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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$11.4M -$3.13M -321,893 -22%
UCFA
52
United Capital Financial Advisors
Texas
$10.9M -$7.07K -726 -0.1%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$10.4M +$1.64M +168,179 +19%
JGUA
54
John G. Ullman & Associates
New York
$10.2M +$55.3K +5,681 +0.5%
Deutsche Bank
55
Deutsche Bank
Germany
$10M -$3.7M -380,042 -27%
AIG
56
American International Group
New York
$9.98M -$105K -10,780 -1%
HAI
57
Hennessy Advisors Inc
California
$9.56M -$768K -78,896 -7%
Swiss National Bank
58
Swiss National Bank
Switzerland
$9.44M +$676K +69,429 +8%
M&T Bank
59
M&T Bank
New York
$9.37M
BC
60
Blackstart Capital
New York
$9.03M +$8.97M +920,812 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$8.71M +$486K +49,879 +6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$8.69M -$17.9K -1,841 -0.2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$8.66M +$770K +79,052 +10%
AllianceBernstein
64
AllianceBernstein
Tennessee
$8.65M +$3.07K +315 +0%
First Manhattan
65
First Manhattan
New York
$8.39M +$37.1K +3,813 +0.4%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.33M +$79K +8,107 +1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$8.06M +$144K +14,772 +2%
UBS AM
68
UBS AM
Illinois
$7.62M +$202K +20,710 +3%
JP Morgan Chase
69
JP Morgan Chase
New York
$7.12M -$1.08M -111,378 -13%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$7.04M -$1.43M -146,364 -17%
Bank of America
71
Bank of America
North Carolina
$6.75M +$853K +87,560 +15%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$6.65M +$60.9K +6,254 +0.9%
KTA
73
Keeley-Teton Advisors
Illinois
$6.53M -$181K -18,622 -3%
FAM
74
Fenimore Asset Management
New York
$6.5M -$12.8K -1,315 -0.2%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$6.45M -$3.51M -360,381 -35%

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.