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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
276
Sun Life Financial
Ontario, Canada
$87K
GWM
277
Geneos Wealth Management
Colorado
$84K +$107 +11 +0.1%
BWM
278
BerganKDV Wealth Management
Minnesota
$83K
GI
279
GS Investments
Minnesota
$82.2K -$104K -10,717 -56%
PO
280
Private Ocean
California
$77K
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$73K
TRCT
282
Tower Research Capital (TRC)
New York
$72K -$250K -25,702 -78%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$70K -$2.23K -229 -3%
AIM
284
Anchor Investment Management
South Carolina
$62.2K -$3.82K -392 -6%
TWA
285
TCI Wealth Advisors
Arizona
$55K
HFM
286
Hartford Financial Management
Connecticut
$52K
AF
287
Allworth Financial
California
$47K
NIT
288
NumerixS Investment Technologies
British Columbia, Canada
$46K +$46.1K +4,734 New
IFAM
289
Institutional & Family Asset Management
Colorado
$44K
AF
290
Advisornet Financial
Minnesota
$43K
BCWM
291
Bartlett & Co Wealth Management
Ohio
$41.1K
BC
292
Bartlett & Co
Ohio
$41K
ASN
293
Advisory Services Network
Georgia
$40K
TSW
294
Thompson Siegel & Walmsley
Virginia
$39K
CTB
295
Country Trust Bank
Illinois
$35K +$34.6K +3,550 New
SHJ
296
Sharkey, Howes & Javer
Colorado
$32K
SFG
297
SevenBridge Financial Group
Pennsylvania
$31K
SCA
298
Stonebridge Capital Advisors
Minnesota
$29K +$28.8K +2,959 New
LFG
299
Larson Financial Group
Missouri
$28K +$234 +24 +0.9%
PWP
300
Personal Wealth Partners
Minnesota
$28K +$27.6K +2,835 New

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.