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MDU Resources
MDU

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.38% less ownership

Funds ownership: 170.34% → 169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334 → 313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$433M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$95.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.2M
4
Parnassus Investments
Parnassus Investments
California
+$20.7M
5
Millennium Management
Millennium Management
New York
+$19.5M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$51.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$40M
3
State Street
State Street
Massachusetts
-$37.4M
4
CRCP
Copper Rock Capital Partners
Massachusetts
-$24.9M
5
Goldman Sachs
Goldman Sachs
New York
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
351
Prelude Capital Management
New York
– -$95K -8,679 Closed
Daiwa Securities Group
352
Daiwa Securities Group
Japan
– -$86K -7,890 Closed
GBT
353
Grove Bank & Trust
Florida
– -$48K -4,392 Closed
SIG
354
Stanford Investment Group
California
– -$33K -3,006 Closed
BAM
355
Bruderman Asset Management
New York
– -$32K -2,959 Closed
IR
356
Invictus RG
Bermuda
– -$15K -1,410 Closed
FHA
357
First Horizon Advisors
Tennessee
– -$12K -1,325 Closed
CBOA
358
Commonwealth Bank of Australia
Australia
– -$14K -1,315 Closed
MWM
359
MinichMacGregor Wealth Management
New York
– -$11K -1,047 Closed
FNBT
360
FineMark National Bank & Trust
Florida
– -$5K -444 Closed
EARNEST Partners
361
EARNEST Partners
Georgia
– -$3K -318 Closed
DPA
362
Delphi Private Advisors
California
– -$2K -174 Closed
BCMIO
363
Beacon Capital Management Inc (Ohio)
Ohio
– +$84 +8 New
Simplex Trading
364
Simplex Trading
Illinois
– +$878 +84 New
11 12 13 14
15

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.