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MDU Resources

336 hedge funds and large institutions have $3.29B invested in MDU Resources in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,821% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $28K

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.99B → $3.29B (+$302M)

7% more funds holding

Funds holding: 315336 (+21)

1.22% more ownership

Funds ownership: 149.03%150.25% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
42
Increased
102
Reduced
127
Closed
18
Calls
$1.66M
Puts
$28K
Net Calls
+$1.63M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$24.1M +$464K +41,149 +2%
TCIM
27
TIAA CREF Investment Management
New York
$24M -$7.37M -653,858 -24%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$22.4M +$230K +20,447 +1%
BA
29
BlackRock Advisors
Delaware
$20.2M -$1.7M -151,226 -8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$18.1M -$41.7K -3,703 -0.2%
Millennium Management
31
Millennium Management
New York
$16.7M +$11.1M +985,965 +217%
CCM
32
Clovis Capital Management
New York
$16.7M -$6.41M -568,836 -28%
HAI
33
Hennessy Advisors Inc
California
$16.5M +$2.71M +240,634 +20%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$16.4M -$182K -16,113 -1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$16.4M
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$16.3M +$183K +16,229 +1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$16M -$3.6K -320 -0%
Principal Financial Group
38
Principal Financial Group
Iowa
$14.2M +$235K +20,860 +2%
Ameriprise
39
Ameriprise
Minnesota
$14.1M +$208K +18,446 +2%
KCM
40
Kennedy Capital Management
Missouri
$13.6M +$1.33M +117,808 +11%
MHI
41
Miller Howard Investments
New York
$13.6M -$403K -35,806 -3%
Deutsche Bank
42
Deutsche Bank
Germany
$12.8M +$2.27M +201,539 +22%
AIG
43
American International Group
New York
$12.1M -$292K -25,957 -2%
Goldman Sachs
44
Goldman Sachs
New York
$12.1M +$1.12M +99,825 +11%
WT
45
Wilmington Trust
Delaware
$11.6M +$5.78K +513 +0.1%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$11.3M -$98.6K -8,757 -0.9%
Macquarie Group
47
Macquarie Group
Australia
$11M +$80.6K +7,153 +0.8%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$10.7M +$144K +12,805 +1%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$10.6M -$8.27K -734 -0.1%
DDPIC
50
Deroy & Devereaux Private Investment Counsel
Michigan
$10.5M -$150K -13,331 -1%

MDU Hedge Fund Activity: Q4 2013 in Review

336 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2013, worth a combined $3.29B — up 10% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 18 closed out — a net gain of 24 holders — while 102 added to existing stakes and 127 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $42.8M. The largest seller was State Street, cutting an estimated $35.9M.

  • 336 institutional investors held MDU Resources (MDU) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.29B of MDU Resources stock for Q4 2013, up 10% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q4 2013 and 18 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $42.8M added.
  • The largest MDU Resources seller in Q4 2013 was State Street, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2013.