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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$19.3M +$101K +12,345 +0.6%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$18.5M +$739K +90,673 +5%
Charles Schwab
28
Charles Schwab
California
$17.8M +$651K +79,901 +4%
BIM
29
BlackRock Investment Management
Delaware
$17.4M +$1.24M +151,773 +9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$17M +$4.58M +562,805 +43%
Allianz Asset Management
31
Allianz Asset Management
Germany
$17M +$15.2M +1,860,147 New
BG
32
BlackRock Group
United Kingdom
$16.5M +$1.63M +199,945 +12%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$15.6M +$5.22M +640,566 +60%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$15.6M +$184K +22,617 +1%
BA
35
BlackRock Advisors
Delaware
$15.3M +$6.48M +795,732 +91%
HAI
36
Hennessy Advisors Inc
California
$14.6M +$900K +110,455 +7%
PPA
37
Parametric Portfolio Associates
Washington
$14.3M +$1.28M +157,370 +11%
KAM
38
Keeley Asset Management
Illinois
$13.7M +$7.26M +890,687 +146%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$13.3M -$411K -50,468 -3%
MPI
40
Mairs & Power Inc
Minnesota
$12.9M -$2.73M -335,592 -19%
Bank of America
41
Bank of America
North Carolina
$12.7M -$271K -33,221 -2%
VFM
42
Viking Fund Management
North Dakota
$12.5M +$1.07M +131,494 +11%
Ameriprise
43
Ameriprise
Minnesota
$12.3M +$131K +16,130 +1%
CIM
44
Confluence Investment Management
Missouri
$11.3M +$249K +30,612 +3%
EA
45
Emerald Acquisition
Washington
$11.2M +$9.99M +1,226,360 New
AP
46
AHL Partners
United Kingdom
$11.1M +$8.31M +1,020,603 +536%
BlackRock
47
BlackRock
New York
$10.4M +$2.2M +269,503 +31%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$10.1M -$66.5K -8,163 -0.7%
DIA
49
Davidson Investment Advisors
Montana
$9.77M +$1.82M +223,216 +26%
AIG
50
American International Group
New York
$9.38M -$179K -22,015 -2%

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.