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MDU Resources

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 170.34%169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$19.5M +$19.5M +1,870,124 New
Wells Fargo
27
Wells Fargo
California
$18.7M +$2.8M +268,419 +18%
Deutsche Bank
28
Deutsche Bank
Germany
$17.9M -$2.66M -254,208 -13%
PPA
29
Parametric Portfolio Associates
Washington
$17.2M +$1M +95,899 +6%
TCIM
30
TIAA CREF Investment Management
New York
$17M -$2.49M -238,262 -13%
Allianz Asset Management
31
Allianz Asset Management
Germany
$16.6M -$3.07M -294,237 -16%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$16.5M +$16.6M +1,586,644 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$16.2M -$74.2K -7,101 -0.5%
Morgan Stanley
34
Morgan Stanley
New York
$16.2M +$959K +91,783 +6%
JP Morgan Chase
35
JP Morgan Chase
New York
$16M -$40M -3,823,835 -71%
Ameriprise
36
Ameriprise
Minnesota
$14.9M +$856K +81,916 +6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$14.3M -$1.04M -99,830 -7%
CIM
38
Confluence Investment Management
Missouri
$14.1M +$771K +73,742 +6%
SLG
39
Stanley-Laman Group
Pennsylvania
$13.7M +$13.8M +1,318,843 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$12.2M +$31 +3 +0%
MPI
41
Mairs & Power Inc
Minnesota
$12M -$1.1M -104,801 -8%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M -$35.7K -3,419 -0.3%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$10.9M -$481K -46,023 -4%
AIG
44
American International Group
New York
$10.7M +$372K +35,590 +4%
JHIU
45
Janus Henderson Investors US
Colorado
$10.6M +$2.22M +212,231 +26%
KTA
46
Keeley-Teton Advisors
Illinois
$10.6M +$10.7M +1,019,830 New
M&T Bank
47
M&T Bank
New York
$10.3M -$205K -19,635 -2%
DZ Bank
48
DZ Bank
Germany
$10.3M +$3.17M +303,667 +45%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$9.87M +$405K +38,746 +4%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$9.5M +$33.8K +3,237 +0.4%

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.