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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
TA
76
Teachers Advisors
New York
$5.97M +$1.51M +185,607 +40%
Deutsche Bank
77
Deutsche Bank
Germany
$5.82M -$6.03M -740,250 -54%
ICOA
78
Investment Centers of America
North Dakota
$5.69M +$65.1K +7,992 +1%
DADC
79
D.A. Davidson & Co
Montana
$5.64M +$1.18M +145,456 +31%
GC
80
Guggenheim Capital
Illinois
$5.6M +$906K +111,268 +22%
MIM
81
Montgomery Investment Management
Maryland
$5.2M +$877K +107,602 +23%
JGUA
82
John G. Ullman & Associates
New York
$5.12M -$146K -17,883 -3%
O
83
OppenheimerFunds
New York
$5.1M -$709K -87,092 -13%
UBS AM
84
UBS AM
Illinois
$4.6M -$30K -3,682 -0.7%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$4.4M +$139K +17,002 +4%
SWM
86
Stockman Wealth Management
Montana
$4.36M -$168K -20,568 -4%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$3.91M +$3.01M +368,967 +625%
Renaissance Technologies
88
Renaissance Technologies
New York
$3.77M -$17.4M -2,140,727 -84%
CC
89
Cipher Capital
New York
$3.62M +$2.65M +325,551 +457%
TPSF
90
Texas Permanent School Fund
Texas
$3.58M -$144K -17,702 -4%
MOACM
91
Mutual of America Capital Management
New York
$3.5M +$258K +31,622 +9%
Comerica Bank
92
Comerica Bank
Texas
$3.21M +$80.9K +9,936 +3%
AllianceBernstein
93
AllianceBernstein
Tennessee
$3.14M -$31.7K -3,897 -1%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$3.03M -$191K -23,406 -7%
ProShare Advisors
95
ProShare Advisors
Maryland
$3M +$1.43M +175,531 +115%
Citigroup
96
Citigroup
New York
$2.96M +$491K +60,316 +23%
Aviva
97
Aviva
United Kingdom
$2.83M +$386K +47,341 +18%
KGI
98
KBI Global Investors
Ireland
$2.75M +$2.45M +300,835 New
Federated Hermes
99
Federated Hermes
Pennsylvania
$2.69M +$117K +14,388 +5%
CCT
100
Country Club Trust
Missouri
$2.63M

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.