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MDU Resources

376 hedge funds and large institutions have $4.06B invested in MDU Resources in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 133 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $3.82B → $4.06B (+$239M)

5% more funds holding

Funds holding: 358376 (+18)

4.1% more ownership

Funds ownership: 154.72%158.82% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 133

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
376
Holders Change
+18
Holders Change %
+5.03%
% of All Funds
10.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
40
Increased
130
Reduced
133
Closed
20
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$28.3M +$18.8M +1,440,649 +213%
TCIM
27
TIAA CREF Investment Management
New York
$27.9M -$2.42M -185,070 -8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$27M -$6.51M -498,376 -20%
HAI
29
Hennessy Advisors Inc
California
$26.6M +$5.24M +401,057 +25%
BIM
30
BlackRock Investment Management
Delaware
$25.6M -$2.26M -173,244 -8%
PI
31
PGGM Investments
Netherlands
$25.4M +$1.21M +92,265 +5%
BA
32
BlackRock Advisors
Delaware
$22.5M -$186K -14,202 -0.8%
Goldman Sachs
33
Goldman Sachs
New York
$21.6M +$6.68M +511,439 +46%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$20.3M -$189K -14,465 -0.9%
JP Morgan Chase
35
JP Morgan Chase
New York
$18.5M +$5.73M +438,273 +46%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$18.5M -$309K -23,669 -2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$18.4M +$22.1K +1,691 +0.1%
Renaissance Technologies
38
Renaissance Technologies
New York
$18.2M +$1.18M +90,631 +7%
JHIU
39
Janus Henderson Investors US
Colorado
$18.1M +$17.4M +1,334,141 +5,284%
ICM
40
IronBridge Capital Management
Illinois
$17.8M -$2.5M -191,455 -13%
Ameriprise
41
Ameriprise
Minnesota
$16.9M +$201K +15,413 +1%
MHI
42
Miller Howard Investments
New York
$16.4M +$325K +24,918 +2%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$15.5M -$157K -12,018 -1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$15.3M -$2.51M -192,042 -14%
Deutsche Bank
45
Deutsche Bank
Germany
$14.7M +$207K +15,809 +1%
FWCM
46
Ferguson Wellman Capital Management
Oregon
$14.3M -$11.2K -855 -0.1%
AIG
47
American International Group
New York
$14.3M +$277K +21,184 +2%
CS
48
Credit Suisse
Switzerland
$14M +$3.22M +246,546 +31%
WT
49
Wilmington Trust
Delaware
$13.3M -$18.8K -1,438 -0.1%
GC
50
Guggenheim Capital
Illinois
$13M -$33.1M -2,537,376 -72%

MDU Hedge Fund Activity: Q2 2014 in Review

376 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2014, worth a combined $4.06B — up 6.3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MDU positions and 20 closed out — a net gain of 20 holders — while 130 added to existing stakes and 133 trimmed.

The largest buyer was Norges Bank, adding an estimated $58.7M. The largest seller was Guggenheim Capital, cutting an estimated $33.1M.

  • 376 institutional investors held MDU Resources (MDU) as of Q2 2014, up from 358 in Q1 2014.
  • Funds reported $4.06B of MDU Resources stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 40 funds opened new MDU Resources positions in Q2 2014 and 20 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q2 2014 was Norges Bank, an estimated $58.7M added.
  • The largest MDU Resources seller in Q2 2014 was Guggenheim Capital, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2014.