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MDU Resources

376 hedge funds and large institutions have $4.06B invested in MDU Resources in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 133 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $3.82B → $4.06B (+$239M)

5% more funds holding

Funds holding: 358376 (+18)

4.1% more ownership

Funds ownership: 154.72%158.82% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 133

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
376
Holders Change
+18
Holders Change %
+5.03%
% of All Funds
10.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
40
Increased
130
Reduced
133
Closed
20
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$12.6M -$41.9K -3,209 -0.3%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$12.5M -$143K -10,930 -1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$12.3M +$220K +16,831 +2%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$12.2M -$47.6K -3,645 -0.4%
First Trust Advisors
55
First Trust Advisors
Illinois
$12.1M +$5.88M +450,199 +99%
NFA
56
Nationwide Fund Advisors
Ohio
$11.8M -$97.9K -7,493 -0.8%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$11.6M
Charles Schwab
58
Charles Schwab
California
$11.4M +$602K +46,112 +6%
PPA
59
Parametric Portfolio Associates
Washington
$11M +$167K +12,781 +2%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$10.7M -$22.4K -1,715 -0.2%
AAF
61
Andra AP-fonden
Sweden
$10.6M +$8.55M +654,578 +465%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.5M
Millennium Management
63
Millennium Management
New York
$9.52M -$324K -24,800 -3%
QBFM
64
QS Batterymarch Financial Management
New York
$9.25M -$2.62M -200,660 -22%
RFC
65
Russell Frank Company
Washington
$9.18M -$479K -36,658 -5%
SG Americas Securities
66
SG Americas Securities
New York
$9.11M +$7.33M +561,181 +463%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.71M -$1.05M -80,379 -11%
Two Sigma Investments
68
Two Sigma Investments
New York
$8.34M +$2.51M +191,979 +44%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$8.3M +$34.9K +2,672 +0.4%
MTB
70
Mizuho Trust & Banking
Japan
$8.2M +$37.3K +2,856 +0.5%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$8.17M -$828K -63,365 -9%
MAA
72
Managed Account Advisors
New Jersey
$8.02M -$412K -31,556 -5%
LC
73
Lakeshore Capital
Alabama
$7.89M -$18.2K -1,394 -0.2%
KCM
74
Kennedy Capital Management
Missouri
$7.56M -$7.64M -584,989 -51%
Invesco
75
Invesco
Georgia
$7.31M -$142K -10,883 -2%

MDU Hedge Fund Activity: Q2 2014 in Review

376 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2014, worth a combined $4.06B — up 6.3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MDU positions and 20 closed out — a net gain of 20 holders — while 130 added to existing stakes and 133 trimmed.

The largest buyer was Norges Bank, adding an estimated $58.7M. The largest seller was Guggenheim Capital, cutting an estimated $33.1M.

  • 376 institutional investors held MDU Resources (MDU) as of Q2 2014, up from 358 in Q1 2014.
  • Funds reported $4.06B of MDU Resources stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 40 funds opened new MDU Resources positions in Q2 2014 and 20 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q2 2014 was Norges Bank, an estimated $58.7M added.
  • The largest MDU Resources seller in Q2 2014 was Guggenheim Capital, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2014.