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MDU Resources

310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4.55% more ownership

Funds ownership: 158.99%163.54% (+4.6%)

0% more funds holding

Funds holding: 309310 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

6% less capital invested

Capital invested by funds: $2.51B → $2.36B (-$147M)

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
117
Reduced
97
Closed
27
Calls
$1.24M
Puts
$1.25M
Net Calls
-$18K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Bruderman Asset Management
New York
$22K
SIG
277
Stanford Investment Group
California
$22K
BC
278
Bartlett & Co
Ohio
$21K
M
279
MOTCO
Texas
$21K +$13.7K +1,707 +144%
WCBA
280
Weaver C. Barksdale & Associates
Tennessee
$20K +$892 +111 +4%
CFA
281
Carroll Financial Associates
North Carolina
$19K +$6.21K +773 +44%
CTC
282
Central Trust Company
Missouri
$18K
W
283
Wealthfront
California
$16K +$8.64K +1,075 +102%
SAMC
284
Shinko Asset Management Company
Japan
$14K
TCM
285
Tradewinds Capital Management
Washington
$14K +$4.25K +529 +40%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$8.32K +1,036 New
MBT
287
Monroe Bank & Trust
Michigan
$12K
GWM
288
Gupta Wealth Management
California
$12K +$12.6K +1,562 New
FNBSF
289
First National Bank Sioux Falls
South Dakota
$11K
TCCM
290
Timber Creek Capital Management
Massachusetts
$11K
FNBT
291
FineMark National Bank & Trust
Florida
$10K -$71.8K -8,939 -87%
WT
292
Whittier Trust
California
$10K -$52.8K -6,575 -83%
DAM
293
Delta Asset Management
Tennessee
$10K -$10.6K -1,315 -50%
CPP
294
Crow Point Partners
Massachusetts
$10K
FHA
295
First Horizon Advisors
Tennessee
$9K -$643K -80,073 -98%
VFA
296
Virtus Fund Advisers
Connecticut
$9K -$68.6K -8,534 -87%
CGT
297
Capital Guardian Trust
California
$9K
AF
298
Arrow Financial
New York
$8K +$8.45K +1,052 New
Bessemer Group
299
Bessemer Group
New Jersey
$6K -$56.7K -7,062 -90%
FANJ
300
Financial Architects (New Jersey)
New Jersey
$6K

MDU Hedge Fund Activity: Q2 2015 in Review

310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
  • Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
  • The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2015.