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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$316K +$73.2K +8,016 +33%
GIA
227
GHP Investment Advisors
Colorado
$315K +$338 +37 +0.1%
WA
228
WFG Advisors
Texas
$273K +$1.95K +213 +0.8%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$267K
NPC
230
National Planning Corporation
California
$262K +$1.3K +142 +0.5%
OI
231
Oakbrook Investments
Illinois
$251K -$16.8K -1,841 -7%
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$250K
FBC
233
Fairfield, Bush & Co
Connecticut
$248K
HBT
234
Hills Bank & Trust
Iowa
$239K -$4.8K -526 -2%
CB
235
Chemical Bank
Michigan
$237K
IA
236
IFP Advisors
Florida
$237K +$6.79K +744 +3%
BSW
237
Buckingham Strategic Wealth
Missouri
$228K -$435K -47,656 -67%
MWAC
238
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K -$27.6K -3,025 -11%
ACI
239
AMP Capital Investors
Australia
$225K -$201K -22,015 -49%
LAM
240
Lebenthal Asset Management
New York
$209K +$197K +21,565 New
CB
241
Commerce Bank
Missouri
$207K +$196K +21,439 New
Creative Planning
242
Creative Planning
Kansas
$205K +$32.1K +3,511 +20%
FT
243
Fiduciary Trust
Massachusetts
$204K +$192K +21,039 New
BOTW
244
Bank of the West
California
$204K +$192K +21,068 New
CBOA
245
Commonwealth Bank of Australia
Australia
$181K -$38.4K -4,208 -18%
BEAM
246
Baker Ellis Asset Management
Washington
$180K -$4.8K -526 -3%
MFW
247
Mosaic Family Wealth
Missouri
$179K +$9.65K +1,057 +6%
Fuller & Thaler Asset Management
248
Fuller & Thaler Asset Management
California
$176K +$127K +13,938 +331%
HNB
249
Huntington National Bank
Ohio
$169K
VHAM
250
Van Hulzen Asset Management
California
$169K

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.