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MDU Resources

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51%168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
276
Hartford Financial Management
Connecticut
$54K
AIM
277
Anchor Investment Management
South Carolina
$49.7K +$49.8K +4,865 New
AF
278
Allworth Financial
California
$49K
EWM
279
Evercore Wealth Management
New York
$44K
BC
280
Bartlett & Co
Ohio
$42K +$13.6K +1,331 +47%
TSW
281
Thompson Siegel & Walmsley
Virginia
$41K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +3,905 New
CHP
283
Cable Hill Partners
Oregon
$37K +$563 +55 +2%
DCM
284
Delpha Capital Management
New York
$35K +$34.9K +3,408 New
AF
285
Advisornet Financial
Minnesota
$35K +$35.2K +3,437 New
SHJ
286
Sharkey, Howes & Javer
Colorado
$33K
SFG
287
SevenBridge Financial Group
Pennsylvania
$32K
SWP
288
Stratos Wealth Partners
Ohio
$32K +$32K +3,124 New
SPIA
289
Steward Partners Investment Advisory
New York
$30K -$3.36K -328 -10%
CPA
290
Clear Perspective Advisors
Illinois
$27K +$26.9K +2,630 New
WCBA
291
Weaver C. Barksdale & Associates
Tennessee
$24K +$1.74K +170 +8%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$23.2K +$23.3K +2,270 New
GBT
293
Grove Bank & Trust
Florida
$21K
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$20K +$19.4K +1,897 +3,162%
STA
295
Summit Trail Advisors
New York
$19K +$19.6K +1,915 New
CFA
296
Carroll Financial Associates
North Carolina
$18K
PRS
297
Pinkerton Retirement Specialists
Idaho
$16K +$15.7K +1,528 New
Envestnet Asset Management
298
Envestnet Asset Management
Illinois
$14K
CPP
299
Crow Point Partners
Massachusetts
$13K
PCP
300
Proficio Capital Partners
Massachusetts
$13K +$10.6K +1,036 +378%

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.