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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CGM
76
Centenus Global Management
New York
$6.06M +$6.02M +618,023 New
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$6.03M -$268K -27,480 -4%
Morgan Stanley
78
Morgan Stanley
New York
$5.29M +$156K +15,974 +3%
WAS
79
WESPAC Advisors SoCal
California
$4.91M +$293K +30,073 +6%
MHI
80
Miller Howard Investments
New York
$4.87M -$24.7K -2,538 -0.5%
MOACM
81
Mutual of America Capital Management
New York
$4.49M +$35.1K +3,603 +0.8%
RJA
82
Raymond James & Associates
Florida
$4.38M +$2.31M +237,128 +113%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$4.25M -$383K -39,319 -8%
Nordea Investment Management
84
Nordea Investment Management
Sweden
$4.09M -$121K -12,452 -3%
WTB
85
Washington Trust Bank
Washington
$4M
CS
86
Credit Suisse
Switzerland
$3.97M -$1M -103,133 -20%
GHCM
87
Glen Harbor Capital Management
California
$3.94M +$1.66M +170,427 +74%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.81M -$279K -28,673 -7%
Canada Life
89
Canada Life
Manitoba, Canada
$3.76M -$54.2K -5,567 -1%
ASRS
90
Arizona State Retirement System
Arizona
$3.71M +$75.8K +7,779 +2%
TPSF
91
Texas Permanent School Fund
Texas
$3.47M +$33.1K +3,395 +1%
Barclays
92
Barclays
United Kingdom
$3.35M -$2.04M -209,823 -38%
American Century Companies
93
American Century Companies
Missouri
$3.27M +$833K +85,553 +34%
MCIM
94
Meadow Creek Investment Management
Georgia
$3.24M +$1.37M +140,352 +74%
MIM
95
Montgomery Investment Management
Maryland
$3.11M -$348K -35,714 -10%
VFM
96
Viking Fund Management
North Dakota
$3.1M +$3.07M +315,586 New
Comerica Bank
97
Comerica Bank
Texas
$3.03M -$295K -30,325 -9%
MIM
98
MetLife Investment Management
New Jersey
$3.03M -$55.7K -5,720 -2%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.03M +$3M +308,430 New
CC
100
Cipher Capital
New York
$2.94M +$284K +29,197 +11%

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.