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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
FIM
251
Freedom Investment Management
Connecticut
$230K -$3.23K -389 -1%
B
252
Bailard
California
$226K -$186K -22,354 -45%
HCA
253
Horan Capital Advisors
Ohio
$222K +$219K +26,299 New
Creative Planning
254
Creative Planning
Kansas
$221K -$16.1K -1,935 -7%
HBT
255
Hills Bank & Trust
Iowa
$221K
SWM
256
Stockman Wealth Management
Montana
$219K -$5.03K -605 -2%
PAM
257
Panagora Asset Management
Massachusetts
$204K +$5.62K +676 +3%
PI
258
PEAK6 Investments
Illinois
$186K +$183K +22,015 New
QI
259
QS Investors
New York
$182K -$262K -31,559 -59%
Skandinaviska Enskilda Banken (SEB)
260
Skandinaviska Enskilda Banken (SEB)
Sweden
$177K -$199K -23,932 -53%
ECM
261
Elgethun Capital Management
South Dakota
$171K
SIA
262
Sit Investment Associates
Minnesota
$152K
HNB
263
Huntington National Bank
Ohio
$148K
EP
264
Eudaimonia Partners
Tennessee
$127K
HPC
265
HM Payson & Co
Maine
$127K
PAG
266
Private Advisor Group
New Jersey
$118K +$116K +14,007 New
NIT
267
NumerixS Investment Technologies
British Columbia, Canada
$114K -$76.5K -9,205 -41%
FQ
268
First Quadrant
California
$95K +$93.1K +11,209 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$91K -$15.9K -1,910 -15%
GWM
270
Geneos Wealth Management
Colorado
$78K +$133 +16 +0.2%
BWM
271
BerganKDV Wealth Management
Minnesota
$76K
FC
272
FORA Capital
Florida
$76K +$74.8K +9,005 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$73K
PO
274
Private Ocean
California
$66K
GI
275
GS Investments
Minnesota
$56.9K

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.