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MDU Resources

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51%168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.68M +$975K +95,175 +13%
AQR Capital Management
52
AQR Capital Management
Connecticut
$8.53M +$3.67M +358,698 +75%
Swiss National Bank
53
Swiss National Bank
Switzerland
$8.49M +$175K +17,094 +2%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$8.09M
Assenagon Asset Management
55
Assenagon Asset Management
Luxembourg
$7.65M +$7.66M +748,042 New
JGUA
56
John G. Ullman & Associates
New York
$7.46M +$633K +61,760 +9%
KTA
57
Keeley-Teton Advisors
Illinois
$7.2M -$3.32M -324,273 -32%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$6.94M +$1.46M +142,777 +27%
FAM
59
Fenimore Asset Management
New York
$6.9M -$13.5K -1,315 -0.2%
CS
60
Credit Suisse
Switzerland
$6.81M +$358K +34,973 +6%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$6.79M +$14.6K +1,426 +0.2%
HA
62
Heartland Advisors
Wisconsin
$6.5M -$919K -89,721 -12%
TA
63
Teachers Advisors
New York
$6.11M +$40.6K +3,966 +0.7%
NI
64
Numeric Investors
Massachusetts
$6.03M -$6.29M -614,078 -51%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$5.94M +$375K +36,556 +7%
Bank of America
66
Bank of America
North Carolina
$5.7M -$3.51M -342,750 -38%
LPL Financial
67
LPL Financial
California
$5.64M +$3.61M +352,208 +177%
UBS AM
68
UBS AM
Illinois
$5.62M +$84.3K +8,232 +2%
MHI
69
Miller Howard Investments
New York
$5.45M -$230K -22,425 -4%
UBS Group
70
UBS Group
Switzerland
$5.18M +$2.47M +241,357 +91%
MIM
71
Montgomery Investment Management
Maryland
$5.01M -$133K -12,945 -3%
SLG
72
Stanley-Laman Group
Pennsylvania
$4.96M -$147K -14,388 -3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$4.86M -$611K -59,625 -11%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$4.84M +$2.42M +236,689 +100%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.42M +$3.15K +307 +0.1%

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.