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MDU Resources

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08%149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$9.74M +$170K +16,090 +2%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$9.67M -$231K -21,920 -2%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$9.62M +$256K +24,311 +3%
Deutsche Bank
54
Deutsche Bank
Germany
$9.57M -$4.2M -398,170 -31%
QBFM
55
QS Batterymarch Financial Management
New York
$9.46M +$9.37M +889,164 New
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$9.27M
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.99M -$352K -33,400 -4%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$7.91M -$29.7K -2,819 -0.4%
Charles Schwab
59
Charles Schwab
California
$7.54M +$603K +57,239 +9%
LC
60
Lakeshore Capital
Alabama
$7.49M -$21.7K -2,059 -0.3%
PPA
61
Parametric Portfolio Associates
Washington
$7.24M +$211K +19,974 +3%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$6.48M +$37K +3,514 +0.6%
BlackRock
63
BlackRock
New York
$6.39M +$769K +72,990 +14%
BJ
64
BlackRock Japan
Japan
$6.29M -$197K -18,661 -3%
Renaissance Technologies
65
Renaissance Technologies
New York
$6.29M -$3.64M -345,041 -37%
MTB
66
Mizuho Trust & Banking
Japan
$6.25M
Invesco
67
Invesco
Georgia
$6.19M -$435K -41,237 -7%
SCM
68
SIR Capital Management
New York
$6.18M +$3.67M +348,460 +150%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$5.87M +$5.82M +552,276 New
Bank of America
70
Bank of America
North Carolina
$5.8M +$291K +27,564 +5%
TPSF
71
Texas Permanent School Fund
Texas
$5.59M -$327K -31,004 -6%
Swiss National Bank
72
Swiss National Bank
Switzerland
$5.43M +$91.5K +8,679 +2%
MAA
73
Managed Account Advisors
New Jersey
$5.33M +$380K +36,085 +8%
AllianceBernstein
74
AllianceBernstein
Tennessee
$5.3M +$875K +82,981 +20%
ARC
75
Absolute Return Capital
Massachusetts
$5.2M +$5.16M +489,172 New

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.