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MDU Resources

359 hedge funds and large institutions have $3.46B invested in MDU Resources in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

10% more capital invested

Capital invested by funds: $3.14B → $3.46B (+$321M)

2.25% more ownership

Funds ownership: 176.8%179.05% (+2.3%)

1% more funds holding

Funds holding: 356359 (+3)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

18% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $4.15M

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
7.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
118
Reduced
118
Closed
48
Calls
$3.4M
Puts
$4.15M
Net Calls
-$746K
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
276
Neo Ivy Capital Management
New York
$140K +$139K +14,330 New
EMG
277
ETF Managers Group
New Jersey
$133K +$13.6K +1,401 +12%
BAM
278
Bruderman Asset Management
New York
$132K +$10.2K +1,047 +8%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$120K -$21.9K -2,254 -16%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$113K
APA
281
American Portfolios Advisors
New York
$105K +$18.5K +1,904 +22%
CWA
282
Clarus Wealth Advisors
Arizona
$99K +$505 +52 +0.5%
SLF
283
Sun Life Financial
Ontario, Canada
$88K -$74K -7,619 -46%
GWM
284
Geneos Wealth Management
Colorado
$84K -$34K -3,503 -29%
BWM
285
BerganKDV Wealth Management
Minnesota
$83K
PO
286
Private Ocean
California
$77K +$76.6K +7,890 New
TAIM
287
TD Ameritrade Investment Management
Nebraska
$75K +$68.1K +7,011 +1,190%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$74K +$6.13K +631 +9%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$73K +$57.1K +5,883 +2,870%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$72K
AIM
291
Anchor Investment Management
South Carolina
$66.1K +$49 +5 +0.1%
QCG
292
Quadrant Capital Group
Ohio
$59K +$55.4K +5,702 +1,185%
TWA
293
TCI Wealth Advisors
Arizona
$56K
PA
294
Parallel Advisors
California
$53K +$41.6K +4,282 +400%
HFM
295
Hartford Financial Management
Connecticut
$52K
AF
296
Allworth Financial
California
$47K
MWNA
297
Marshall Wace North America
New York
$46K -$29K -2,990 -39%
Simplex Trading
298
Simplex Trading
Illinois
$45K +$45.5K +4,681 New
IFAM
299
Institutional & Family Asset Management
Colorado
$44K
RFC
300
Regions Financial Corp
Alabama
$44K

MDU Hedge Fund Activity: Q1 2019 in Review

359 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2019, worth a combined $3.46B — up 10% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MDU positions and 48 closed out — a net gain of 5 holders — while 118 added to existing stakes and 118 trimmed.

The largest buyer was State Street, adding an estimated $49.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $25M sold.

  • 359 institutional investors held MDU Resources (MDU) as of Q1 2019, up from 356 in Q4 2018.
  • Funds reported $3.46B of MDU Resources stock for Q1 2019, up 10% quarter-over-quarter.
  • 53 funds opened new MDU Resources positions in Q1 2019 and 48 closed out, a net change of +5 holders.
  • The largest MDU Resources buyer in Q1 2019 was State Street, an estimated $49.3M added.
  • The largest MDU Resources seller in Q1 2019 was Balyasny Asset Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2019.