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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
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$27K -$2.69K -295 -9%
BC
277
Bartlett & Co
Ohio
$27K
WCBA
278
Weaver C. Barksdale & Associates
Tennessee
$22K +$986 +108 +5%
TCIM
279
TIAA CREF Investment Management
New York
$21K -$4.73M -518,258 -19%
CFA
280
Carroll Financial Associates
North Carolina
$17K
BGIM
281
Brandywine Global Investment Management
Pennsylvania
$14K
TCCM
282
Timber Creek Capital Management
Massachusetts
$14K
IP
283
Isthmus Partners
Wisconsin
$13K -$11.2K -1,226 -47%
CTC
284
Central Trust Company
Missouri
$13K
DAM
285
Delta Asset Management
Tennessee
$13K
CPP
286
Crow Point Partners
Massachusetts
$13K +$12K +1,315 New
FHA
287
First Horizon Advisors
Tennessee
$12K
AF
288
Arrow Financial
New York
$10K
FNBT
289
FineMark National Bank & Trust
Florida
$10K +$5.29K +579 +130%
VIA
290
Vantage Investment Advisors
Pennsylvania
$7K +$46 +5 +0.7%
IUHSA
291
Itau Unibanco Holding S.A.
Brazil
$7K +$6.72K +736 New
RFA
292
Reilly Financial Advisors
California
$6K
WA
293
Winfield Associates
Ohio
$6K
FANJ
294
Financial Architects (New Jersey)
New Jersey
$3K -$7.42K -813 -76%
GAM
295
Gemmer Asset Management
California
$3K
S
296
SignatureFD
Georgia
$3K
JFA
297
JNBA Financial Advisors
Minnesota
$3K +$3.12K +342 New
Walleye Trading
298
Walleye Trading
New York
$2K -$155K -16,952 -99%
NYLT
299
New York Life Trust
New York
$2K -$48.7K -5,339 -96%
DPA
300
Delphi Private Advisors
California
$2K

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.