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MDU Resources
MDU

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311 → 332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51% → 168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
2
Millennium Management
Millennium Management
New York
+$16.3M
3
Goldman Sachs
Goldman Sachs
New York
+$14.3M
4
Morgan Stanley
Morgan Stanley
New York
+$13.9M
5
Invesco
Invesco
Georgia
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
HAI
Hennessy Advisors Inc
California
-$29M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$28.7M
3
First Trust Advisors
First Trust Advisors
Illinois
-$16.3M
4
State Street
State Street
Massachusetts
-$16.1M
5
PI
PGGM Investments
Netherlands
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IECM
151
Intrinsic Edge Capital Management
Illinois
$1.12M +$1.12M +109,624 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$1.12M -$18.7K -1,823 -2%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$1.1M +$33.3K +3,253 +3%
SG Americas Securities
154
SG Americas Securities
New York
$1.1M +$69.5K +6,785 +7%
JG
155
Jefferies Group
New York
$1.1M +$882K +86,081 +396%
PP
156
Paloma Partners
Connecticut
$1.08M +$876K +85,484 +418%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$1.08M +$13.8K +1,346 +1%
AB
158
Amalgamated Bank
New York
$1.05M +$59.5K +5,804 +6%
PAM
159
Palisade Asset Management
Minnesota
$1.04M -$88.9K -8,678 -8%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$1.03M -$3.61K -352 -0.3%
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M +$45.8K +4,471 +5%
URS
162
Utah Retirement Systems
Utah
$969K +$10.8K +1,052 +1%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$929K +$55.2K +5,384 +6%
GF
164
Gabelli Funds
New York
$914K – – –
GHCM
165
Glen Harbor Capital Management
California
$893K +$104K +10,194 +13%
GT
166
Glenmede Trust
Pennsylvania
$890K +$164K +15,964 +22%
TF
167
TIAA FSB
Florida
$877K -$50.3K -4,910 -5%
QT
168
Quantbot Technologies
New York
$867K +$578K +56,453 +199%
AIM
169
Assured Investment Management
New York
$866K -$31.3K -3,053 -3%
FMT
170
First Mercantile Trust
Tennessee
$853K -$151K -14,753 -15%
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$849K -$105K -10,202 -11%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$829K -$27.6K -2,695 -3%
SRAM
173
Stone Ridge Asset Management
New York
$829K +$831K +81,100 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$828K -$272K -26,583 -25%
TCM
175
Teza Capital Management
Illinois
$826K +$828K +80,780 New
5 6
7
8 9

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.