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MDU Resources

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 170.34%169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$2.72M +$1.6M +152,931 +141%
N
102
Nuveen
North Carolina
$2.72M -$451K -43,193 -14%
ERSOT
103
Employees Retirement System of Texas
Texas
$2.71M
UBS Group
104
UBS Group
Switzerland
$2.69M +$469K +44,855 +21%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$2.67M -$10.1K -965 -0.4%
Barclays
106
Barclays
United Kingdom
$2.55M +$2.03M +194,409 +384%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.53M -$40.1K -3,839 -2%
MSA
108
Mason Street Advisors
Wisconsin
$2.52M +$30.6K +2,925 +1%
AAM
109
Advisors Asset Management
Colorado
$2.5M -$364K -34,880 -13%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$2.48M +$25.8K +2,472 +1%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$2.45M -$102K -9,726 -4%
RJA
112
Raymond James & Associates
Florida
$2.43M +$18.3K +1,749 +0.8%
LMGAM
113
Liberty Mutual Group Asset Management
Massachusetts
$2.42M -$16K -1,533 -0.7%
WTB
114
Washington Trust Bank
Washington
$2.32M
JG
115
Jefferies Group
New York
$2.29M +$1.31M +125,719 +133%
ASRS
116
Arizona State Retirement System
Arizona
$2.22M +$159K +15,254 +8%
BC
117
Burney Company
Virginia
$2.18M +$1.88M +179,537 +598%
SOMRS
118
State of Michigan Retirement System
Michigan
$2.17M +$19.2K +1,841 +0.9%
Stifel Financial
119
Stifel Financial
Missouri
$2.16M +$131K +12,531 +6%
FPB
120
First PREMIER Bank
South Dakota
$2.14M -$40.4K -3,871 -2%
AIP
121
Ameritas Investment Partners
Nebraska
$2.11M -$35.2K -3,372 -2%
MAM
122
Meeder Asset Management
Ohio
$1.94M +$1.28M +122,045 +189%
BCM
123
BlueCrest Capital Management
Jersey
$1.94M +$1.95M +186,212 New
FIB
124
First Interstate Bank
Montana
$1.89M +$38.4K +3,671 +2%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$1.87M +$37.9K +3,630 +2%

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.