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MDU Resources

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51%168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$22.2M -$75K -7,319 -0.3%
Millennium Management
27
Millennium Management
New York
$17.9M +$16.3M +1,593,053 +979%
HAI
28
Hennessy Advisors Inc
California
$16.6M -$29M -2,830,546 -64%
TCIM
29
TIAA CREF Investment Management
New York
$15.6M -$483K -47,167 -3%
CIM
30
Confluence Investment Management
Missouri
$15.2M +$319K +31,149 +2%
Ameriprise
31
Ameriprise
Minnesota
$15.1M -$813K -79,407 -5%
SIM
32
Sprucegrove Investment Management
Ontario, Canada
$15M -$2.12M -206,972 -12%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$14.3M +$443K +43,196 +3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$14.1M +$56.9K +5,550 +0.4%
Wells Fargo
35
Wells Fargo
California
$13.8M -$3.07M -299,726 -18%
PPA
36
Parametric Portfolio Associates
Washington
$12.5M -$528K -51,535 -4%
MAM
37
Martingale Asset Management
Massachusetts
$11.5M +$4.05M +395,151 +54%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$11.1M
AIG
39
American International Group
New York
$10.9M +$122K +11,903 +1%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$10.8M +$2.72M +265,750 +33%
ProShare Advisors
41
ProShare Advisors
Maryland
$10.3M +$155K +15,114 +2%
M&T Bank
42
M&T Bank
New York
$10.1M -$33.2K -3,237 -0.3%
Allianz Asset Management
43
Allianz Asset Management
Germany
$9.61M -$1.46M -142,435 -13%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$9.53M -$1.55M -150,922 -14%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$9.45M
First Manhattan
46
First Manhattan
New York
$9.21M +$88K +8,587 +1%
Deutsche Bank
47
Deutsche Bank
Germany
$9.21M +$4.57M +445,745 +98%
Victory Capital Management
48
Victory Capital Management
Texas
$9.01M +$898K +87,660 +11%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$8.96M +$52.7K +5,142 +0.6%
DIA
50
Davidson Investment Advisors
Montana
$8.88M +$36K +3,516 +0.4%

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.