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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
226
Mosaic Family Wealth
Missouri
$106K +$40.3K +5,975 +71%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$105K
GWM
228
Geneos Wealth Management
Colorado
$104K +$95.6K +14,180 New
OMCS
229
Old Mutual Customised Solutions
South Africa
$101K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$90K +$8.57K +1,272 +12%
AF
231
Allworth Financial
California
$71K
Barclays
232
Barclays
United Kingdom
$69K -$37.9K -5,628 -37%
BJ
233
BlackRock Japan
Japan
$69K +$62.5K +9,268 New
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$60K +$2.45K +363 +5%
GT
235
Glenmede Trust
Pennsylvania
$58K
MFS
236
MSI Financial Services
Massachusetts
$55K -$546 -81 -1%
CCA
237
Checchi Capital Advisers
California
$50K +$45.2K +6,704 New
Royal London Asset Management
238
Royal London Asset Management
United Kingdom
$50K +$16M +2,380,264 +1,264%
Simplex Trading
239
Simplex Trading
Illinois
$49K +$45.5K +6,748 New
TWA
240
TCI Wealth Advisors
Arizona
$42K +$2.64K +392 +7%
Envestnet Asset Management
241
Envestnet Asset Management
Illinois
$41K +$10.1K +1,493 +36%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$41K +$17.7K +2,630 +91%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$39K +$35.5K +5,260 New
MAM
244
Mizuho Asset Management
Japan
$38K +$31.8K +4,723 New
NYLT
245
New York Life Trust
New York
$37K +$34K +5,052 New
EWM
246
Evercore Wealth Management
New York
$32K
TSW
247
Thompson Siegel & Walmsley
Virginia
$30K
IP
248
Isthmus Partners
Wisconsin
$24K
SHJ
249
Sharkey, Howes & Javer
Colorado
$24K
Geode Capital Management
250
Geode Capital Management
Massachusetts
$23.4K +$300K +44,503 +1%

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.