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MDU Resources

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 170.34%169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$5.73M +$379K +36,292 +7%
MIM
77
Montgomery Investment Management
Maryland
$5.71M -$45.5K -4,358 -0.8%
AP
78
AHL Partners
United Kingdom
$5.7M +$5.01M +479,060 +700%
GC
79
Guggenheim Capital
Illinois
$5.51M -$1.35M -129,185 -20%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$5.24M +$5M +478,345 +1,865%
JGUA
81
John G. Ullman & Associates
New York
$5.14M -$74.2K -7,100 -1%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$4.98M -$12.9K -1,231 -0.3%
Axa
83
Axa
France
$4.64M -$2.67M -255,624 -36%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4.63M +$184K +17,626 +4%
UBS AM
85
UBS AM
Illinois
$4.39M +$232K +22,194 +6%
MOACM
86
Mutual of America Capital Management
New York
$4.27M +$136K +13,026 +3%
Comerica Bank
87
Comerica Bank
Texas
$4.17M +$177K +16,950 +4%
TPSF
88
Texas Permanent School Fund
Texas
$3.87M -$28.7K -2,743 -0.7%
WAS
89
WESPAC Advisors SoCal
California
$3.8M +$3.81M +364,897 New
CCMH
90
Cornerstone Capital Management Holdings
New York
$3.49M -$2.49M -238,778 -42%
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$3.37M +$3.38M +323,344 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$3.36M -$135K -12,965 -4%
Aviva
93
Aviva
United Kingdom
$3.29M -$206K -19,758 -6%
SSWM
94
Smith Salley Wealth Management
North Carolina
$3.27M +$5.3K +507 +0.2%
Federated Hermes
95
Federated Hermes
Pennsylvania
$3.24M +$424K +40,574 +15%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$3.19M -$2.92M -279,820 -48%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1M +$45.7K +4,376 +1%
CCT
98
Country Club Trust
Missouri
$3M
Neuberger Berman Group
99
Neuberger Berman Group
New York
$2.85M +$192K +18,359 +7%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$2.74M

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.