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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
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$1.64M -$230K -20,384 -13%
BCM
152
Becker Capital Management
Oregon
$1.61M -$92.8K -8,239 -6%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$1.59M +$1.54M +137,046 New
MERSOM
154
Municipal Employees' Retirement System of Michigan
Michigan
$1.58M +$610K +54,176 +66%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.58M +$1.53M +135,702 New
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M -$62.2K -5,523 -4%
DADC
157
D.A. Davidson & Co
Montana
$1.52M -$22.9K -2,031 -2%
RIG
158
Roosevelt Investment Group
New York
$1.42M
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$1.41M -$5.9K -524 -0.4%
SG Americas Securities
160
SG Americas Securities
New York
$1.38M -$1.1M -97,676 -45%
Credit Agricole
161
Credit Agricole
France
$1.33M +$385K +34,189 +42%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$1.32M -$243K -21,539 -16%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$1.29M +$448K +39,761 +55%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$1.29M +$401K +35,575 +47%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$1.26M -$113K -9,994 -8%
SCA
166
SAC Capital Advisors
Connecticut
$1.2M -$166K -14,709 -13%
QI
167
QS Investors
New York
$1.18M -$284K -25,247 -20%
TD Asset Management
168
TD Asset Management
Ontario, Canada
$1.17M +$20.7K +1,841 +2%
William Blair & Company
169
William Blair & Company
Illinois
$1.14M +$88.7K +7,874 +9%
DWT
170
Dorsey & Whitney Trust
South Dakota
$1.13M +$274K +24,326 +34%
BSW
171
Buckingham Strategic Wealth
Missouri
$1.11M
GF
172
Gabelli Funds
New York
$1.07M
JMPWA
173
JP Morgan Private Wealth Advisors
California
$1.04M +$368K +32,656 +57%
URS
174
Utah Retirement Systems
Utah
$1.02M
KCM
175
Kames Capital Management
United Kingdom
$1.02M +$987K +87,633 New

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.