We are live on ! Find out more
MDU icon

MDU Resources

332 hedge funds and large institutions have $3.6B invested in MDU Resources in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.36B → $3.6B (+$240M)

3.89% more ownership

Funds ownership: 168.35%172.24% (+3.9%)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

0% more funds holding

Funds holding: 332332 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 119

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
7.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
108
Reduced
119
Closed
42
Calls
$442K
Puts
Net Calls
+$442K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Assured Investment Management
New York
$8K -$852K -83,954 -99%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$6K -$33.7K -3,316 -85%
TCCM
303
Timber Creek Capital Management
Massachusetts
$6K -$4K -394 -40%
FGC
304
Financial Gravity Companies
Texas
$6K +$3.98K +392 +213%
FGAM
305
Financial Gravity Asset Management
Texas
$6K +$5.85K +576 New
FMA
306
FNY Managed Accounts
New York
$6K +$6.17K +608 New
LFA
307
Legacy Financial Advisors
Kentucky
$5K
MF
308
MHI Funds
New York
$5K +$4.88K +481 New
QCG
309
Quadrant Capital Group
Ohio
$4K -$1.95K -192 -29%
S
310
SignatureFD
Georgia
$4K +$3.47K +342 New
PCP
311
Proficio Capital Partners
Massachusetts
$3K -$10.5K -1,036 -79%
CFD
312
Creative Financial Designs
Indiana
$3K -$751 -74 -22%
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$3K -$81 -8 -3%
EARNEST Partners
314
EARNEST Partners
Georgia
$3K
GAM
315
Gemmer Asset Management
California
$3K
PCG
316
Private Capital Group
Connecticut
$3K
ST
317
Smithfield Trust
Pennsylvania
$3K
TF
318
Tompkins Financial
New York
$3K
HI
319
Hudock Inc
Pennsylvania
$3K +$20 +2 +0.6%
KF
320
Krilogy Financial
Missouri
$2K
OFS
321
Orrstown Financial Services
Pennsylvania
$2K
PA
322
Parallel Advisors
California
$2K
Nomura Holdings
323
Nomura Holdings
Japan
$1.07K +$562K +55,312 +124%
CFA
324
Carroll Financial Associates
North Carolina
$1K -$16.9K -1,662 -94%
GI
325
Gradient Investments
Minnesota
$1K

MDU Hedge Fund Activity: Q1 2018 in Review

332 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2018, worth a combined $3.6B — up 7.1% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MDU positions and 42 closed out — a net gain of 4 holders — while 108 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Vanguard Group, cutting an estimated $44.3M.

  • 332 institutional investors held MDU Resources (MDU) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $3.6B of MDU Resources stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 46 funds opened new MDU Resources positions in Q1 2018 and 42 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q1 2018 was Fidelity Investments, an estimated $45.9M added.
  • The largest MDU Resources seller in Q1 2018 was Vanguard Group, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2018.