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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
AF
301
Advisornet Financial
Minnesota
$43K +$3.83K +394 +10%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$41.2K
BC
303
Bartlett & Co
Ohio
$41K
ASN
304
Advisory Services Network
Georgia
$40K -$640K -65,889 -94%
TSW
305
Thompson Siegel & Walmsley
Virginia
$39K
CHP
306
Cable Hill Partners
Oregon
$37K +$301 +31 +0.8%
NWM
307
Northwest Wealth Management
Iowa
$35K
SHJ
308
Sharkey, Howes & Javer
Colorado
$32K
SFG
309
SevenBridge Financial Group
Pennsylvania
$31K
LFG
310
Larson Financial Group
Missouri
$27K +$223 +23 +0.8%
WPW
311
Winthrop Partners - WNY
New York
$26.3K
BMM
312
Buffington Mohr McNeal
Idaho
$26K +$25.8K +2,661 New
FHA
313
Flagship Harbor Advisors
Massachusetts
$25K +$2.65K +273 +12%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$25K +$24.5K +2,519 New
FL
315
Fort LP
Maryland
$21K -$5.26K -542 -21%
OIA
316
OneDigital Investment Advisors
Kansas
$21K
MNBTD
317
Moody National Bank Trust Division
Texas
$20K
CFB
318
Cullen/Frost Bankers
Texas
$20K +$19.4K +1,999 New
CI
319
CX Institutional
Indiana
$15K +$14.4K +1,481 New
CTC
320
Central Trust Company
Missouri
$14K
CFGS
321
Concourse Financial Group Securities
Alabama
$14K +$78 +8 +0.5%
AP
322
Advisors Preferred
Maryland
$14K +$13.4K +1,378 New
CFS
323
Ceros Financial Services
Maryland
$14K +$13.4K +1,378 New
MC
324
Machina Capital
France
$14K +$13.7K +1,410 New
SCM
325
Shelton Capital Management
Colorado
$13.8K -$343K -35,372 -97%

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.