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MDU Resources

336 hedge funds and large institutions have $3.29B invested in MDU Resources in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,821% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $28K

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.99B → $3.29B (+$302M)

7% more funds holding

Funds holding: 315336 (+21)

1.22% more ownership

Funds ownership: 149.03%150.25% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
42
Increased
102
Reduced
127
Closed
18
Calls
$1.66M
Puts
$28K
Net Calls
+$1.63M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$10.5M -$140K -12,447 -1%
QBFM
52
QS Batterymarch Financial Management
New York
$10.5M +$145K +12,887 +1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$10.4M -$1.57M -139,770 -13%
CS
54
Credit Suisse
Switzerland
$10.4M -$350K -31,043 -3%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M -$8.89K -789 -0.1%
JP Morgan Chase
56
JP Morgan Chase
New York
$9.66M -$23.3M -2,072,800 -71%
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.63M -$181K -16,042 -2%
RFC
58
Russell Frank Company
Washington
$8.71M -$2.65M -234,954 -25%
Charles Schwab
59
Charles Schwab
California
$8.63M +$498K +44,182 +6%
PPA
60
Parametric Portfolio Associates
Washington
$8.45M +$529K +46,946 +7%
Prudential Financial
61
Prudential Financial
New Jersey
$8.03M +$4.04M +358,716 +108%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$7.98M -$636K -56,450 -8%
LC
63
Lakeshore Capital
Alabama
$7.75M -$409K -36,321 -5%
MAA
64
Managed Account Advisors
New Jersey
$7.58M +$1.71M +151,384 +30%
MTB
65
Mizuho Trust & Banking
Japan
$7.36M -$16.3K -1,451 -0.2%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$7.07M
BlackRock
67
BlackRock
New York
$6.66M -$309K -27,414 -5%
BJ
68
BlackRock Japan
Japan
$6.46M -$408K -36,227 -6%
Invesco
69
Invesco
Georgia
$6.29M -$457K -40,597 -7%
U
70
UBS
Switzerland
$6.19M +$782K +69,418 +15%
Bank of America
71
Bank of America
North Carolina
$6.17M -$152K -13,515 -2%
TPSF
72
Texas Permanent School Fund
Texas
$6.07M -$37.6K -3,340 -0.6%
Swiss National Bank
73
Swiss National Bank
Switzerland
$5.81M -$116K -10,257 -2%
Two Sigma Investments
74
Two Sigma Investments
New York
$5.8M +$4.02M +356,851 +250%
ERSOT
75
Employees Retirement System of Texas
Texas
$5.53M +$296K +26,299 +6%

MDU Hedge Fund Activity: Q4 2013 in Review

336 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2013, worth a combined $3.29B — up 10% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 18 closed out — a net gain of 24 holders — while 102 added to existing stakes and 127 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $42.8M. The largest seller was State Street, cutting an estimated $35.9M.

  • 336 institutional investors held MDU Resources (MDU) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.29B of MDU Resources stock for Q4 2013, up 10% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q4 2013 and 18 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $42.8M added.
  • The largest MDU Resources seller in Q4 2013 was State Street, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2013.