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MDU Resources

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08%149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$1.41M -$180K -17,123 -11%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$1.36M +$18.8K +1,781 +1%
QI
153
QS Investors
New York
$1.35M -$3.91M -371,245 -75%
PI
154
Placemark Investments
Illinois
$1.31M +$304K +28,850 +30%
RIG
155
Roosevelt Investment Group
New York
$1.3M
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.28M +$294K +27,909 +30%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$1.26M -$204K -19,330 -14%
SCA
158
SAC Capital Advisors
Connecticut
$1.25M +$1.24M +117,653 New
WCM
159
Winton Capital Management
United Kingdom
$1.13M +$612K +58,062 +120%
GMIM
160
General Motors Investment Management
New York
$1.12M +$438K +41,518 +65%
WG
161
Winchester Group
New York
$1.1M -$83.2K -7,890 -7%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$1.05M +$69.3K +6,575 +7%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$1.04M -$79.7K -7,566 -7%
CAM
164
Capstone Asset Management
Texas
$1.02M +$18.6K +1,762 +2%
BSW
165
Buckingham Strategic Wealth
Missouri
$1.02M +$1.01M +95,751 New
GF
166
Gabelli Funds
New York
$979K
William Blair & Company
167
William Blair & Company
Illinois
$959K -$9.7K -920 -1%
URS
168
Utah Retirement Systems
Utah
$938K -$8.32K -789 -0.9%
SAM
169
Shell Asset Management
Netherlands
$935K
Axa
170
Axa
France
$929K +$4.54K +431 +0.5%
NI
171
Numeric Investors
Massachusetts
$920K +$912K +86,523 New
PA
172
Profund Advisors
Maryland
$887K +$301K +28,521 +52%
MERSOM
173
Municipal Employees' Retirement System of Michigan
Michigan
$870K +$862K +81,789 New
Credit Agricole
174
Credit Agricole
France
$857K +$850K +80,648 New
AIP
175
Ameritas Investment Partners
Nebraska
$837K +$830K +78,712 New

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.