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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
151
Smith Hayes Advisers
Nebraska
$828K -$140K -20,729 -16%
EMG
152
Ellington Management Group
Connecticut
$810K +$737K +109,403 New
ClearBridge Investments
153
ClearBridge Investments
New York
$788K
ACM
154
Alta Capital Management
Utah
$788K +$8.95K +1,328 +1%
PI
155
PineBridge Investments
New York
$739K -$3.72M -552,613 -85%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$716K +$652K +96,722 New
BF
157
BOK Financial
Oklahoma
$690K +$628K +93,214 New
URS
158
Utah Retirement Systems
Utah
$680K +$1.77K +263 +0.3%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$679K -$385K -57,090 -38%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$668K +$313K +46,499 +106%
GF
161
Gabelli Funds
New York
$662K
RQS
162
Ramsey Quantitative Systems
Kentucky
$651K +$30.7K +4,557 +5%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$636K +$25.5K +3,784 +5%
ISL
164
Ingalls & Snyder LLC
New York
$626K +$17.7K +2,627 +3%
PA
165
Profund Advisors
Maryland
$618K +$295K +43,782 +110%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$598K +$24.8K +3,685 +5%
CHC
167
City Holding Co
West Virginia
$588K -$32.8K -4,865 -6%
DA
168
Denali Advisors
California
$588K +$535K +79,423 New
AIP
169
Ameritas Investment Partners
Nebraska
$569K
PG
170
Patten Group
Tennessee
$552K
MC
171
Moors & Cabot
Massachusetts
$533K +$3.54K +526 +0.7%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$531K +$30.1K +4,468 +7%
TCT
173
TIAA CREF Trust
Missouri
$529K +$18.3K +2,722 +4%
BSW
174
Buckingham Strategic Wealth
Missouri
$528K +$7.98K +1,184 +2%
CC
175
Cipher Capital
New York
$527K +$480K +71,251 New

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.