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MUDS

Mudrick Capital Acquisition Corporation II Class A Common Stock

Delisted

MUDS was delisted on the 12th of September, 2022.

81 hedge funds and large institutions have $268M invested in Mudrick Capital Acquisition Corporation II Class A Common Stock in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $251M → $268M (+$16.8M)

4% less funds holding

Funds holding: 8481 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

44% less call options, than puts

Call options by funds: $3.18M | Put options by funds: $5.72M

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
15
Reduced
22
Closed
14
Calls
$3.18M
Puts
$5.72M
Net Calls
-$2.53M
Net Calls Change
-$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sculptor Capital
New York
$30M -$999K -100,000 -3%
SCM
2
Saba Capital Management
New York
$25.2M +$748K +74,893 +3%
AFM
3
Anson Funds Management
Texas
$20.6M
PC
4
Periscope Capital
Ontario, Canada
$14.9M +$5.18M +518,262 +53%
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.2M +$13.1M +1,312,515 New
Marshall Wace
6
Marshall Wace
United Kingdom
$11.2M
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$10.6M -$981K -98,264 -9%
WRBC
8
W.R. Berkley Corp
Connecticut
$10.3M
BCM
9
Basso Capital Management
Connecticut
$9.96M
KC
10
Kryger Capital
United Kingdom
$9.38M -$102K -10,188 -1%
TL
11
TowerView LLC
New York
$9.03M
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.81M +$4M +400,605 +106%
AC
13
Aristeia Capital
Connecticut
$6.47M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$6.42M -$2.84M -284,818 -31%
WAM
15
Weiss Asset Management
Massachusetts
$5.83M
KKRC
16
Kohlberg Kravis Roberts & Co
New York
$5.82M +$1M +100,360 +21%
SCM
17
Shaolin Capital Management
Florida
$5.35M +$1.09K +109 +0%
MC
18
Meteora Capital
Florida
$5.19M +$5.17M +517,575 New
ECU
19
Eisler Capital (UK)
United Kingdom
$4.9M +$1.39M +139,608 +40%
Verition Fund Management
20
Verition Fund Management
Connecticut
$4.45M +$452K +45,302 +11%
PCM
21
Pinz Capital Management
New York
$4.2M
RCM
22
Radcliffe Capital Management
Pennsylvania
$3.35M +$3.34M +334,515 New
DKCM
23
Davidson Kempner Capital Management
New York
$3.35M
CC
24
Centiva Capital
New York
$2.78M +$2.76M +276,786 New
KIM
25
Karpus Investment Management
New York
$2.74M +$313K +31,350 +13%

MUDS Hedge Fund Activity: Q1 2022 in Review

81 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Mudrick Capital Acquisition Corporation II Class A Common Stock (MUDS) for Q1 2022, worth a combined $268M — up 6.7% from $251M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MUDS and 12 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $13.1M. The largest seller was Murchinson, exiting entirely with an estimated $9.95M sold.

  • 81 institutional investors held Mudrick Capital Acquisition Corporation II Class A Common Stock (MUDS) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $268M of Mudrick Capital Acquisition Corporation II Class A Common Stock stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 12 funds opened new Mudrick Capital Acquisition Corporation II Class A Common Stock positions in Q1 2022 and 14 closed out, a net change of -2 holders.
  • The largest Mudrick Capital Acquisition Corporation II Class A Common Stock buyer in Q1 2022 was Alberta Investment Management Corp (AIMCo), an estimated $13.1M added.
  • The largest Mudrick Capital Acquisition Corporation II Class A Common Stock seller in Q1 2022 was Murchinson, an estimated $9.95M sold.

Based on aggregated 13F filings for Q1 2022.