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.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
4% more funds holding
Funds holding: 337 → 350 (+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: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$45.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$41.6M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$33.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$29.9M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.3M |
| 2 |
BlackRock
New York
|
-$36.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$28.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$14.4M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -421 | Closed |
|
|
BCA
377
Berman Capital Advisors
Atlanta,
Georgia
| – | -$901 | -105 | -76% |
|
|
GWS
378
Glassman Wealth Services
Vienna,
Virginia
| – | +$429 | +50 | New |
|
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.