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MDU Resources

310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4.55% more ownership

Funds ownership: 158.99%163.54% (+4.6%)

0% more funds holding

Funds holding: 309310 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

6% less capital invested

Capital invested by funds: $2.51B → $2.36B (-$147M)

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
117
Reduced
97
Closed
27
Calls
$1.24M
Puts
$1.25M
Net Calls
-$18K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$13.6M +$508K +63,278 +4%
ORIO
27
Old Republic International (ORI)
Illinois
$13.3M +$1.1M +136,754 +8%
Deutsche Bank
28
Deutsche Bank
Germany
$12.4M +$5.46M +680,067 +69%
TCIM
29
TIAA CREF Investment Management
New York
$11.9M +$182K +22,688 +1%
FCM
30
Frontier Capital Management
Massachusetts
$11.6M +$12.6M +1,566,146 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$11.4M +$84.5K +10,520 +0.7%
NMIMC
32
Northwestern Mutual Investment Management Company
Wisconsin
$10.8M
Principal Financial Group
33
Principal Financial Group
Iowa
$10.8M -$48.1K -5,985 -0.4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$10.7M -$15.9K -1,976 -0.1%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$10.4M -$30.5K -3,798 -0.3%
Ameriprise
36
Ameriprise
Minnesota
$10.2M +$874K +108,783 +9%
Wells Fargo
37
Wells Fargo
California
$10M -$2.18M -271,772 -17%
Prudential Financial
38
Prudential Financial
New Jersey
$9.71M -$8.66M -1,077,595 -45%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$9.14M +$592K +73,626 +6%
GC
40
Guggenheim Capital
Illinois
$9.13M -$6.46M -803,683 -40%
Morgan Stanley
41
Morgan Stanley
New York
$8.91M +$1.83M +227,180 +23%
Charles Schwab
42
Charles Schwab
California
$8.81M +$735K +91,455 +8%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$8.69M +$1.02M +127,539 +12%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$8.52M +$575K +71,506 +7%
AIG
45
American International Group
New York
$8.03M +$22.9K +2,848 +0.3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$8.01M -$5.37M -668,093 -38%
PPA
47
Parametric Portfolio Associates
Washington
$7.91M +$2.18M +270,789 +34%
CS
48
Credit Suisse
Switzerland
$7.8M +$1.91M +237,652 +29%
Millennium Management
49
Millennium Management
New York
$7.53M -$6.46M -803,338 -44%
BlackRock
50
BlackRock
New York
$7.49M -$122K -15,132 -1%

MDU Hedge Fund Activity: Q2 2015 in Review

310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
  • Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
  • The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2015.