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MDU Resources

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08%149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
76
John G. Ullman & Associates
New York
$5.16M -$139K -13,149 -3%
MWR
77
McAdams Wright Ragen
Washington
$4.95M -$382K -36,292 -7%
U
78
UBS
Switzerland
$4.93M -$493K -46,743 -9%
MIM
79
Montgomery Investment Management
Maryland
$4.91M -$147K -13,938 -3%
ASRS
80
Arizona State Retirement System
Arizona
$4.87M +$11.1K +1,052 +0.2%
Millennium Management
81
Millennium Management
New York
$4.82M +$4.78M +453,334 New
ERSOT
82
Employees Retirement System of Texas
Texas
$4.78M
First Trust Advisors
83
First Trust Advisors
Illinois
$4.72M -$498K -47,222 -10%
FWSM
84
First Wilshire Securities Management
California
$4.62M +$135K +12,820 +3%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$4.51M +$1.62M +154,085 +57%
AAF
86
Andra AP-fonden
Sweden
$4.41M -$2.2M -208,813 -33%
AQR Capital Management
87
AQR Capital Management
Connecticut
$4.33M -$169K -16,042 -4%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$4.31M +$57.8K +5,480 +1%
Comerica Bank
89
Comerica Bank
Texas
$4.28M +$144K +13,684 +4%
APG Asset Management
90
APG Asset Management
Netherlands
$4.17M -$746K -70,807 -15%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$4.1M -$3.94M -373,969 -49%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.05M +$1.15M +108,743 +40%
GI
93
GLG Inc
New York
$4.04M -$33.2K -3,154 -0.8%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$3.88M -$299K -28,324 -7%
Barclays
95
Barclays
United Kingdom
$3.82M +$869K +82,479 +28%
M
96
MOTCO
Texas
$3.68M +$43.7K +4,150 +1%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$3.66M +$3.63M +343,989 New
Prudential Financial
98
Prudential Financial
New Jersey
$3.54M +$51.5K +4,884 +1%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$3.53M +$83.2K +7,890 +2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$3.46M -$4.32K -410 -0.1%

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.