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MDU Resources

381 hedge funds and large institutions have $4.08B invested in MDU Resources in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 128 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484,450% more call options, than puts

Call options by funds: $9.69M | Put options by funds: $2K

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

12% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 114

12% more funds holding

Funds holding: 341381 (+40)

4% more capital invested

Capital invested by funds: $3.92B → $4.08B (+$164M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.29% less ownership

Funds ownership: 183.52%180.24% (-3.3%)

Holders
381
Holders Change
+40
Holders Change %
+11.73%
% of All Funds
7.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
128
Reduced
114
Closed
14
Calls
$9.69M
Puts
$2K
Net Calls
+$9.69M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
301
HM Payson & Co
Maine
$170K
EP
302
Eudaimonia Partners
Tennessee
$170K +$165K +15,077 New
NFG
303
Next Financial Group
Texas
$151K +$138K +12,608 +1,598%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$137K -$19.5K -1,783 -13%
Skandinaviska Enskilda Banken (SEB)
305
Skandinaviska Enskilda Banken (SEB)
Sweden
$134K
BEAM
306
Baker Ellis Asset Management
Washington
$110K
Canada Pension Plan Investment Board
307
Canada Pension Plan Investment Board
Ontario, Canada
$104K +$100K +9,205 +35,404%
BWM
308
BerganKDV Wealth Management
Minnesota
$95K
GWM
309
Geneos Wealth Management
Colorado
$95K +$120 +11 +0.1%
PO
310
Private Ocean
California
$90K
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$73K
BFEC
312
Benjamin F. Edwards & Company
Missouri
$72K
IA
313
IFP Advisors
Florida
$68K -$79.1K -7,246 -54%
TWA
314
TCI Wealth Advisors
Arizona
$67K
PCM
315
Prelude Capital Management
New York
$67K +$64.7K +5,930 New
HFM
316
Hartford Financial Management
Connecticut
$60K
ASN
317
Advisory Services Network
Georgia
$59K +$11.9K +1,086 +26%
HWM
318
HighMark Wealth Management
Minnesota
$58K +$56.8K +5,205 New
CT
319
Caldwell Trust
Florida
$55.6K +$53.7K +4,923 New
AF
320
Allworth Financial
California
$54K
AF
321
Advisornet Financial
Minnesota
$50K -$4.28K -392 -8%
IFAM
322
Institutional & Family Asset Management
Colorado
$50K
BCWM
323
Bartlett & Co Wealth Management
Ohio
$47.3K
TSW
324
Thompson Siegel & Walmsley
Virginia
$45K
PB
325
Pinnacle Bancorp
Nebraska
$43K -$287K -26,299 -87%

MDU Hedge Fund Activity: Q4 2019 in Review

381 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2019, worth a combined $4.08B — up 4.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MDU positions and 14 closed out — a net gain of 49 holders — while 128 added to existing stakes and 114 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $25.1M. The largest seller was Adage Capital Partners, cutting an estimated $43.1M.

  • 381 institutional investors held MDU Resources (MDU) as of Q4 2019, up from 341 in Q3 2019.
  • Funds reported $4.08B of MDU Resources stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 63 funds opened new MDU Resources positions in Q4 2019 and 14 closed out, a net change of +49 holders.
  • The largest MDU Resources buyer in Q4 2019 was Parnassus Investments, an estimated $25.1M added.
  • The largest MDU Resources seller in Q4 2019 was Adage Capital Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2019.