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MDU Resources

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08%149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$21.5M -$2.48M -235,004 -10%
CCM
27
Clovis Capital Management
New York
$21.3M +$11M +1,044,845 +109%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$20.3M +$834K +79,154 +4%
BA
29
BlackRock Advisors
Delaware
$20.1M -$473K -44,850 -2%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$16.8M +$165K +15,645 +1%
Morgan Stanley
31
Morgan Stanley
New York
$16.1M -$978K -92,793 -6%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$15.2M +$556K +52,766 +4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$15M +$194K +18,409 +1%
TA
34
Teachers Advisors
New York
$14.9M +$565K +53,608 +4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$14.9M -$154K -14,622 -1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$14.6M +$105K +9,975 +0.7%
MHI
37
Miller Howard Investments
New York
$12.8M +$829K +78,626 +7%
Principal Financial Group
38
Principal Financial Group
Iowa
$12.8M +$65.7K +6,238 +0.5%
Ameriprise
39
Ameriprise
Minnesota
$12.7M +$605K +57,395 +5%
HAI
40
Hennessy Advisors Inc
California
$12.6M +$693K +65,747 +6%
AIG
41
American International Group
New York
$11.4M +$61.2K +5,806 +0.5%
KCM
42
Kennedy Capital Management
Missouri
$11.2M -$760K -72,143 -6%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$11M +$1.83M +173,514 +20%
WT
44
Wilmington Trust
Delaware
$10.6M -$99.8K -9,465 -0.9%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$10.5M -$2.91M -276,522 -22%
RFC
46
Russell Frank Company
Washington
$10.2M -$279K -26,489 -3%
Goldman Sachs
47
Goldman Sachs
New York
$10M +$3.24M +307,523 +48%
Macquarie Group
48
Macquarie Group
Australia
$10M -$934K -88,574 -9%
CS
49
Credit Suisse
Switzerland
$9.86M +$843K +80,030 +9%
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$9.77M +$2.89M +274,184 +43%

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.