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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$3.12M +$2.94M +322,324 New
Aviva
102
Aviva
United Kingdom
$3.07M +$63.1K +6,914 +2%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$2.96M +$2.1M +229,528 +301%
SSWM
104
Smith Salley Wealth Management
North Carolina
$2.9M +$334K +36,576 +14%
CCT
105
Country Club Trust
Missouri
$2.79M
ACN
106
Advisor Consultant Network
Ohio
$2.79M +$2.63M +287,972 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$2.79M +$1.95M +213,796 +289%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$2.78M +$334K +36,556 +15%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74M +$213K +23,282 +9%
BCM
110
BlueCrest Capital Management
Jersey
$2.69M +$2.54M +278,231 New
CAL
111
Capital Analysts LLC
Pennsylvania
$2.56M +$2.42M +265,134 New
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.54M
Asset Management One
113
Asset Management One
Japan
$2.46M +$553K +60,582 +31%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2.39M -$18.1K -1,988 -0.8%
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$2.35M -$391K -42,867 -15%
FC
116
Fairpointe Capital
Illinois
$2.35M -$391K -42,867 -15%
MSA
117
Mason Street Advisors
Wisconsin
$2.3M +$31.2K +3,419 +1%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$2.23M +$29.8K +3,261 +1%
VIA
119
Vident Investment Advisory
Georgia
$2.21M +$2.08M +227,906 New
WTB
120
Washington Trust Bank
Washington
$2.19M +$648 +71 +0%
LMGAM
121
Liberty Mutual Group Asset Management
Massachusetts
$2.18M +$20.4K +2,238 +1%
Stifel Financial
122
Stifel Financial
Missouri
$2.18M +$45K +4,934 +2%
Two Sigma Advisers
123
Two Sigma Advisers
New York
$2.18M +$783K +85,734 +62%
FIM
124
Frontier Investment Management
Texas
$2.16M
FPB
125
First PREMIER Bank
South Dakota
$2.13M -$129K -14,175 -6%

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.