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MDU Resources

381 hedge funds and large institutions have $4.08B invested in MDU Resources in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 128 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484,450% more call options, than puts

Call options by funds: $9.69M | Put options by funds: $2K

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

12% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 114

12% more funds holding

Funds holding: 341381 (+40)

4% more capital invested

Capital invested by funds: $3.92B → $4.08B (+$164M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.29% less ownership

Funds ownership: 183.52%180.24% (-3.3%)

Holders
381
Holders Change
+40
Holders Change %
+11.73%
% of All Funds
7.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
128
Reduced
114
Closed
14
Calls
$9.69M
Puts
$2K
Net Calls
+$9.69M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
S.A. Mason
Michigan
$12K +$11.5K +1,052 New
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$10K +$9.3K +852 New
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.76K +894 New
LC
354
Lindbrook Capital
California
$8K -$6.98K -639 -48%
S
355
SignatureFD
Georgia
$7K
SFPG
356
Stonebridge Financial Planning Group
Florida
$7K +$6.46K +592 New
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$6K
AP
358
Americana Partners
Texas
$6K +$6.32K +579 New
CAW
359
Cornerstone Advisors (Washington)
Washington
$5K
GRP
360
Global Retirement Partners
California
$5K +$4.97K +455 New
GDP
361
Great Diamond Partners
Maine
$5K +$5.05K +463 New
HIM
362
Hillsdale Investment Management
Ontario, Canada
$5K +$5.16K +473 New
EARNEST Partners
363
EARNEST Partners
Georgia
$4K
GAM
364
Gemmer Asset Management
California
$4K
PFBT
365
Parkside Financial Bank & Trust
Missouri
$4K
ST
366
Smithfield Trust
Pennsylvania
$4K
TF
367
TimeScale Financial
Massachusetts
$4K
EIP
368
Ellis Investment Partners
Pennsylvania
$4K +$22 +2 +0.5%
AWA
369
Arkadios Wealth Advisors
Georgia
$3K +$2.73K +250 New
PCG
370
Private Capital Group
Connecticut
$3K
TF
371
Tompkins Financial
New York
$3K
CI
372
CX Institutional
Indiana
$2K -$2.33K -213 -55%
OPS
373
Orion Portfolio Solutions
Nebraska
$2K +$2.29K +210 New
GWS
374
Glassman Wealth Services
Virginia
$1K
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$1K

MDU Hedge Fund Activity: Q4 2019 in Review

381 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2019, worth a combined $4.08B — up 4.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MDU positions and 14 closed out — a net gain of 49 holders — while 128 added to existing stakes and 114 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $25.1M. The largest seller was Adage Capital Partners, cutting an estimated $43.1M.

  • 381 institutional investors held MDU Resources (MDU) as of Q4 2019, up from 341 in Q3 2019.
  • Funds reported $4.08B of MDU Resources stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 63 funds opened new MDU Resources positions in Q4 2019 and 14 closed out, a net change of +49 holders.
  • The largest MDU Resources buyer in Q4 2019 was Parnassus Investments, an estimated $25.1M added.
  • The largest MDU Resources seller in Q4 2019 was Adage Capital Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2019.