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MDU Resources

350 hedge funds and large institutions have $3.66B invested in MDU Resources in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,768% more call options, than puts

Call options by funds: $803K | Put options by funds: $28K

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

6% more funds holding

Funds holding: 331350 (+19)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.6B → $3.66B (+$60M)

0.28% less ownership

Funds ownership: 172.24%171.96% (-0.28%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
8.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
117
Reduced
111
Closed
27
Calls
$803K
Puts
$28K
Net Calls
+$775K
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
276
Fuller & Thaler Asset Management
California
$95K
SLF
277
Sun Life Financial
Ontario, Canada
$94K +$91.9K +8,616 New
BWM
278
BerganKDV Wealth Management
Minnesota
$92K +$89.9K +8,426 New
APA
279
American Portfolios Advisors
New York
$90.1K +$2.5K +234 +3%
PCM
280
Penserra Capital Management
California
$85K +$2.53K +237 +3%
IA
281
IFP Advisors
Florida
$82K -$39.7K -3,726 -33%
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$73K +$71.9K +6,738 New
BFEC
283
Benjamin F. Edwards & Company
Missouri
$66K
TWA
284
TCI Wealth Advisors
Arizona
$62K
AIM
285
Anchor Investment Management
South Carolina
$61.7K +$53 +5 +0.1%
NIT
286
NumerixS Investment Technologies
British Columbia, Canada
$61K -$129K -12,055 -68%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$61K
HFM
288
Hartford Financial Management
Connecticut
$58K
AF
289
Allworth Financial
California
$52K
AW
290
Alpha Windward
Massachusetts
$49K +$47.8K +4,481 New
IFAM
291
Institutional & Family Asset Management
Colorado
$48K
BCWM
292
Bartlett & Co Wealth Management
Ohio
$45.7K
BC
293
Bartlett & Co
Ohio
$45K
TSW
294
Thompson Siegel & Walmsley
Virginia
$44K
CHP
295
Cable Hill Partners
Oregon
$41K
TG
296
TLP Group
Illinois
$39K -$188K -17,594 -83%
NWM
297
Northwest Wealth Management
Iowa
$39K
AF
298
Advisornet Financial
Minnesota
$37K
SHJ
299
Sharkey, Howes & Javer
Colorado
$35K
SFG
300
SevenBridge Financial Group
Pennsylvania
$34K

MDU Hedge Fund Activity: Q2 2018 in Review

350 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2018, worth a combined $3.66B — up 1.7% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDU positions and 27 closed out — a net gain of 23 holders — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $16.8M. The largest seller was State Street, cutting an estimated $30.6M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2018, up from 331 in Q1 2018.
  • Funds reported $3.66B of MDU Resources stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 50 funds opened new MDU Resources positions in Q2 2018 and 27 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q2 2018 was Adage Capital Partners, an estimated $16.8M added.
  • The largest MDU Resources seller in Q2 2018 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2018.