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MDU Resources

343 hedge funds and large institutions have $3.18B invested in MDU Resources in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 116 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,093% more call options, than puts

Call options by funds: $877K | Put options by funds: $40K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 116

3.19% less ownership

Funds ownership: 158.82%155.63% (-3.2%)

9% less funds holding

Funds holding: 376343 (-33)

22% less capital invested

Capital invested by funds: $4.06B → $3.18B (-$876M)

55% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 55

Holders
343
Holders Change
-33
Holders Change %
-8.78%
% of All Funds
9.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
126
Reduced
116
Closed
55
Calls
$877K
Puts
$40K
Net Calls
+$837K
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
376
Kavar Capital Partners Group
Kansas
-$222K -16,639 Closed
HPC
377
HM Payson & Co
Maine
-$222K -16,634 Closed
VFAM
378
Valley Forge Asset Management
Pennsylvania
-$213K -15,974 Closed
GIA
379
Guyasuta Investment Advisors
Pennsylvania
-$209K -15,714 Closed
ST
380
Smithfield Trust
Pennsylvania
-$204K -15,280 Closed
USAA
381
United Services Automobile Association
Texas
-$204K -15,253 Closed
BRWA
382
B. Riley Wealth Advisors
Florida
-$140K -10,520 Closed
MA
383
MUFG Americas
New York
-$105K -7,890 Closed
MBT
384
Monroe Bank & Trust
Michigan
-$105K -7,832 Closed
Fuller & Thaler Asset Management
385
Fuller & Thaler Asset Management
California
-$91K -6,838 Closed
VAM
386
Visionary Asset Management
Texas
-$86K -6,412 Closed
TFO
387
Tarbox Family Office
California
-$35K -2,648 Closed
IRS
388
Invictus RG (Singapore)
Singapore
-$24K -1,786 Closed
BRWM
389
B. Riley Wealth Management
Tennessee
-$14K -1,052 Closed
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
-$13.8K -1,036 Closed
PAS
391
Partnervest Advisory Services
California
-$13K -952 Closed
FMII
392
Farmers & Merchants Investments Inc
Nebraska
-$12K -876 Closed
TDC
393
Thompson Davis & Co
Virginia
-$9K -657 Closed
SA
394
SRH Advisors
Kansas
-$6K -465 Closed
PIA
395
Piedmont Investment Advisors
North Carolina
-$4.91K -368 Closed
S
396
SignatureFD
Georgia
-$1K -50 Closed
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
+$309 +26 New

MDU Hedge Fund Activity: Q3 2014 in Review

343 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2014, worth a combined $3.18B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MDU and 25 opened new positions — a net loss of 30 holders — while 116 trimmed existing stakes and 126 added.

The largest buyer was Parnassus Investments, adding an estimated $51.2M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $52.6M sold.

  • 343 institutional investors held MDU Resources (MDU) as of Q3 2014, down from 376 in Q2 2014.
  • Funds reported $3.18B of MDU Resources stock for Q3 2014, down 22% quarter-over-quarter.
  • 25 funds opened new MDU Resources positions in Q3 2014 and 55 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q3 2014 was Parnassus Investments, an estimated $51.2M added.
  • The largest MDU Resources seller in Q3 2014 was Adage Capital Partners, an estimated $52.6M sold.

Based on aggregated 13F filings for Q3 2014.