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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Washington Trust
Rhode Island
$13K
CFGS
302
Concourse Financial Group Securities
Alabama
$13K +$765 +92 +6%
AF
303
Arrow Financial
New York
$13K +$4.37K +526 +50%
CTC
304
Central Trust Company
Missouri
$12K -$4.37K -526 -27%
S
305
SignatureFD
Georgia
$12K
ClearBridge Investments
306
ClearBridge Investments
New York
$11K
TAIM
307
TD Ameritrade Investment Management
Nebraska
$9K -$656 -79 -7%
DAM
308
Delta Asset Management
Tennessee
$9K
LWM
309
Lenox Wealth Management
Ohio
$8K +$8.02K +965 New
APA
310
American Portfolios Advisors
New York
$6.34K -$22.8K -2,738 -78%
QCG
311
Quadrant Capital Group
Ohio
$6K -$28.7K -3,451 -82%
SFPG
312
Stonebridge Financial Planning Group
Florida
$5K
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$4K
Bessemer Group
314
Bessemer Group
New Jersey
$4K +$3.5K +421 New
RIM
315
Rockbridge Investment Management
New York
$4K +$3.67K +442 New
PA
316
Parallel Advisors
California
$3K -$17.5K -2,107 -82%
ST
317
Smithfield Trust
Pennsylvania
$3K -$15.9K -1,919 -86%
EARNEST Partners
318
EARNEST Partners
Georgia
$3K
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$3K
EIP
320
Ellis Investment Partners
Pennsylvania
$3K +$42 +5 +1%
GRP
321
Global Retirement Partners
California
$3K +$42 +5 +1%
TF
322
TimeScale Financial
Massachusetts
$3K +$66 +8 +2%
PCG
323
Private Capital Group
Connecticut
$3K +$432 +52 +19%
JWA
324
JFS Wealth Advisors
Pennsylvania
$3K +$2.51K +302 New
TH
325
TCTC Holdings
Texas
$2K +$2.19K +263 New

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.