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MDU Resources

358 hedge funds and large institutions have $3.82B invested in MDU Resources in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $3.29B → $3.82B (+$533M)

7% more funds holding

Funds holding: 336358 (+22)

4.46% more ownership

Funds ownership: 150.25%154.72% (+4.5%)

20% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 133

Holders
358
Holders Change
+22
Holders Change %
+6.55%
% of All Funds
10.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
46
Increased
107
Reduced
133
Closed
22
Calls
$941K
Puts
Net Calls
+$941K
Net Calls Change
-$689K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$12M -$9.86K -794 -0.1%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$11.8M +$52.3K +4,208 +0.5%
QBFM
53
QS Batterymarch Financial Management
New York
$11.7M -$108K -8,679 -1%
NFA
54
Nationwide Fund Advisors
Ohio
$11.6M -$134K -10,780 -1%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M
RFC
56
Russell Frank Company
Washington
$10.6M +$727K +58,560 +8%
PPA
57
Parametric Portfolio Associates
Washington
$10.6M +$1.01M +81,145 +11%
Charles Schwab
58
Charles Schwab
California
$10.5M +$794K +63,936 +9%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$10.5M -$1.3M -104,698 -12%
CS
60
Credit Suisse
Switzerland
$10.5M -$1.15M -92,722 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
61
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.3M -$496K -39,974 -5%
Millennium Management
62
Millennium Management
New York
$9.63M -$8.71M -701,506 -49%
Prudential Financial
63
Prudential Financial
New Jersey
$8.83M -$180K -14,465 -2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$8.81M -$145K -11,677 -2%
MAA
65
Managed Account Advisors
New Jersey
$8.25M -$244K -19,651 -3%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$8.08M +$128K +10,293 +2%
MTB
67
Mizuho Trust & Banking
Japan
$7.97M -$273K -21,973 -3%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$7.96M +$7.57M +610,002 New
LC
69
Lakeshore Capital
Alabama
$7.74M -$928K -74,700 -11%
U
70
UBS
Switzerland
$7.41M +$440K +35,451 +7%
Invesco
71
Invesco
Georgia
$7.29M +$217K +17,457 +3%
BlackRock
72
BlackRock
New York
$6.97M -$485K -39,073 -7%
BJ
73
BlackRock Japan
Japan
$6.93M -$300K -24,182 -4%
TPSF
74
Texas Permanent School Fund
Texas
$6.56M -$246K -19,816 -4%
Bank of America
75
Bank of America
North Carolina
$6.06M -$831K -66,962 -13%

MDU Hedge Fund Activity: Q1 2014 in Review

358 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2014, worth a combined $3.82B — up 16% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MDU positions and 22 closed out — a net gain of 24 holders — while 107 added to existing stakes and 133 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $40.6M. The largest seller was Sprucegrove Investment Management, cutting an estimated $23.5M.

  • 358 institutional investors held MDU Resources (MDU) as of Q1 2014, up from 336 in Q4 2013.
  • Funds reported $3.82B of MDU Resources stock for Q1 2014, up 16% quarter-over-quarter.
  • 46 funds opened new MDU Resources positions in Q1 2014 and 22 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q1 2014 was T. Rowe Price Associates, an estimated $40.6M added.
  • The largest MDU Resources seller in Q1 2014 was Sprucegrove Investment Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2014.