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MDU Resources

350 hedge funds and large institutions have $3.66B invested in MDU Resources in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,768% more call options, than puts

Call options by funds: $803K | Put options by funds: $28K

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

6% more funds holding

Funds holding: 331350 (+19)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.6B → $3.66B (+$60M)

0.28% less ownership

Funds ownership: 172.24%171.96% (-0.28%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
8.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
117
Reduced
111
Closed
27
Calls
$803K
Puts
$28K
Net Calls
+$775K
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$22.6M -$2.97M -278,655 -12%
AL
27
AJO LP
Pennsylvania
$22.2M +$3.43M +321,185 +19%
Deutsche Bank
28
Deutsche Bank
Germany
$19.7M -$2.23M -208,603 -10%
AQR Capital Management
29
AQR Capital Management
Connecticut
$19.1M +$7.2M +674,828 +63%
CIM
30
Confluence Investment Management
Missouri
$17.2M +$548K +51,344 +3%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$17.2M +$16.8M +1,577,931 New
MAM
32
Martingale Asset Management
Massachusetts
$17.2M +$587K +55,023 +4%
Ameriprise
33
Ameriprise
Minnesota
$17.1M +$1.11M +103,633 +7%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$16.4M +$1.23M +115,776 +8%
Victory Capital Management
35
Victory Capital Management
Texas
$15.9M +$56.8K +5,328 +0.4%
TCIM
36
TIAA CREF Investment Management
New York
$15.7M +$278K +26,084 +2%
PPA
37
Parametric Portfolio Associates
Washington
$14.8M +$770K +72,219 +6%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$14.1M +$4.45M +416,900 +48%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$14M -$535K -50,196 -4%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$13.8M +$5M +468,646 +59%
HAI
41
Hennessy Advisors Inc
California
$13.7M -$2.16M -202,133 -14%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$13.3M +$10.9M +1,022,368 +522%
Morgan Stanley
43
Morgan Stanley
New York
$12.8M -$4.99M -467,802 -28%
SIM
44
Sprucegrove Investment Management
Ontario, Canada
$12.5M -$1.56M -145,958 -11%
AIG
45
American International Group
New York
$11.3M +$66.3K +6,214 +0.6%
Renaissance Technologies
46
Renaissance Technologies
New York
$11.2M +$9.86M +924,010 +878%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$10.7M +$2.03M +189,851 +24%
M&T Bank
48
M&T Bank
New York
$10.6M -$84.2K -7,890 -0.8%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$10.5M +$4.51M +423,148 +79%
JIM
50
Jupiter Investment Management
United Kingdom
$10.3M +$4.96M +464,540 +97%

MDU Hedge Fund Activity: Q2 2018 in Review

350 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2018, worth a combined $3.66B — up 1.7% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDU positions and 27 closed out — a net gain of 23 holders — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $16.8M. The largest seller was State Street, cutting an estimated $30.6M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2018, up from 331 in Q1 2018.
  • Funds reported $3.66B of MDU Resources stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 50 funds opened new MDU Resources positions in Q2 2018 and 27 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q2 2018 was Adage Capital Partners, an estimated $16.8M added.
  • The largest MDU Resources seller in Q2 2018 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2018.