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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Freedom Investment Management
Connecticut
$244K +$218K +26,725 New
MWAC
227
Mariner Wealth Advisors (Cincinnati)
Ohio
$242K +$216K +26,562 New
Janus Henderson Group
228
Janus Henderson Group
United Kingdom
$236K
FBC
229
Fairfield, Bush & Co
Connecticut
$234K +$209K +25,678 New
NPC
230
National Planning Corporation
California
$233K +$1.24K +152 +0.6%
HBT
231
Hills Bank & Trust
Iowa
$230K +$206K +25,247 New
PAG
232
Private Advisor Group
New Jersey
$227K -$180K -22,085 -47%
CB
233
Chemical Bank
Michigan
$223K +$200K +24,497 New
AG
234
Advisor Group
Arizona
$221K +$200K +24,579 New
SM
235
Sciencast Management
New Jersey
$220K +$196K +24,100 New
IA
236
IFP Advisors
Florida
$216K +$184K +22,570 +1,959%
Connor, Clark & Lunn Investment Management (CC&L)
237
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$211K +$189K +23,143 New
CA
238
Cetera Advisors
Colorado
$209K +$188K +23,030 New
CBOA
239
Commonwealth Bank of Australia
Australia
$208K -$8.57K -1,052 -4%
FIM
240
Frontier Investment Management
Texas
$204K +$182K +22,354 New
CF
241
CenterStar Fund
Illinois
$200K
TRCT
242
Tower Research Capital (TRC)
New York
$185K +$163K +20,045 +6,936%
BEAM
243
Baker Ellis Asset Management
Washington
$175K -$12.9K -1,578 -8%
Creative Planning
244
Creative Planning
Kansas
$161K +$20K +2,461 +16%
HNB
245
Huntington National Bank
Ohio
$160K -$63.8K -7,830 -31%
MFW
246
Mosaic Family Wealth
Missouri
$160K +$25.2K +3,098 +22%
VHAM
247
Van Hulzen Asset Management
California
$160K +$143K +17,515 New
Walleye Trading
248
Walleye Trading
New York
$157K +$140K +17,165 New
EDRH
249
Edmond de Rothschild Holding
Switzerland
$150K -$12.9K -1,578 -9%
EDRS
250
Edmond de Rothschild (Suisse)
Switzerland
$150K -$12.9K -1,578 -9%

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.