We are live on ! Find out more
MDU icon

MDU Resources

381 hedge funds and large institutions have $4.08B invested in MDU Resources in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 128 increasing their positions, 114 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484,450% more call options, than puts

Call options by funds: $9.69M | Put options by funds: $2K

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

12% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 114

12% more funds holding

Funds holding: 341381 (+40)

4% more capital invested

Capital invested by funds: $3.92B → $4.08B (+$164M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.29% less ownership

Funds ownership: 183.52%180.24% (-3.3%)

Holders
381
Holders Change
+40
Holders Change %
+11.73%
% of All Funds
7.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
128
Reduced
114
Closed
14
Calls
$9.69M
Puts
$2K
Net Calls
+$9.69M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$34.2M +$9.87M +904,278 +43%
Wells Fargo
27
Wells Fargo
California
$33.9M -$4.28M -391,608 -12%
Legal & General Group
28
Legal & General Group
United Kingdom
$32M -$279K -25,536 -0.9%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$30.9M +$2.14M +196,453 +8%
Two Sigma Investments
30
Two Sigma Investments
New York
$29.2M -$3.84M -352,118 -12%
Principal Financial Group
31
Principal Financial Group
Iowa
$25.8M +$141K +12,926 +0.6%
Victory Capital Management
32
Victory Capital Management
Texas
$22.2M +$1.72M +157,856 +9%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$18.4M -$223K -20,392 -1%
GC
34
Guggenheim Capital
Illinois
$17.3M +$748K +68,527 +5%
ProShare Advisors
35
ProShare Advisors
Maryland
$16.9M +$158K +14,480 +1%
AQR Capital Management
36
AQR Capital Management
Connecticut
$16.3M -$5.06M -463,846 -24%
PPA
37
Parametric Portfolio Associates
Washington
$15.9M -$6.33M -579,779 -29%
MAM
38
Martingale Asset Management
Massachusetts
$15.8M +$1.85M +169,641 +14%
AA
39
Ancora Advisors
Ohio
$14.8M +$117K +10,685 +0.8%
Ameriprise
40
Ameriprise
Minnesota
$14.7M +$109K +9,965 +0.8%
Macquarie Group
41
Macquarie Group
Australia
$14.7M +$13.9M +1,274,179 +5,634%
CIA
42
CCM Investment Advisers
South Carolina
$14.4M +$3.71M +340,275 +36%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$14.4M +$438K +40,159 +3%
HA
44
Heartland Advisors
Wisconsin
$14.4M -$277K -25,407 -2%
Bank of America
45
Bank of America
North Carolina
$14.3M +$8.2M +751,545 +145%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$13.6M -$1.28M -117,275 -9%
ECM
47
ExodusPoint Capital Management
New York
$13.5M -$6.8M -622,452 -34%
Man Group
48
Man Group
United Kingdom
$13.5M +$10.1M +929,467 +348%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13.2M -$1.87M -171,021 -13%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$11.8M -$776K -71,059 -6%

MDU Hedge Fund Activity: Q4 2019 in Review

381 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2019, worth a combined $4.08B — up 4.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MDU positions and 14 closed out — a net gain of 49 holders — while 128 added to existing stakes and 114 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $25.1M. The largest seller was Adage Capital Partners, cutting an estimated $43.1M.

  • 381 institutional investors held MDU Resources (MDU) as of Q4 2019, up from 341 in Q3 2019.
  • Funds reported $4.08B of MDU Resources stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 63 funds opened new MDU Resources positions in Q4 2019 and 14 closed out, a net change of +49 holders.
  • The largest MDU Resources buyer in Q4 2019 was Parnassus Investments, an estimated $25.1M added.
  • The largest MDU Resources seller in Q4 2019 was Adage Capital Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2019.