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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Profund Advisors
Maryland
$371K -$9.96K -1,199 -3%
CGH
227
Crossmark Global Holdings
Texas
$358K -$9.61K -1,157 -3%
HIS
228
Horizon Investment Services
Indiana
$352K +$10.5K +1,262 +3%
BIM
229
Bogle Investment Management
Massachusetts
$347K +$342K +41,189 New
OAM
230
Oppenheimer Asset Management
New York
$345K +$6.73K +810 +2%
BF
231
BOK Financial
Oklahoma
$341K +$73.6K +8,858 +28%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$334K +$60.8K +7,314 +23%
OSIA
233
O'Shares Investment Advisers
Massachusetts
$333K +$328K +39,469 New
Aberdeen Group
234
Aberdeen Group
United Kingdom
$317K -$784K -94,336 -72%
SFM
235
Systematic Financial Management
New Jersey
$316K -$6.56K -789 -2%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$310K +$47.4K +5,710 +18%
DIM
237
DC Investments Management
Virginia
$307K -$186K -22,397 -38%
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$290K +$286K +34,441 New
FWM
239
Frontier Wealth Management
Missouri
$273K
VI
240
Versor Investments
New York
$271K +$267K +32,085 New
WAM
241
World Asset Management
Michigan
$264K +$261K +31,353 New
FCBT
242
First Citizens Bank & Trust
North Carolina
$263K
SCM
243
Shelton Capital Management
Colorado
$259K -$23.1K -2,774 -8%
MAP
244
Moody Aldrich Partners
Massachusetts
$257K -$136K -16,400 -35%
RJT
245
Raymond James Trust
Florida
$243K +$20.4K +2,459 +9%
FFN
246
Focus Financial Network
Minnesota
$243K +$237K +28,537 New
LIA
247
LS Investment Advisors
Michigan
$242K +$9.88K +1,189 +4%
CB
248
CNB Bank
Pennsylvania
$236K
TIM
249
Thompson Investment Management
Wisconsin
$235K
CI
250
Cigna Investments
Connecticut
$235K +$231K +27,795 New

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.