MDU Resources
359 hedge funds and large institutions have $3.46B invested in MDU Resources in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 48 closing their positions.
10% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 48
10% more capital invested
Capital invested by funds: $3.14B → $3.46B (+$321M)
2.25% more ownership
Funds ownership: 176.8% → 179.05% (+2.3%)
1% more funds holding
Funds holding: 356 → 359 (+3)
0% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 118
18% less call options, than puts
Call options by funds: $3.4M | Put options by funds: $4.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$49.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.8M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$36.4M |
| 4 |
BlackRock
New York
|
+$14M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$16.7M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$15.7M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$13M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$9.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -142 | Closed |
|
402
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -131 | Closed |
|
|
CFA
403
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$990 | -102 | -90% |
|
|
FTI
404
Fiduciary Trust International
Lincoln,
Massachusetts
| – | -$1K | -79 | Closed |
|
MDU Hedge Fund Activity: Q1 2019 in Review
359 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2019, worth a combined $3.46B — up 10% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MDU positions and 48 closed out — a net gain of 5 holders — while 118 added to existing stakes and 118 trimmed.
The largest buyer was State Street, adding an estimated $49.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $25M sold.
- 359 institutional investors held MDU Resources (MDU) as of Q1 2019, up from 356 in Q4 2018.
- Funds reported $3.46B of MDU Resources stock for Q1 2019, up 10% quarter-over-quarter.
- 53 funds opened new MDU Resources positions in Q1 2019 and 48 closed out, a net change of +5 holders.
- The largest MDU Resources buyer in Q1 2019 was State Street, an estimated $49.3M added.
- The largest MDU Resources seller in Q1 2019 was Balyasny Asset Management, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2019.