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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
IR
301
Invictus RG
Bermuda
$4K +$3.34K +410 New
OC
302
Oakworth Capital
Alabama
$3K
S
303
SignatureFD
Georgia
$3K
GAM
304
Gemmer Asset Management
California
$3K +$2.66K +326 New
DPA
305
Delphi Private Advisors
California
$2K
FFC
306
First Financial Corp
Indiana
$2K
VCM
307
Versant Capital Management
Arizona
$2K
KF
308
Krilogy Financial
Missouri
$2K +$24 +3 +2%
QCG
309
Quadrant Capital Group
Ohio
$2K +$1.31K +161 +136%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.05K -252 -62%
PCP
311
Proficio Capital Partners
Massachusetts
$1K
GAM
312
Gotham Asset Management
New York
-$8.62M -1,164,631 Closed
Millennium Management
313
Millennium Management
New York
-$5.48M -740,741 Closed
AI
314
Analytic Investors
California
-$4.61M -623,375 Closed
HCM
315
Highbridge Capital Management
New York
-$4.13M -558,848 Closed
SMM
316
Stadion Money Management
Georgia
-$1.66M -224,164 Closed
CG
317
Clinton Group
New York
-$1.16M -156,581 Closed
ZCM
318
Zebra Capital Management
Connecticut
-$1.02M -138,119 Closed
EMG
319
Ellington Management Group
Connecticut
-$810K -109,403 Closed
PI
320
PineBridge Investments
New York
-$739K -99,880 Closed
BF
321
BOK Financial
Oklahoma
-$690K -93,214 Closed
DA
322
Denali Advisors
California
-$588K -79,423 Closed
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
-$520K -70,326 Closed
JG
324
Jefferies Group
New York
-$437K -59,049 Closed
Marshall Wace
325
Marshall Wace
United Kingdom
-$260K -35,204 Closed

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.