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MDU Resources
MDU

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311 → 332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51% → 168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
2
Millennium Management
Millennium Management
New York
+$16.3M
3
Goldman Sachs
Goldman Sachs
New York
+$14.3M
4
Morgan Stanley
Morgan Stanley
New York
+$13.9M
5
Invesco
Invesco
Georgia
+$10.9M

Top Sellers

1
HAI
Hennessy Advisors Inc
California
-$29M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
3
First Trust Advisors
First Trust Advisors
Illinois
-$16.3M
4
State Street
State Street
Massachusetts
-$16.1M
5
PI
PGGM Investments
Netherlands
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$4.37M +$112K +10,967 +3%
MOACM
77
Mutual of America Capital Management
New York
$4.29M +$39.5K +3,853 +0.9%
Comerica Bank
78
Comerica Bank
Texas
$4.11M +$25.7K +2,506 +0.6%
AIMCA
79
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.04M +$2.84M +277,453 +234%
WTB
80
Washington Trust Bank
Washington
$3.94M +$98.3K +9,593 +3%
Squarepoint
81
Squarepoint
New York
$3.94M -$427K -41,676 -10%
ASRS
82
Arizona State Retirement System
Arizona
$3.78M +$804K +78,507 +27%
CGM
83
Centenus Global Management
New York
$3.76M +$3.77M +368,184 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$3.56M -$111K -10,846 -3%
TPSF
85
Texas Permanent School Fund
Texas
$3.55M -$285K -27,780 -7%
WAS
86
WESPAC Advisors SoCal
California
$3.45M -$229K -22,355 -6%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$3.37M – – –
MIM
88
MetLife Investment Management
New Jersey
$3.32M +$3.33M +324,978 New
MPI
89
Mairs & Power Inc
Minnesota
$3.27M -$1.91M -186,035 -37%
AAM
90
Advisors Asset Management
Colorado
$3.24M +$254K +24,823 +9%
AllianceBernstein
91
AllianceBernstein
Tennessee
$3.13M -$35K -3,419 -1%
Federated Hermes
92
Federated Hermes
Pennsylvania
$3.09M -$651K -63,551 -17%
Aviva
93
Aviva
United Kingdom
$2.94M -$367K -35,840 -11%
RJA
94
Raymond James & Associates
Florida
$2.75M -$88.6K -8,652 -3%
GC
95
Guggenheim Capital
Illinois
$2.73M -$4.47M -436,608 -62%
EGM
96
Engineers Gate Manager
New York
$2.69M +$783K +76,435 +41%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$2.69M – – –
CCT
98
Country Club Trust
Missouri
$2.66M -$24.3K -2,375 -0.9%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$2.63M +$592K +57,807 +29%
CIP
100
Convergence Investment Partners
Florida
$2.6M +$949K +92,648 +57%
2 3
4
5 6

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.