We are live on ! Find out more
MDU icon

MDU Resources
MDU

341 hedge funds and large institutions have $3.92B invested in MDU Resources in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 122 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,942% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $296K

10% more capital invested

Capital invested by funds: $3.58B → $3.92B (+$341M)

1% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 121

0.28% more ownership

Funds ownership: 183.24% → 183.52% (+0.28%)

3% less funds holding

Funds holding: 350 → 341 (-9)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
341
Holders Change
-9
Holders Change %
-2.57%
% of All Funds
7.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
122
Reduced
121
Closed
35
Calls
$6.04M
Puts
$296K
Net Calls
+$5.75M
Net Calls Change
+$7.83M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$19.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$18.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$14.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$13.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$26.1M
2
Goldman Sachs
Goldman Sachs
New York
-$19.2M
3
N
Nuveen
North Carolina
-$13.1M
4
N
Natixis
France
-$10.2M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$8.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
276
HM Payson & Co
Maine
$161K – – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$149K +$15K +1,470 +12%
IA
278
IFP Advisors
Florida
$143K +$136K +13,355 New
Skandinaviska Enskilda Banken (SEB)
279
Skandinaviska Enskilda Banken (SEB)
Sweden
$127K -$1.91M -186,722 -94%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$124K – – –
APA
281
American Portfolios Advisors
New York
$117K -$1.1K -108 -1%
BEAM
282
Baker Ellis Asset Management
Washington
$104K +$99.4K +9,731 New
SLF
283
Sun Life Financial
Ontario, Canada
$96K +$511 +50 +0.6%
GI
284
GS Investments
Minnesota
$92.9K +$2.95K +289 +3%
GWM
285
Geneos Wealth Management
Colorado
$92K +$102 +10 +0.1%
BWM
286
BerganKDV Wealth Management
Minnesota
$90K – – –
PO
287
Private Ocean
California
$85K – – –
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$73K – – –
SIA
289
Sit Investment Associates
Minnesota
$70K +$67.1K +6,575 New
BFEC
290
Benjamin F. Edwards & Company
Missouri
$68K -$8.06K -789 -11%
TWA
291
TCI Wealth Advisors
Arizona
$64K +$3K +294 +5%
HFM
292
Hartford Financial Management
Connecticut
$57K – – –
AF
293
Allworth Financial
California
$52K – – –
AF
294
Advisornet Financial
Minnesota
$51K +$3.85K +377 +9%
AIM
295
Anchor Investment Management
South Carolina
$50.7K -$16.3K -1,601 -25%
IFAM
296
Institutional & Family Asset Management
Colorado
$48K – – –
BC
297
Bartlett & Co
Ohio
$45K – – –
BCWM
298
Bartlett & Co Wealth Management
Ohio
$44.9K – – –
TSW
299
Thompson Siegel & Walmsley
Virginia
$43K – – –
ASN
300
Advisory Services Network
Georgia
$40K – – –
10 11
12
13 14

MDU Hedge Fund Activity: Q3 2019 in Review

341 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2019, worth a combined $3.92B — up 9.5% from $3.58B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of MDU and 26 opened new positions — a net loss of 9 holders — while 121 trimmed existing stakes and 122 added.

The largest buyer was Millennium Management, adding an estimated $19.1M. The largest seller was BlackRock, cutting an estimated $26.1M.

  • 341 institutional investors held MDU Resources (MDU) as of Q3 2019, down from 350 in Q2 2019.
  • Funds reported $3.92B of MDU Resources stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 26 funds opened new MDU Resources positions in Q3 2019 and 35 closed out, a net change of -9 holders.
  • The largest MDU Resources buyer in Q3 2019 was Millennium Management, an estimated $19.1M added.
  • The largest MDU Resources seller in Q3 2019 was BlackRock, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2019.