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MDU Resources
MDU

356 hedge funds and large institutions have $3.14B invested in MDU Resources in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $970K

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

4.17% more ownership

Funds ownership: 172.63% → 176.8% (+4.2%)

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% more funds holding

Funds holding: 354 → 356 (+2)

6% less capital invested

Capital invested by funds: $3.33B → $3.14B (-$188M)

Holders
356
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
7.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
131
Reduced
114
Closed
44
Calls
$4.07M
Puts
$970K
Net Calls
+$3.1M
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$40.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$19.5M
3
BlackRock
BlackRock
New York
+$18.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$125M
2
Millennium Management
Millennium Management
New York
-$23.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$10.9M
4
SCM
SIR Capital Management
New York
-$10.6M
5
Goldman Sachs
Goldman Sachs
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Teachers Advisors
New York
$5.54M – – –
Millennium Management
77
Millennium Management
New York
$5.26M -$23.7M -2,429,961 -81%
Morgan Stanley
78
Morgan Stanley
New York
$5.21M -$4.79M -491,352 -46%
SIM
79
Sprucegrove Investment Management
Ontario, Canada
$5.02M -$5.31M -544,649 -50%
Barclays
80
Barclays
United Kingdom
$4.71M +$1.6M +164,473 +46%
MHI
81
Miller Howard Investments
New York
$4.44M +$141K +14,404 +3%
MOACM
82
Mutual of America Capital Management
New York
$4.06M +$79K +8,100 +2%
UBS Group
83
UBS Group
Switzerland
$3.94M -$975K -99,951 -19%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.87M +$67.3K +6,893 +2%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$3.82M +$4.11M +421,139 New
MIM
86
Montgomery Investment Management
Maryland
$3.79M -$368K -37,763 -8%
HA
87
Heartland Advisors
Wisconsin
$3.72M -$818K -83,828 -17%
WTB
88
Washington Trust Bank
Washington
$3.58M +$218K +22,328 +6%
Marshall Wace
89
Marshall Wace
United Kingdom
$3.5M +$3.77M +385,986 New
MSL
90
Mackay Shields LLC
New York
$3.37M +$3.63M +371,737 New
ASRS
91
Arizona State Retirement System
Arizona
$3.35M +$38.7K +3,966 +1%
Bank of America
92
Bank of America
North Carolina
$3.34M -$265K -27,177 -7%
Canada Life
93
Canada Life
Manitoba, Canada
$3.32M +$138K +14,173 +4%
Comerica Bank
94
Comerica Bank
Texas
$3.27M +$78.9K +8,085 +2%
CSS
95
Cubist Systematic Strategies
Connecticut
$3.07M +$1.55M +159,208 +89%
TPSF
96
Texas Permanent School Fund
Texas
$3.06M +$127K +12,984 +4%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$2.95M +$2.65M +271,217 +496%
WAS
98
WESPAC Advisors SoCal
California
$2.87M +$53.9K +5,523 +2%
MIM
99
MetLife Investment Management
New Jersey
$2.85M -$12.4K -1,273 -0.4%
LPL Financial
100
LPL Financial
California
$2.75M -$129K -13,181 -4%
2 3
4
5 6

MDU Hedge Fund Activity: Q4 2018 in Review

356 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2018, worth a combined $3.14B — down 5.6% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 44 closed out — a net gain of 3 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was State Street, adding an estimated $40.2M. The largest seller was Parnassus Investments, cutting an estimated $125M.

  • 356 institutional investors held MDU Resources (MDU) as of Q4 2018, up from 354 in Q3 2018.
  • Funds reported $3.14B of MDU Resources stock for Q4 2018, down 5.6% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q4 2018 and 44 closed out, a net change of +3 holders.
  • The largest MDU Resources buyer in Q4 2018 was State Street, an estimated $40.2M added.
  • The largest MDU Resources seller in Q4 2018 was Parnassus Investments, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2018.