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MDU Resources

336 hedge funds and large institutions have $3.29B invested in MDU Resources in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,821% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $28K

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.99B → $3.29B (+$302M)

7% more funds holding

Funds holding: 315336 (+21)

1.22% more ownership

Funds ownership: 149.03%150.25% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
42
Increased
102
Reduced
127
Closed
18
Calls
$1.66M
Puts
$28K
Net Calls
+$1.63M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
126
Kokusai Asset Management
Japan
$2.48M -$326K -28,928 -12%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$2.47M +$800K +71,007 +50%
BGIM
128
Brandywine Global Investment Management
Pennsylvania
$2.33M +$10.8K +962 +0.5%
IRF
129
IBM Retirement Fund
New York
$2.32M -$104K -9,249 -4%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$2.32M -$165K -14,609 -7%
MSA
131
Mason Street Advisors
Wisconsin
$2.29M -$8.05K -715 -0.4%
N
132
Nuveen
North Carolina
$2.26M
Aviva
133
Aviva
United Kingdom
$2.23M +$70.3K +6,243 +3%
BSA
134
Braun Stacey Associates
New York
$2.17M -$65.9K -5,851 -3%
PI
135
Placemark Investments
Illinois
$2.16M +$700K +62,110 +50%
LMGAM
136
Liberty Mutual Group Asset Management
Massachusetts
$2.12M -$512K -45,431 -20%
CB
137
Commerce Bank
Missouri
$2.12M -$58.2K -5,170 -3%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$2.08M -$159K -14,125 -7%
FAF
139
Fjarde Ap-fonden
Sweden
$2.05M
WCM
140
Winton Capital Management
United Kingdom
$2M +$737K +65,442 +61%
CNB
141
City National Bank
California
$1.99M -$148K -13,149 -7%
FIB
142
First Interstate Bank
Montana
$1.99M -$60.3K -5,352 -3%
ICOA
143
Investment Centers of America
North Dakota
$1.95M -$1.15M -102,060 -36%
SHA
144
Smith Hayes Advisers
Nebraska
$1.92M -$12.4K -1,104 -0.7%
FMT
145
First Mercantile Trust
Tennessee
$1.88M
AAM
146
Advisors Asset Management
Colorado
$1.85M +$1.46M +129,763 +442%
ClearBridge Investments
147
ClearBridge Investments
New York
$1.85M
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.71M +$307K +27,264 +23%
BBHC
149
Brown Brothers Harriman & Co
New York
$1.68M +$26.1K +2,315 +2%
MAM
150
Meeder Asset Management
Ohio
$1.67M

MDU Hedge Fund Activity: Q4 2013 in Review

336 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2013, worth a combined $3.29B — up 10% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 18 closed out — a net gain of 24 holders — while 102 added to existing stakes and 127 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $42.8M. The largest seller was State Street, cutting an estimated $35.9M.

  • 336 institutional investors held MDU Resources (MDU) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.29B of MDU Resources stock for Q4 2013, up 10% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q4 2013 and 18 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $42.8M added.
  • The largest MDU Resources seller in Q4 2013 was State Street, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2013.