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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Acrospire Investment Management
Illinois
$163K +$62.4K +6,837 +68%
EDRH
252
Edmond de Rothschild Holding
Switzerland
$159K
EDRS
253
Edmond de Rothschild (Suisse)
Switzerland
$159K
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$156K +$17.5K +1,920 +14%
SEI Investments
255
SEI Investments
Pennsylvania
$153K +$46 +5 +0%
TRCT
256
Tower Research Capital (TRC)
New York
$136K -$57.2K -6,267 -31%
OMCS
257
Old Mutual Customised Solutions
South Africa
$132K
MFS
258
MSI Financial Services
Massachusetts
$129K +$429 +47 +0.4%
GWM
259
Geneos Wealth Management
Colorado
$122K +$2.64K +289 +2%
Barclays
260
Barclays
United Kingdom
$120K -$338 -37 -0.3%
WAM
261
Wolverine Asset Management
Illinois
$115K +$109K +11,969 New
RCM
262
Riverhead Capital Management
Delaware
$112K -$65.8K -7,206 -38%
FNBSF
263
First National Bank Sioux Falls
South Dakota
$105K +$86.1K +9,433 +663%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$100K -$12K -1,315 -11%
PG
265
PEAK6 Group
Illinois
$82K +$77.4K +8,473 New
EWM
266
Evercore Wealth Management
New York
$75K +$31.2K +3,419 +79%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$72K +$17.5K +1,912 +35%
TWA
268
TCI Wealth Advisors
Arizona
$55K
AF
269
Allworth Financial
California
$47K
TSW
270
Thompson Siegel & Walmsley
Virginia
$39K
CHP
271
Cable Hill Partners
Oregon
$34K +$32.5K +3,563 New
SHJ
272
Sharkey, Howes & Javer
Colorado
$31K
SFG
273
SevenBridge Financial Group
Pennsylvania
$30K
BAM
274
Bruderman Asset Management
New York
$29K
SIG
275
Stanford Investment Group
California
$29K

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.