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MDU Resources

332 hedge funds and large institutions have $3.6B invested in MDU Resources in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.36B → $3.6B (+$240M)

3.89% more ownership

Funds ownership: 168.35%172.24% (+3.9%)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

0% more funds holding

Funds holding: 332332 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 119

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
108
Reduced
119
Closed
42
Calls
$442K
Puts
Net Calls
+$442K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
276
Bartlett & Co Wealth Management
Ohio
$44.8K +$42.2K +4,158 New
TSW
277
Thompson Siegel & Walmsley
Virginia
$43K
CHP
278
Cable Hill Partners
Oregon
$40K +$274 +27 +0.7%
NWM
279
Northwest Wealth Management
Iowa
$38K +$36.1K +3,553 New
AF
280
Advisornet Financial
Minnesota
$37K
SFG
281
SevenBridge Financial Group
Pennsylvania
$34K
SHJ
282
Sharkey, Howes & Javer
Colorado
$34K
SWP
283
Stratos Wealth Partners
Ohio
$34K +$162 +16 +0.5%
BAM
284
Bruderman Asset Management
New York
$32K +$30K +2,959 New
WPW
285
Winthrop Partners - WNY
New York
$28.1K +$27K +2,661 New
CPA
286
Clear Perspective Advisors
Illinois
$28K -$26.7K -2,630 Closed
CIP
287
Convergence Investment Partners
Florida
$27K -$2.56M -252,340 -99%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$27K +$26K +2,556 New
SPIA
289
Steward Partners Investment Advisory
New York
$25K -$6.22K -613 -21%
PRS
290
Pinkerton Retirement Specialists
Idaho
$16K
MFW
291
Mosaic Family Wealth
Missouri
$16K +$15.6K +1,533 New
CTC
292
Central Trust Company
Missouri
$15K +$14.6K +1,436 New
CPP
293
Crow Point Partners
Massachusetts
$14K
Envestnet Asset Management
294
Envestnet Asset Management
Illinois
$13K -$1.69K -166 -12%
AF
295
Arrow Financial
New York
$11K
DAM
296
Delta Asset Management
Tennessee
$11K
AOWM
297
Alpha Omega Wealth Management
Virginia
$10K
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$9K
VIA
299
Vantage Investment Advisors
Pennsylvania
$9K +$51 +5 +0.6%
KCPG
300
Kavar Capital Partners Group
Kansas
$9K +$8.73K +860 New

MDU Hedge Fund Activity: Q1 2018 in Review

332 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2018, worth a combined $3.6B — up 7.1% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MDU positions and 42 closed out — a net gain of 4 holders — while 108 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Vanguard Group, cutting an estimated $44.3M.

  • 332 institutional investors held MDU Resources (MDU) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $3.6B of MDU Resources stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 46 funds opened new MDU Resources positions in Q1 2018 and 42 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q1 2018 was Fidelity Investments, an estimated $45.9M added.
  • The largest MDU Resources seller in Q1 2018 was Vanguard Group, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2018.