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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
– -$260K -26,349 Closed
TG
352
TLP Group
Illinois
– -$241K -23,485 -100%
GAM
353
Griffin Asset Management
New York
– -$213K -21,565 Closed
SG
354
StoneX Group
New York
– -$209K -21,171 Closed
FWSM
355
First Wilshire Securities Management
California
– -$205K -20,776 Closed
NPC
356
National Planning Corporation
California
– -$201K -20,337 Closed
MFW
357
Mosaic Family Wealth
Missouri
– -$183K -18,585 Closed
PCM
358
Prelude Capital Management
New York
– -$138K -13,986 Closed
SMG
359
Spectrum Management Group
Indiana
– -$16K -1,578 Closed
OAM
360
Oppenheimer Asset Management
New York
– -$10K -1,049 Closed
FMA
361
FNY Managed Accounts
New York
– -$3K -358 Closed
WIM
362
Westside Investment Management
California
– -$2.69K -266 Closed
YWP
363
YorkBridge Wealth Partners
New York
– -$1K -108 Closed
MOS
364
MGO One Seven
Ohio
– +$400 +39 New
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.