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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$5.76M -$2.79M -335,157 -33%
Lazard Asset Management
77
Lazard Asset Management
New York
$5.7M -$7.28M -875,568 -56%
Allianz Asset Management
78
Allianz Asset Management
Germany
$5.17M -$1.42M -170,493 -22%
RJA
79
Raymond James & Associates
Florida
$5.09M +$147K +17,686 +3%
UBS Group
80
UBS Group
Switzerland
$5.08M +$1.1M +132,005 +28%
Victory Capital Management
81
Victory Capital Management
Texas
$4.98M -$15M -1,801,337 -75%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$4.93M +$4M +481,771 +468%
Citadel Advisors
83
Citadel Advisors
Florida
$4.89M -$23.8M -2,865,394 -83%
Two Sigma Investments
84
Two Sigma Investments
New York
$4.85M -$6.18M -743,571 -56%
CS
85
Credit Suisse
Switzerland
$4.54M -$2.91M -349,788 -39%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$4.48M -$524K -63,069 -11%
KTA
87
Keeley-Teton Advisors
Illinois
$4.43M -$450K -54,175 -9%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$4.16M +$4.1M +493,569 New
MOACM
89
Mutual of America Capital Management
New York
$4.12M -$19.3K -2,328 -0.5%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$4.06M +$4M +481,716 New
MSL
91
Mackay Shields LLC
New York
$3.62M -$1.15M -138,973 -24%
AAMU
92
Amundi Asset Management US
Massachusetts
$3.55M +$1.69M +203,450 +93%
TPSF
93
Texas Permanent School Fund
Texas
$3.51M -$269K -32,334 -7%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$3.45M -$279K -33,595 -7%
Squarepoint
95
Squarepoint
New York
$3.44M -$449K -54,070 -12%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M -$71.2K -8,566 -2%
WTB
97
Washington Trust Bank
Washington
$3.29M
Barclays
98
Barclays
United Kingdom
$3.24M -$1.45M -174,438 -31%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$3.07M -$601K -72,290 -17%
DZ Bank
100
DZ Bank
Germany
$3M +$2.96M +355,726 New

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.