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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
251
Paradigm Asset Management
New York
$22.4K -$39.9K -5,918 -66%
BAM
252
Bruderman Asset Management
New York
$22K
SIG
253
Stanford Investment Group
California
$22K
BC
254
Bartlett & Co
Ohio
$21K
M
255
MOTCO
Texas
$21K
FHA
256
First Horizon Advisors
Tennessee
$20K +$17.9K +2,651 New
WCBA
257
Weaver C. Barksdale & Associates
Tennessee
$18K -$2.84K -421 -15%
GWM
258
Gupta Wealth Management
California
$16K +$14.2K +2,114 New
CTC
259
Central Trust Company
Missouri
$14K -$3.54K -526 -22%
CFA
260
Carroll Financial Associates
North Carolina
$13K
MBT
261
Monroe Bank & Trust
Michigan
$12K
AIM
262
Acrospire Investment Management
Illinois
$12K +$10.6K +1,578 New
IA
263
IFP Advisors
Florida
$11K -$164K -24,350 -95%
BGIM
264
Brandywine Global Investment Management
Pennsylvania
$11K
FNBSF
265
First National Bank Sioux Falls
South Dakota
$11K
TCCM
266
Timber Creek Capital Management
Massachusetts
$11K
DAM
267
Delta Asset Management
Tennessee
$10K
AF
268
Arrow Financial
New York
$8K
PFS
269
Physicians Financial Services
North Carolina
$8K +$7.2K +1,068 New
FANJ
270
Financial Architects (New Jersey)
New Jersey
$8K +$7.23K +1,073 New
SEI Investments
271
SEI Investments
Pennsylvania
$6K -$4.95K -734 -48%
Bessemer Group
272
Bessemer Group
New Jersey
$6K
TFO
273
Tarbox Family Office
California
$6K
VIA
274
Vantage Investment Advisors
Pennsylvania
$6K +$54 +8 +1%
WA
275
Winfield Associates
Ohio
$4K +$3.9K +579 New

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.