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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
JP Morgan Chase
76
JP Morgan Chase
New York
$3.86M +$13.3K +1,654 +0.3%
SWM
77
Stockman Wealth Management
Montana
$3.67M +$281K +34,954 +8%
KAM
78
Keeley Asset Management
Illinois
$3.63M +$79.2K +9,862 +2%
MIM
79
Montgomery Investment Management
Maryland
$3.61M +$79.6K +9,910 +2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.61M +$891K +110,850 +30%
BJ
81
BlackRock Japan
Japan
$3.55M +$6.28K +781 +0.2%
RP
82
Riverbridge Partners
Minnesota
$3.42M -$36.2M -4,502,026 -91%
MCM
83
Moore Capital Management
New York
$3.42M +$3.7M +460,230 New
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$3.37M +$21.1K +2,630 +0.6%
TPSF
85
Texas Permanent School Fund
Texas
$3.24M -$199K -24,750 -5%
LC
86
Lakeshore Capital
Alabama
$3.12M -$186K -23,151 -5%
TA
87
Teachers Advisors
New York
$3.12M +$267K +33,181 +9%
ICOA
88
Investment Centers of America
North Dakota
$3.04M +$151K +18,748 +5%
DIA
89
Davidson Investment Advisors
Montana
$3.04M +$3.25M +404,156 +7,723%
AllianceBernstein
90
AllianceBernstein
Tennessee
$2.93M -$101K -12,606 -3%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$2.92M +$84.1K +10,467 +3%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$2.78M +$2.69M +335,361 +858%
FMT
93
First Mercantile Trust
Tennessee
$2.71M -$44.4K -5,525 -1%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$2.7M -$154K -19,135 -5%
FC
95
Fairpointe Capital
Illinois
$2.53M +$2.74M +341,096 New
MOACM
96
Mutual of America Capital Management
New York
$2.45M +$21.1K +2,627 +0.8%
SFM
97
Systematic Financial Management
New Jersey
$2.45M +$2.65M +329,672 New
MAA
98
Managed Account Advisors
New Jersey
$2.42M -$1.92M -239,167 -42%
Citigroup
99
Citigroup
New York
$2.4M +$1.17M +145,806 +82%
MAM
100
Meeder Asset Management
Ohio
$2.33M +$172K +21,384 +7%

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.