$21.8M
2
Millennium Management
Millennium Management
New York
+$21.6M
3
5NCM
59 North Capital Management
Texas
+$19.6M
4
BlackRock
BlackRock
New York
+$19.4M
5
SC
Sasco Capital
Connecticut
+$15.6M

Top Sellers

1
ECP
Electron Capital Partners
New York
-$55.8M
2
LSV Asset Management
LSV Asset Management
Illinois
-$55M
3
State Street
State Street
Massachusetts
-$18.2M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.75M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$668M +$10.2M +905,223 +2%
BlackRock
2
BlackRock
New York
$571M +$19.4M +1,727,624 +4%
State Street
3
State Street
Massachusetts
$495M -$18.2M -1,617,514 -4%
CM
4
Corvex Management
New York
$308M – – –
Franklin Resources
5
Franklin Resources
California
$134M -$49.9K -4,444 -0%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$97.5M -$9.05M -805,752 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$90.1M +$3.91M +347,702 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$90M -$7.47M -664,743 -8%
5NCM
9
59 North Capital Management
Texas
$76.9M +$19.6M +1,744,782 +35%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$75.4M +$11M +974,882 +18%
Invesco
11
Invesco
Georgia
$62M +$10.7M +954,404 +22%
Norges Bank
12
Norges Bank
Norway
$61.4M +$4.86M +432,395 +9%
RRAM
13
River Road Asset Management
Kentucky
$58.2M +$2.54M +225,954 +5%
Charles Schwab
14
Charles Schwab
California
$57.4M +$1.66M +147,942 +3%
Morgan Stanley
15
Morgan Stanley
New York
$55.1M +$10.5M +936,486 +24%
US Bancorp
16
US Bancorp
Minnesota
$51.7M -$1.54M -136,714 -3%
Goldman Sachs
17
Goldman Sachs
New York
$48.7M -$1.59M -141,075 -3%
Northern Trust
18
Northern Trust
Illinois
$45.4M -$3.92M -349,273 -8%
ORIO
19
Old Republic International (ORI)
Illinois
$43.8M -$1.02M -90,731 -2%
FCM
20
Frontier Capital Management
Massachusetts
$42.1M -$1.12M -99,683 -3%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$39.1M -$9.75M -867,665 -20%
ProShare Advisors
22
ProShare Advisors
Maryland
$36.5M +$6.69M +595,474 +23%
OCAM
23
Owl Creek Asset Management
New York
$32.3M +$21.8M +1,942,978 +226%
Millennium Management
24
Millennium Management
New York
$30.3M +$21.6M +1,925,350 +275%
SCM
25
Scopia Capital Management
New York
$28.9M -$809K -71,983 -3%
1
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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.