MDU Resources
283 hedge funds and large institutions have $5.32B invested in MDU Resources in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 107 reducing their positions, and 55 closing their positions.
51% more capital invested
Capital invested by funds: $3.52B → $5.32B (+$1.81B)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.63% less ownership
Funds ownership: 164.17% → 162.54% (-1.6%)
8% less funds holding
Funds holding: 307 → 283 (-24)
13% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 107
14% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $1.21M
35% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$22M |
| 2 |
Goldman Sachs
New York
|
+$20.4M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$19.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.5M |
| 5 |
Axa
Paris,
France
|
+$9.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$16.2M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$10.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$9.43M |
MDU Hedge Fund Activity: Q4 2015 in Review
283 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2015, worth a combined $5.32B — up 51% from $3.52B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MDU and 36 opened new positions — a net loss of 19 holders — while 107 trimmed existing stakes and 93 added.
The largest buyer was Heartland Advisors, adding an estimated $22M. The largest seller was Wellington Management Group, cutting an estimated $34.7M.
- 283 institutional investors held MDU Resources (MDU) as of Q4 2015, down from 307 in Q3 2015.
- Funds reported $5.32B of MDU Resources stock for Q4 2015, up 51% quarter-over-quarter.
- 36 funds opened new MDU Resources positions in Q4 2015 and 55 closed out, a net change of -19 holders.
- The largest MDU Resources buyer in Q4 2015 was Heartland Advisors, an estimated $22M added.
- The largest MDU Resources seller in Q4 2015 was Wellington Management Group, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2015.