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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$13.8M +$642K +95,186 +5%
TCIM
27
TIAA CREF Investment Management
New York
$13.4M -$668K -99,087 -5%
Axa
28
Axa
France
$13.4M -$4.26M -632,224 -26%
BIM
29
BlackRock Investment Management
Delaware
$13M -$111K -16,508 -0.9%
MPI
30
Mairs & Power Inc
Minnesota
$13M -$21.3M -3,164,764 -64%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.5M +$396K +58,788 +4%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$12.5M +$752K +111,507 +7%
BG
33
BlackRock Group
United Kingdom
$11.9M +$630K +93,403 +6%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$11.2M +$6.85M +1,016,266 +206%
HAI
35
Hennessy Advisors Inc
California
$11M -$585K -86,786 -6%
Bank of America
36
Bank of America
North Carolina
$10.5M +$966K +143,303 +11%
Wells Fargo
37
Wells Fargo
California
$10.5M -$3.78M -560,873 -28%
PPA
38
Parametric Portfolio Associates
Washington
$10.4M +$2.22M +329,472 +31%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$10.4M -$1.19M -176,810 -11%
Deutsche Bank
40
Deutsche Bank
Germany
$10.2M -$10.2K -1,517 -0.1%
Ameriprise
41
Ameriprise
Minnesota
$9.66M -$98.9K -14,675 -1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$9.62M +$544K +80,677 +7%
MHI
43
Miller Howard Investments
New York
$9.53M -$3.83M -567,863 -31%
VFM
44
Viking Fund Management
North Dakota
$9.15M
CIM
45
Confluence Investment Management
Missouri
$8.93M +$971K +144,002 +14%
GAM
46
Gotham Asset Management
New York
$8.62M +$7.85M +1,164,631 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$8.28M +$939K +139,292 +14%
Two Sigma Investments
48
Two Sigma Investments
New York
$7.95M +$3.81M +564,586 +111%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$7.93M +$6.85M +1,016,834 +1,848%
AIG
50
American International Group
New York
$7.77M -$12.9K -1,910 -0.2%

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.