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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$27.4M +$5.75M +669,642 +26%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$25.3M +$713K +83,020 +3%
Wells Fargo
28
Wells Fargo
California
$24.1M -$2.04M -237,387 -8%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$21.7M -$10.8M -1,254,297 -33%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$21.6M +$1.34M +156,528 +7%
N
31
Nuveen
North Carolina
$21.3M -$9.93M -1,156,952 -32%
PPA
32
Parametric Portfolio Associates
Washington
$20.3M +$1.8M +209,689 +10%
JP Morgan Chase
33
JP Morgan Chase
New York
$19.8M -$2.24M -261,198 -10%
Invesco
34
Invesco
Georgia
$17.2M -$262K -30,496 -1%
AA
35
Ancora Advisors
Ohio
$15.7M +$3.37M +392,457 +27%
ProShare Advisors
36
ProShare Advisors
Maryland
$14.7M +$2.07M +241,518 +16%
Principal Financial Group
37
Principal Financial Group
Iowa
$13.4M -$456K -53,173 -3%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$13.4M +$7.06M +822,425 +110%
GC
39
Guggenheim Capital
Illinois
$13.3M -$459K -53,505 -3%
JGUA
40
John G. Ullman & Associates
New York
$13.2M +$1.51M +175,445 +13%
Morgan Stanley
41
Morgan Stanley
New York
$12.8M +$4.14M +482,092 +47%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$12.5M +$1.13M +131,926 +10%
CIA
43
CCM Investment Advisers
South Carolina
$12.1M +$524K +61,058 +4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$11.8M -$315K -36,666 -3%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$11.8M +$775K +90,305 +7%
MAM
46
Martingale Asset Management
Massachusetts
$11.5M -$4.55M -530,095 -28%
Macquarie Group
47
Macquarie Group
Australia
$11.5M +$564K +65,747 +5%
Legal & General Group
48
Legal & General Group
United Kingdom
$11.3M -$12M -1,401,003 -52%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$10.5M +$240K +27,921 +2%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$10.4M +$206K +24,040 +2%

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.