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MDU Resources

310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4.55% more ownership

Funds ownership: 158.99%163.54% (+4.6%)

0% more funds holding

Funds holding: 309310 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

6% less capital invested

Capital invested by funds: $2.51B → $2.36B (-$147M)

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
117
Reduced
97
Closed
27
Calls
$1.24M
Puts
$1.25M
Net Calls
-$18K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$7.44M -$57.4K -7,141 -0.7%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$7.13M +$271K +33,739 +4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$6.95M -$139K -17,239 -2%
NFA
54
Nationwide Fund Advisors
Ohio
$6.56M -$163K -20,292 -2%
RFC
55
Russell Frank Company
Washington
$6.56M +$1.09M +135,163 +18%
Goldman Sachs
56
Goldman Sachs
New York
$6.54M -$439K -54,607 -6%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$6.46M -$4.23K -526 -0.1%
UBS Group
58
UBS Group
Switzerland
$6.26M +$3.1M +386,015 +84%
JGUA
59
John G. Ullman & Associates
New York
$6.09M +$1.23M +152,507 +23%
Swiss National Bank
60
Swiss National Bank
Switzerland
$5.85M +$410K +51,020 +7%
HA
61
Heartland Advisors
Wisconsin
$5.79M +$6.26M +779,140 New
Citadel Advisors
62
Citadel Advisors
Florida
$5.5M +$1.79M +222,152 +43%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$5.46M
Bank of America
64
Bank of America
North Carolina
$5.37M -$1.46M -181,101 -20%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$5.33M +$149K +18,496 +3%
Comerica Bank
66
Comerica Bank
Texas
$5.33M +$2.88M +358,839 +100%
CIM
67
Confluence Investment Management
Missouri
$5.09M +$377K +46,872 +7%
AAM
68
Advisors Asset Management
Colorado
$5.06M -$97K -12,074 -2%
MTB
69
Mizuho Trust & Banking
Japan
$4.98M
FWC
70
First Washington Corp
Washington
$4.97M -$322K -40,105 -6%
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$4.95M -$204K -25,431 -4%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$4.83M +$10.1K +1,254 +0.2%
BA
73
BlackRock Advisors
Delaware
$4.57M -$10.2M -1,267,699 -67%
ARTA
74
A.R.T. Advisors
New York
$4.16M +$911K +113,401 +25%
APG Asset Management
75
APG Asset Management
Netherlands
$4.08M -$204K -25,381 -4%

MDU Hedge Fund Activity: Q2 2015 in Review

310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
  • Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
  • The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2015.