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MDU Resources
MDU

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299 → 315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08% → 149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
MPI
Mairs & Power Inc
Minnesota
+$12.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$11.1M
3
CCM
Clovis Capital Management
New York
+$11M
4
State Street
State Street
Massachusetts
+$9.92M
5
QBFM
QS Batterymarch Financial Management
New York
+$9.37M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61.7M
2
Parnassus Investments
Parnassus Investments
California
-$12.3M
3
SIM
Sprucegrove Investment Management
Ontario, Canada
-$12.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
T
Tahithromos
New York
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
226
Keeley Asset Management
Illinois
$371K +$110K +10,467 +43%
PIM
227
Penobscot Investment Management
Massachusetts
$365K – – –
WBC
228
Westpac Banking Corp
Australia
$360K -$26.6K -2,520 -7%
CCA
229
Catalyst Capital Advisors
New York
$359K +$356K +33,734 New
CCM
230
Cadence Capital Management
Massachusetts
$359K +$356K +33,781 New
CA
231
Cetera Advisors
Colorado
$351K +$17.8K +1,686 +5%
FBC
232
Fairfield, Bush & Co
Connecticut
$340K -$61K -5,785 -15%
TCT
233
TIAA CREF Trust
Missouri
$334K -$75.5K -7,166 -19%
HVIA
234
Hudson Valley Investment Advisors
New York
$334K – – –
KBC Group
235
KBC Group
Belgium
$325K – – –
BUB
236
BBVA USA Bancshares
Texas
$324K +$52.1K +4,946 +19%
HNB
237
Huntington National Bank
Ohio
$318K +$43.5K +4,129 +16%
CB
238
Chemical Bank
Michigan
$315K -$12.5K -1,184 -4%
AAM
239
Advisors Asset Management
Colorado
$312K +$141K +13,394 +84%
TH
240
Timber Hill
Connecticut
$306K +$303K +28,742 New
TIM
241
Thompson Investment Management
Wisconsin
$305K – – –
GIM
242
Goelzer Investment Management
Indiana
$289K -$286K -27,159 -50%
AIA
243
Affinity Investment Advisors
California
$287K – – –
HBT
244
Hills Bank & Trust
Iowa
$277K -$41.6K -3,945 -13%
EWM
245
Evercore Wealth Management
New York
$277K – – –
NPPM
246
North Point Portfolio Managers
Ohio
$273K – – –
PAM
247
Paradigm Asset Management
New York
$263K – – –
LTFS
248
Ladenburg Thalmann Financial Services
Florida
$259K +$1.33K +126 +0.5%
FT
249
Fiduciary Trust
Massachusetts
$252K – – –
LIA
250
LS Investment Advisors
Michigan
$252K – – –
8 9
10
11 12

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.