MDU Resources
310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 97
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
4.55% more ownership
Funds ownership: 158.99% → 163.54% (+4.6%)
0% more funds holding
Funds holding: 309 → 310 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $1.25M
6% less capital invested
Capital invested by funds: $2.51B → $2.36B (-$147M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$12.6M |
| 4 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
+$11.5M |
| 5 |
Parnassus Investments
San Francisco,
California
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$36.2M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$10.2M |
| 3 |
Two Sigma Investments
New York
|
-$10.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$8.66M |
| 5 |
Two Sigma Advisers
New York
|
-$7.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
326
Cipher Capital
New York
| – | -$273K | -33,705 | Closed |
|
|
MYLI
327
Meiji Yasuda Life Insurance
Tokyo,
Japan
| – | -$254K | -31,269 | Closed |
|
|
WSCM
328
Wellington Shields Capital Management
New York
| – | -$241K | -29,718 | Closed |
|
|
MYAM
329
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$211K | -26,046 | Closed |
|
|
FBC
330
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$208K | -25,678 | Closed |
|
331
Creative Planning
Overland Park,
Kansas
| – | -$158K | -19,456 | Closed |
|
|
CLOS
332
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$134K | -16,526 | Closed |
|
|
DILH
333
Dai-ichi Life Holdings
Tokyo,
Japan
| – | -$102K | -12,550 | Closed |
|
|
AWS
334
Aris Wealth Services
State College,
Pennsylvania
| – | -$34K | -4,221 | Closed |
|
335
Walleye Trading
New York
| – | -$29K | -3,606 | Closed |
|
|
ZB
336
Zions Bancorporation
Salt Lake City,
Utah
| – | -$9K | -1,152 | Closed |
|
|
WCM
337
Wealthcare Capital Management
Richmond,
Virginia
| – | -$7K | -855 | Closed |
|
MDU Hedge Fund Activity: Q2 2015 in Review
310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.
- 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
- Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
- 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
- The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
- The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.
Based on aggregated 13F filings for Q2 2015.