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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
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$28K -$20.2K -2,482 -44%
PAM
277
Paradigm Asset Management
New York
$27.6K
BAM
278
Bruderman Asset Management
New York
$27K
SIG
279
Stanford Investment Group
California
$27K
BC
280
Bartlett & Co
Ohio
$26K
IP
281
Isthmus Partners
Wisconsin
$24K -$5.01K -615 -19%
WCBA
282
Weaver C. Barksdale & Associates
Tennessee
$20K -$1.95K -239 -10%
CFA
283
Carroll Financial Associates
North Carolina
$16K
BGIM
284
Brandywine Global Investment Management
Pennsylvania
$13K
FNBSF
285
First National Bank Sioux Falls
South Dakota
$13K
TCCM
286
Timber Creek Capital Management
Massachusetts
$13K
FHA
287
First Horizon Advisors
Tennessee
$12K -$10.8K -1,326 -50%
CTC
288
Central Trust Company
Missouri
$12K -$4.29K -526 -29%
DAM
289
Delta Asset Management
Tennessee
$12K
M
290
MOTCO
Texas
$11K -$13.9K -1,707 -59%
AF
291
Arrow Financial
New York
$10K
FANJ
292
Financial Architects (New Jersey)
New Jersey
$10K
IWMPD
293
Integrated Wealth Management (Palm Desert)
California
$8K +$6.81K +836 New
Bessemer Group
294
Bessemer Group
New Jersey
$7K
TFO
295
Tarbox Family Office
California
$7K
VIA
296
Vantage Investment Advisors
Pennsylvania
$7K +$65 +8 +1%
RFA
297
Reilly Financial Advisors
California
$6K +$4.93K +605 New
WA
298
Winfield Associates
Ohio
$5K
CIA
299
Cascade Investment Advisors
Oregon
$4.8K +$4.29K +526 New
FNBT
300
FineMark National Bank & Trust
Florida
$4K

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.