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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
251
NumerixS Investment Technologies
British Columbia, Canada
$149K +$133K +16,305 New
PCM
252
Prelude Capital Management
New York
$149K +$133K +16,305 New
SEI Investments
253
SEI Investments
Pennsylvania
$144K +$122K +14,980 +1,849%
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$130K
OMCS
255
Old Mutual Customised Solutions
South Africa
$125K
Nomura Asset Management
256
Nomura Asset Management
Japan
$123K +$110K +13,491 New
MFS
257
MSI Financial Services
Massachusetts
$121K +$47.5K +5,833 +78%
GWM
258
Geneos Wealth Management
Colorado
$114K -$14.6K -1,788 -13%
Barclays
259
Barclays
United Kingdom
$114K +$23.4K +2,877 +30%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$106K -$3.53K -433 -4%
AIM
261
Acrospire Investment Management
Illinois
$91K +$68.6K +8,416 +533%
BJ
262
BlackRock Japan
Japan
$85K
RA
263
Rational Advisors
New York
$84K +$75K +9,205 New
GT
264
Glenmede Trust
Pennsylvania
$72K
TWA
265
TCI Wealth Advisors
Arizona
$52K
NYLT
266
New York Life Trust
New York
$51K +$3.94K +484 +10%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$50K
AF
268
Allworth Financial
California
$44K -$39.4K -4,834 -50%
CCA
269
Checchi Capital Advisers
California
$41K -$18.3K -2,244 -33%
EWM
270
Evercore Wealth Management
New York
$40K
Fuller & Thaler Asset Management
271
Fuller & Thaler Asset Management
California
$38K +$34.3K +4,208 New
TSW
272
Thompson Siegel & Walmsley
Virginia
$37K
TG
273
TLP Group
Illinois
$32K +$29K +3,558 New
SHJ
274
Sharkey, Howes & Javer
Colorado
$30K
SFG
275
SevenBridge Financial Group
Pennsylvania
$29K +$25.7K +3,156 New

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.