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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$6.3M +$115K +12,650 +2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$6.29M +$2.03M +222,220 +52%
O
78
OppenheimerFunds
New York
$5.48M +$71K +7,779 +1%
MIM
79
Montgomery Investment Management
Maryland
$5.46M -$40.9K -4,484 -0.8%
MHI
80
Miller Howard Investments
New York
$5.37M -$1.81M -198,724 -26%
JGUA
81
John G. Ullman & Associates
New York
$5.33M -$88.8K -9,731 -2%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$5.09M +$4.8M +525,977 New
DADC
83
D.A. Davidson & Co
Montana
$4.99M -$939K -102,825 -17%
UBS AM
84
UBS AM
Illinois
$4.96M +$79.2K +8,679 +2%
ProShare Advisors
85
ProShare Advisors
Maryland
$4.89M +$1.62M +177,005 +54%
GC
86
Guggenheim Capital
Illinois
$4.74M -$1.13M -123,474 -20%
SWM
87
Stockman Wealth Management
Montana
$4.73M +$109K +11,905 +2%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$4.66M -$6.6K -723 -0.1%
PP
89
Paloma Partners
Connecticut
$4.41M +$4.16M +456,175 New
Citigroup
90
Citigroup
New York
$4.28M +$1.08M +118,069 +36%
CC
91
Cipher Capital
New York
$3.9M +$61.8K +6,764 +2%
TPSF
92
Texas Permanent School Fund
Texas
$3.79M -$13.3K -1,454 -0.4%
MOACM
93
Mutual of America Capital Management
New York
$3.77M +$56.5K +6,188 +2%
WRF
94
Waddell & Reed Financial
Kansas
$3.56M -$4.62M -506,253 -58%
Comerica Bank
95
Comerica Bank
Texas
$3.49M +$32.6K +3,574 +1%
JP Morgan Chase
96
JP Morgan Chase
New York
$3.43M -$3.08M -337,256 -49%
AllianceBernstein
97
AllianceBernstein
Tennessee
$3.27M -$58.3K -6,391 -2%
Credit Agricole
98
Credit Agricole
France
$3.16M +$2.98M +326,729 New
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$3.16M -$55.2K -6,049 -2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$3.15M +$286K +31,325 +11%

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.