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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$2.08M +$389K +57,768 +26%
Citigroup
102
Citigroup
New York
$1.95M -$196K -29,012 -10%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$1.95M
Aviva
104
Aviva
United Kingdom
$1.95M +$13.9K +2,069 +0.8%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.89M +$295K +43,700 +21%
BKBG
106
BHF Kleinwort Benson Group
Belgium
$1.89M +$1.72M +255,220 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.88M +$31.9K +4,734 +2%
ASRS
108
Arizona State Retirement System
Arizona
$1.81M +$3.54K +526 +0.2%
SFM
109
Systematic Financial Management
New Jersey
$1.8M -$109K -16,148 -6%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$1.75M +$73.8K +10,950 +5%
FPB
111
First PREMIER Bank
South Dakota
$1.74M -$33.8K -5,015 -2%
WTB
112
Washington Trust Bank
Washington
$1.68M +$89.7K +13,313 +6%
SMM
113
Stadion Money Management
Georgia
$1.66M +$301K +44,627 +25%
FWSM
114
First Wilshire Securities Management
California
$1.65M
MSA
115
Mason Street Advisors
Wisconsin
$1.65M +$57.3K +8,502 +4%
SSWM
116
Smith Salley Wealth Management
North Carolina
$1.63M +$69K +10,236 +5%
Stifel Financial
117
Stifel Financial
Missouri
$1.6M -$47.8K -7,085 -3%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.52M +$14.2K +2,104 +1%
LMGAM
119
Liberty Mutual Group Asset Management
Massachusetts
$1.51M -$857K -127,199 -38%
AP
120
AHL Partners
United Kingdom
$1.41M +$1.28M +190,414 New
SG Americas Securities
121
SG Americas Securities
New York
$1.39M +$400K +59,396 +46%
FIB
122
First Interstate Bank
Montana
$1.37M
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$1.32M -$511K -75,859 -30%
KBC Group
124
KBC Group
Belgium
$1.31M +$1.17M +173,946 +5,033%
Canada Life
125
Canada Life
Manitoba, Canada
$1.28M +$106K +15,713 +10%

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.