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MDU Resources

317 hedge funds and large institutions have $3.28B invested in MDU Resources in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

1% more funds holding

Funds holding: 313317 (+4)

4% less capital invested

Capital invested by funds: $3.42B → $3.28B (-$144M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.6% less ownership

Funds ownership: 169.96%168.36% (-1.6%)

45% less call options, than puts

Call options by funds: $566K | Put options by funds: $1.03M

Holders
317
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
7.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
109
Reduced
115
Closed
30
Calls
$566K
Puts
$1.03M
Net Calls
-$469K
Net Calls Change
-$944K
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
276
Thompson Siegel & Walmsley
Virginia
$40K
AIM
277
Acrospire Investment Management
Illinois
$37K
CHP
278
Cable Hill Partners
Oregon
$36K +$511 +50 +1%
SFG
279
SevenBridge Financial Group
Pennsylvania
$32K
SHJ
280
Sharkey, Howes & Javer
Colorado
$32K
SPIA
281
Steward Partners Investment Advisory
New York
$32K +$27.6K +2,695 +440%
BAM
282
Bruderman Asset Management
New York
$29K +$30.3K +2,959 New
BC
283
Bartlett & Co
Ohio
$28K
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$24K -$20 -2 -0.1%
WCBA
285
Weaver C. Barksdale & Associates
Tennessee
$21K +$133 +13 +0.6%
TRCT
286
Tower Research Capital (TRC)
New York
$19K +$15.7K +1,531 +407%
CFA
287
Carroll Financial Associates
North Carolina
$17K
CPP
288
Crow Point Partners
Massachusetts
$13K
DAM
289
Delta Asset Management
Tennessee
$13K
AOWM
290
Alpha Omega Wealth Management
Virginia
$12K
Bessemer Group
291
Bessemer Group
New Jersey
$12K +$11.9K +1,160 New
PHK
292
Point72 Hong Kong
Hong Kong
$12K +$12.2K +1,197 New
Simplex Trading
293
Simplex Trading
Illinois
$12K +$12.5K +1,220 +1,452%
MBT
294
Monroe Bank & Trust
Michigan
$10K -$2.69K -263 -20%
AF
295
Arrow Financial
New York
$10K
OAM
296
Oppenheimer Asset Management
New York
$10K +$10.7K +1,049 New
GBT
297
Grove Bank & Trust
Florida
$10K +$10.8K +1,052 New
TCCM
298
Timber Creek Capital Management
Massachusetts
$9K
VIA
299
Vantage Investment Advisors
Pennsylvania
$8K +$82 +8 +1%
RFA
300
Reilly Financial Advisors
California
$6K

MDU Hedge Fund Activity: Q2 2017 in Review

317 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2017, worth a combined $3.28B — down 4.2% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MDU positions and 30 closed out — a net gain of 9 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was State Street, adding an estimated $26.5M. The largest seller was STRS Ohio, exiting entirely with an estimated $21.5M sold.

  • 317 institutional investors held MDU Resources (MDU) as of Q2 2017, up from 313 in Q1 2017.
  • Funds reported $3.28B of MDU Resources stock for Q2 2017, down 4.2% quarter-over-quarter.
  • 39 funds opened new MDU Resources positions in Q2 2017 and 30 closed out, a net change of +9 holders.
  • The largest MDU Resources buyer in Q2 2017 was State Street, an estimated $26.5M added.
  • The largest MDU Resources seller in Q2 2017 was STRS Ohio, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2017.