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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$28.2M +$4.63M +475,433 +20%
Goldman Sachs
27
Goldman Sachs
New York
$27.9M +$5.46M +560,660 +25%
ECM
28
ExodusPoint Capital Management
New York
$24.8M +$10.4M +1,071,210 +74%
Renaissance Technologies
29
Renaissance Technologies
New York
$24.3M +$8.18M +839,985 +51%
AQR Capital Management
30
AQR Capital Management
Connecticut
$24.3M +$387K +39,756 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$22.5M +$90.1K +9,249 +0.4%
AL
32
AJO LP
Pennsylvania
$21.3M +$925K +95,025 +5%
IECM
33
Intrinsic Edge Capital Management
Illinois
$20.7M +$20.5M +2,106,572 New
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$15.9M +$3.46M +355,087 +28%
PPA
35
Parametric Portfolio Associates
Washington
$15.7M -$1.1M -113,456 -7%
Allianz Asset Management
36
Allianz Asset Management
Germany
$15.5M -$2.05M -210,391 -12%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$14.8M +$8.33M +855,149 +130%
GC
38
Guggenheim Capital
Illinois
$14.7M +$2.01M +205,977 +16%
AA
39
Ancora Advisors
Ohio
$14.6M +$10.3M +1,058,358 New
HA
40
Heartland Advisors
Wisconsin
$14.6M +$2.97M +304,493 +26%
Millennium Management
41
Millennium Management
New York
$14.4M +$8.4M +862,505 +142%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$14.2M +$4.28M +439,688 +44%
AAMU
43
Amundi Asset Management US
Massachusetts
$13.5M -$21.3K -2,191 -0.8%
ProShare Advisors
44
ProShare Advisors
Maryland
$13.4M +$2.21M +226,625 +20%
Ameriprise
45
Ameriprise
Minnesota
$13.2M -$476K -48,887 -4%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$13M -$319K -32,729 -2%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$12.3M +$5.49M +563,426 +82%
N
48
Natixis
France
$12.2M +$4.46M +457,863 +59%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.1M +$59.2K +6,080 +0.5%
MAM
50
Martingale Asset Management
Massachusetts
$11.5M -$591K -60,674 -5%

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.