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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$356K +$344K +35,372 +3,767%
Verition Fund Management
227
Verition Fund Management
Connecticut
$355K -$377K -38,664 -52%
Creative Planning
228
Creative Planning
Kansas
$332K -$27.7K -2,843 -8%
FWM
229
Frontier Wealth Management
Missouri
$321K -$3.69K -379 -1%
MAP
230
Moody Aldrich Partners
Massachusetts
$320K +$318K +32,621 New
CB
231
Commerce Bank
Missouri
$319K -$1K -103 -0.3%
FCBT
232
First Citizens Bank & Trust
North Carolina
$311K -$457K -46,941 -60%
GHA
233
GW Henssler & Associates
Georgia
$310K -$67.5K -6,932 -18%
TIM
234
Thompson Investment Management
Wisconsin
$301K
OAM
235
Oppenheimer Asset Management
New York
$301K +$299K +30,683 New
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$298K +$58K +5,959 +24%
PB
237
Pinnacle Bancorp
Nebraska
$295K
SWM
238
Stockman Wealth Management
Montana
$289K -$5.12K -526 -2%
Zurich Cantonal Bank
239
Zurich Cantonal Bank
Switzerland
$289K +$22.8K +2,340 +9%
ECM
240
Elgethun Capital Management
South Dakota
$285K -$5K -513 -2%
OI
241
Oakbrook Investments
Illinois
$279K +$5.12K +526 +2%
FIM
242
Freedom Investment Management
Connecticut
$279K +$24.9K +2,559 +10%
CB
243
CNB Bank
Pennsylvania
$275K
NHC
244
Nicholas Hoffman & Company
Georgia
$271K
Wellington Management Group
245
Wellington Management Group
Massachusetts
$267K
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$265K -$1.56K -160 -0.6%
SI
247
Stephens Inc
Arkansas
$264K +$11.1K +1,141 +4%
LIA
248
LS Investment Advisors
Michigan
$261K -$19.4K -1,988 -7%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$247K
HBT
250
Hills Bank & Trust
Iowa
$240K

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.