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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$22.9M -$755K -90,799 -3%
JP Morgan Chase
27
JP Morgan Chase
New York
$22M -$2.79M -335,844 -11%
Man Group
28
Man Group
United Kingdom
$21.4M -$6.71M -807,440 -24%
Renaissance Technologies
29
Renaissance Technologies
New York
$21.2M -$16.9M -2,030,271 -45%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$19.9M +$14.4M +1,736,576 +276%
PPA
31
Parametric Portfolio Associates
Washington
$18.2M +$3.6M +433,392 +25%
Invesco
32
Invesco
Georgia
$17.2M -$39.1M -4,703,425 -70%
MAM
33
Martingale Asset Management
Massachusetts
$15.8M -$4.08M -490,732 -21%
Goldman Sachs
34
Goldman Sachs
New York
$14.8M +$6.95M +836,077 +91%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$14.4M +$14.2M +1,709,425 New
Principal Financial Group
36
Principal Financial Group
Iowa
$13.7M +$64.1K +7,716 +0.5%
PI
37
PGGM Investments
Netherlands
$13.6M
GC
38
Guggenheim Capital
Illinois
$13.5M -$31.7K -3,814 -0.2%
ProShare Advisors
39
ProShare Advisors
Maryland
$12.5M +$1.6M +192,245 +15%
AA
40
Ancora Advisors
Ohio
$12.2M +$1.39M +166,840 +13%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$12M -$1.65M -198,514 -12%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$12M +$235K +28,332 +2%
JGUA
43
John G. Ullman & Associates
New York
$11.5M +$3.14M +377,415 +38%
CIA
44
CCM Investment Advisers
South Carolina
$11.4M +$776K +93,345 +7%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$11.2M +$4.95M +596,079 +81%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$10.9M +$15.7K +1,894 +0.1%
Ameriprise
47
Ameriprise
Minnesota
$10.8M +$549K +66,013 +5%
AL
48
AJO LP
Pennsylvania
$10.8M -$35.8M -4,302,187 -77%
Macquarie Group
49
Macquarie Group
Australia
$10.7M -$406K -48,884 -4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$10.1M -$26.2K -3,153 -0.3%

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.