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MDU Resources

331 hedge funds and large institutions have $3.6B invested in MDU Resources in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $3.36B → $3.6B (+$240M)

3.89% more ownership

Funds ownership: 168.35%172.24% (+3.9%)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 332331 (-1)

9% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 119

Holders
331
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
7.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
108
Reduced
119
Closed
42
Calls
$442K
Puts
Net Calls
+$442K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$24.2M +$840K +82,689 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$21.6M +$11.4M +1,117,935 +124%
Millennium Management
28
Millennium Management
New York
$21.6M +$2.64M +260,072 +15%
AL
29
AJO LP
Pennsylvania
$18.4M +$17.4M +1,715,269 New
Morgan Stanley
30
Morgan Stanley
New York
$17.6M -$13.5M -1,324,986 -45%
CIM
31
Confluence Investment Management
Missouri
$16.4M +$453K +44,610 +3%
MAM
32
Martingale Asset Management
Massachusetts
$16.3M +$3.96M +390,272 +35%
Ameriprise
33
Ameriprise
Minnesota
$15.7M -$88.3K -8,694 -0.6%
HAI
34
Hennessy Advisors Inc
California
$15.7M -$1.63M -160,791 -10%
Victory Capital Management
35
Victory Capital Management
Texas
$15.6M +$5.83M +573,817 +65%
TCIM
36
TIAA CREF Investment Management
New York
$15.1M -$1.18M -115,984 -8%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$14.9M +$145K +14,324 +1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$14.3M -$640K -63,028 -5%
SIM
39
Sprucegrove Investment Management
Ontario, Canada
$13.9M -$1.74M -171,732 -12%
PPA
40
Parametric Portfolio Associates
Washington
$13.8M +$650K +63,972 +5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$11.6M +$2.48M +243,996 +29%
AIG
42
American International Group
New York
$11M -$358K -35,211 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$10.8M -$780K -76,793 -7%
M&T Bank
44
M&T Bank
New York
$10.5M -$52.1K -5,131 -0.5%
Man Group
45
Man Group
United Kingdom
$10.5M +$9.93M +977,586 New
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$9.9M
JGUA
47
John G. Ullman & Associates
New York
$9.73M +$1.82M +179,253 +25%
Two Sigma Investments
48
Two Sigma Investments
New York
$9.7M +$8.07M +795,228 +719%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$9.61M -$355K -34,953 -4%
First Manhattan
50
First Manhattan
New York
$9.58M -$64.1K -6,312 -0.7%

MDU Hedge Fund Activity: Q1 2018 in Review

331 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2018, worth a combined $3.6B — up 7.1% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 42 closed out — a net gain of 3 holders — while 108 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Vanguard Group, cutting an estimated $44.3M.

  • 331 institutional investors held MDU Resources (MDU) as of Q1 2018, down from 332 in Q4 2017.
  • Funds reported $3.6B of MDU Resources stock for Q1 2018, up 7.1% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q1 2018 and 42 closed out, a net change of +3 holders.
  • The largest MDU Resources buyer in Q1 2018 was Fidelity Investments, an estimated $45.9M added.
  • The largest MDU Resources seller in Q1 2018 was Vanguard Group, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2018.