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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
326
Ellis Investment Partners
Pennsylvania
$3K
JWA
327
JFS Wealth Advisors
Pennsylvania
$3K
PCG
328
Private Capital Group
Connecticut
$3K
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$3K
TF
330
TimeScale Financial
Massachusetts
$3K
FHC
331
First Horizon Corporation
Tennessee
$3K +$3.14K +366 New
CBT
332
Central Bank & Trust
Kentucky
$3K +$3.18K +371 New
PS
333
Planned Solutions
California
$3K +$3.25K +379 New
ACM
334
AUA Capital Management
Pennsylvania
$3K +$3.27K +381 New
LC
335
Lindbrook Capital
California
$2K
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$2K +$627 +73 +46%
GKIM
337
GW&K Investment Management
Massachusetts
$2K +$2.26K +263 New
CI
338
CX Institutional
Indiana
$1K
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
M
340
MOTCO
Texas
$1K
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PWMG
342
Prestige Wealth Management Group
New Jersey
$1K
VCM
343
Versant Capital Management
Arizona
$1K
Millennium Management
344
Millennium Management
New York
$941 -$6.35M -739,332 -87%
FCA
345
FinTrust Capital Advisors
South Carolina
$20
Adage Capital Partners
346
Adage Capital Partners
Massachusetts
-$14.4M -1,709,425 Closed
PI
347
PGGM Investments
Netherlands
-$13.6M -1,609,387 Closed
Voloridge Investment Management
348
Voloridge Investment Management
Florida
-$4.93M -584,631 Closed
Two Sigma Investments
349
Two Sigma Investments
New York
-$4.85M -575,314 Closed
Franklin Resources
350
Franklin Resources
California
-$1.83M -219,703 Closed

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.