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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2.63M -$1.21M -141,385 -32%
MIM
102
MetLife Investment Management
New Jersey
$2.58M -$96.5K -11,240 -4%
Victory Capital Management
103
Victory Capital Management
Texas
$2.49M -$2.57M -299,571 -51%
EVM
104
Eaton Vance Management
Massachusetts
$2.49M -$10.8K -1,257 -0.4%
MSA
105
Mason Street Advisors
Wisconsin
$2.42M -$57.8K -6,740 -2%
Citigroup
106
Citigroup
New York
$2.33M +$607K +70,720 +35%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$2.24M +$1.18M +137,301 +110%
LPL Financial
108
LPL Financial
California
$2.24M +$136K +15,819 +6%
SCM
109
Shelton Capital Management
Colorado
$2.17M +$1.92M +223,540 +728%
ZIM
110
Zacks Investment Management
Illinois
$2.15M +$302K +35,136 +16%
GCP
111
GSA Capital Partners
United Kingdom
$2.13M +$2.13M +248,537 New
Barclays
112
Barclays
United Kingdom
$2.12M -$1.17M -136,007 -35%
AIP
113
Ameritas Investment Partners
Nebraska
$2.11M -$6.51K -758 -0.3%
CCT
114
Country Club Trust
Missouri
$2.07M
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$2M -$566K -65,926 -22%
VRS
116
Virginia Retirement Systems
Virginia
$2M -$248K -28,929 -11%
Sumitomo Mitsui Trust Group
117
Sumitomo Mitsui Trust Group
Japan
$1.97M -$232K -27,003 -11%
LWM
118
Loveless Wealth Management
Montana
$1.93M +$28.1K +3,269 +1%
IA
119
Icon Advisers
Colorado
$1.91M
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.89M +$14.1K +1,644 +0.8%
Schroder Investment Management Group
121
Schroder Investment Management Group
United Kingdom
$1.89M -$2.26M -263,841 -55%
MAM
122
Meeder Asset Management
Ohio
$1.89M +$7.36K +857 +0.4%
CAM
123
ClariVest Asset Management
California
$1.88M -$432K -50,317 -19%
Allianz Asset Management
124
Allianz Asset Management
Germany
$1.85M -$3.41M -397,084 -65%
TI
125
Trexquant Investment
Connecticut
$1.85M +$625K +72,803 +51%

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.