We are live on ! Find out more
MDU icon

MDU Resources

332 hedge funds and large institutions have $3.6B invested in MDU Resources in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.36B → $3.6B (+$240M)

3.89% more ownership

Funds ownership: 168.35%172.24% (+3.9%)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

0% more funds holding

Funds holding: 332332 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 119

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
108
Reduced
119
Closed
42
Calls
$442K
Puts
Net Calls
+$442K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$320K -$30.6K -3,016 -9%
WAM
227
World Asset Management
Michigan
$316K -$47.4K -4,670 -14%
CB
228
CNB Bank
Pennsylvania
$310K
CG
229
Clinton Group
New York
$293K -$470K -46,260 -63%
RCM
230
Riverhead Capital Management
Delaware
$280K -$25.4K -2,499 -9%
Janus Henderson Group
231
Janus Henderson Group
United Kingdom
$277K -$866K -85,314 -77%
Luther King Capital Management (LKCM)
232
Luther King Capital Management (LKCM)
Texas
$275K
GIM
233
Goelzer Investment Management
Indiana
$274K +$6.8K +670 +3%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$265K -$3.16K -311 -1%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$260K +$30.5K +3,001 +14%
CCM
236
Cadence Capital Management
Massachusetts
$257K +$244K +23,998 New
SI
237
Stephens Inc
Arkansas
$255K -$4.29K -423 -2%
HBT
238
Hills Bank & Trust
Iowa
$253K
OI
239
Oakbrook Investments
Illinois
$252K +$18.7K +1,841 +8%
FIM
240
Freedom Investment Management
Connecticut
$246K +$26.7K +2,632 +13%
FIM
241
Frontier Investment Management
Texas
$239K
FT
242
Fiduciary Trust
Massachusetts
$239K +$13.4K +1,315 +6%
LA
243
Lucus Advisors
New York
$237K -$119K -11,698 -35%
PAM
244
Panagora Asset Management
Massachusetts
$231K
WS
245
Wedbush Securities
California
$231K +$7.93K +781 +4%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$231K +$219K +21,557 New
BOTW
247
Bank of the West
California
$230K +$670 +66 +0.3%
FBC
248
Fairfield, Bush & Co
Connecticut
$227K -$41.4K -4,077 -16%
TG
249
TLP Group
Illinois
$227K +$215K +21,189 +264,863%
GG
250
Gofen & Glossberg
Illinois
$217K

MDU Hedge Fund Activity: Q1 2018 in Review

332 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2018, worth a combined $3.6B — up 7.1% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MDU positions and 42 closed out — a net gain of 4 holders — while 108 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Vanguard Group, cutting an estimated $44.3M.

  • 332 institutional investors held MDU Resources (MDU) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $3.6B of MDU Resources stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 46 funds opened new MDU Resources positions in Q1 2018 and 42 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q1 2018 was Fidelity Investments, an estimated $45.9M added.
  • The largest MDU Resources seller in Q1 2018 was Vanguard Group, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2018.