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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$2.6M -$693K -85,077 -23%
FC
102
Fairpointe Capital
Illinois
$2.6M -$693K -85,077 -23%
AAM
103
Advisors Asset Management
Colorado
$2.49M -$627K -76,935 -22%
ARTA
104
A.R.T. Advisors
New York
$2.43M -$737K -90,468 -25%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$2.41M +$767K +94,136 +55%
SSWM
106
Smith Salley Wealth Management
North Carolina
$2.41M +$358K +43,948 +20%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$2.4M
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M +$33.4K +4,095 +2%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$2.29M -$23.6K -2,893 -1%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$2.27M -$421K -51,633 -17%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$2.18M +$14.6K +1,797 +0.8%
SG Americas Securities
112
SG Americas Securities
New York
$2.15M +$391K +48,029 +26%
SG
113
Societe Generale
$2.15M +$1.92M +235,243 New
MSA
114
Mason Street Advisors
Wisconsin
$2.14M +$86.7K +10,641 +5%
FPB
115
First PREMIER Bank
South Dakota
$2.13M -$8.94K -1,097 -0.5%
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$2.09M +$458K +56,174 +33%
WTB
117
Washington Trust Bank
Washington
$2.07M
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
$2.04M +$158K +19,361 +10%
Stifel Financial
119
Stifel Financial
Missouri
$1.98M +$2.27K +279 +0.1%
EGM
120
Engineers Gate Manager
New York
$1.9M -$1.58M -193,844 -48%
SOMRS
121
State of Michigan Retirement System
Michigan
$1.88M +$8.57K +1,052 +0.5%
N
122
Nuveen
North Carolina
$1.88M
JIM
123
Jupiter Investment Management
United Kingdom
$1.85M +$501K +61,492 +44%
ASRS
124
Arizona State Retirement System
Arizona
$1.83M -$356K -43,656 -18%
FWSM
125
First Wilshire Securities Management
California
$1.82M -$199K -24,392 -11%

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.