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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$9.33M +$2.26M +277,866 +37%
M&T Bank
52
M&T Bank
New York
$9.07M +$937 +115 +0%
Wells Fargo
53
Wells Fargo
California
$9.03M -$3.5M -429,568 -30%
Canada Life
54
Canada Life
Manitoba, Canada
$8.64M +$6.34M +777,852 +450%
MAM
55
Martingale Asset Management
Massachusetts
$8.44M +$4.51M +553,189 +149%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$8.42M +$146K +17,883 +2%
Axa
57
Axa
France
$8.14M -$7.43M -912,570 -51%
SFM
58
Systematic Financial Management
New Jersey
$8.12M +$5.27M +646,676 +266%
WRF
59
Waddell & Reed Financial
Kansas
$7.97M +$7.12M +873,911 New
NFA
60
Nationwide Fund Advisors
Ohio
$7.95M +$198K +24,352 +3%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$7.66M +$1.04M +128,205 +18%
CS
62
Credit Suisse
Switzerland
$7.58M +$1.88M +230,830 +38%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$7.45M +$292K +35,811 +5%
Swiss National Bank
64
Swiss National Bank
Switzerland
$7.39M
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$7.2M +$1.42M +174,440 +28%
NMIMC
66
Northwestern Mutual Investment Management Company
Wisconsin
$7.04M -$5.12M -628,784 -45%
MHI
67
Miller Howard Investments
New York
$6.88M -$4.35M -534,051 -41%
First Manhattan
68
First Manhattan
New York
$6.71M +$255K +31,296 +4%
MCM
69
Matarin Capital Management
New York
$6.49M +$142K +17,486 +3%
FAM
70
Fenimore Asset Management
New York
$6.35M -$37.9K -4,657 -0.7%
SLG
71
Stanley-Laman Group
Pennsylvania
$6.33M +$13.5K +1,654 +0.2%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.33M +$132K +16,189 +2%
JP Morgan Chase
73
JP Morgan Chase
New York
$6.31M -$376K -46,121 -6%
QI
74
QS Investors
New York
$6.25M +$5.58M +684,822 +382,582%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$6.05M +$3.14K +386 +0.1%

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.