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MDU Resources
MDU

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311 → 332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51% → 168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
2
Millennium Management
Millennium Management
New York
+$16.3M
3
Goldman Sachs
Goldman Sachs
New York
+$14.3M
4
Morgan Stanley
Morgan Stanley
New York
+$13.9M
5
Invesco
Invesco
Georgia
+$10.9M

Top Sellers

1
HAI
Hennessy Advisors Inc
California
-$29M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
3
First Trust Advisors
First Trust Advisors
Illinois
-$16.3M
4
State Street
State Street
Massachusetts
-$16.1M
5
PI
PGGM Investments
Netherlands
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
326
Financial Gravity Companies
Texas
$2K +$1.89K +184 New
VCM
327
Versant Capital Management
Arizona
$1K – – –
GI
328
Gradient Investments
Minnesota
$1K +$1.29K +126 New
PCG
329
Private Capital Group
Connecticut
$3 +$2.78K +271 New
PI
330
PGGM Investments
Netherlands
– -$13.9M -1,407,244 Closed
NFA
331
Nationwide Fund Advisors
Ohio
– -$8.55M -866,274 Closed
ICOA
332
Investment Centers of America
North Dakota
– -$4.93M -498,879 Closed
VFM
333
Viking Fund Management
North Dakota
– -$3.11M -315,586 Closed
CCMH
334
Cornerstone Capital Management Holdings
New York
– -$3.09M -301,745 Closed
Rafferty Asset Management
335
Rafferty Asset Management
New York
– -$2.84M -287,483 Closed
BPM
336
Bowling Portfolio Management
Ohio
– -$2.49M -252,416 Closed
Nordea Investment Management
337
Nordea Investment Management
Sweden
– -$2.14M -216,860 Closed
APG Asset Management
338
APG Asset Management
Netherlands
– -$1.76M -178,306 Closed
CEP
339
Chicago Equity Partners
Illinois
– -$1.42M -143,986 Closed
Credit Agricole
340
Credit Agricole
France
– -$1.22M -123,431 Closed
CIC
341
Cornercap Investment Counsel
Georgia
– -$643K -65,148 Closed
SAM
342
Symphony Asset Management
California
– -$561K -56,808 Closed
DTL
343
Dynamic Technology Lab
Singapore
– -$349K -35,340 Closed
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
– -$337K -34,131 Closed
N
345
Natixis
France
– -$333K -33,791 Closed
PP
346
Prudential plc
United Kingdom
– -$317K -32,085 Closed
FRM
347
Fox Run Management
Connecticut
– -$291K -29,455 Closed
BCI
348
Brinker Capital Investments
Pennsylvania
– -$286K -29,005 Closed
CA
349
Cetera Advisors
Colorado
– -$283K -28,484 Closed
CCM
350
Cadence Capital Management
Massachusetts
– -$267K -27,096 Closed
11 12 13
14
15

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.