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MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
151
Avantax Planning Partners
Iowa
$1.2M -$5.5K -565 -0.5%
MC
152
Moors & Cabot
Massachusetts
$1.2M +$489K +50,231 +70%
FPB
153
First PREMIER Bank
South Dakota
$1.19M
PG
154
Patten Group
Tennessee
$1.18M +$12.2K +1,249 +1%
FAF
155
Första AP-fonden
Sweden
$1.15M
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$1.12M -$93.4K -9,589 -8%
QC
157
Quadrature Capital
United Kingdom
$1.12M +$1.12M +114,666 New
RGIA
158
Rainier Group Investment Advisory
Washington
$1.08M
AB
159
Amalgamated Bank
New York
$1.06M +$57.2K +5,870 +6%
CHC
160
City Holding Co
West Virginia
$1.04M -$7.68K -789 -0.7%
AIA
161
Angeles Investment Advisors
California
$992K
HSBC Holdings
162
HSBC Holdings
United Kingdom
$968K -$924K -94,828 -49%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$968K -$22.7K -2,335 -2%
PAM
164
Palisade Asset Management
Minnesota
$965K -$118K -12,098 -11%
URS
165
Utah Retirement Systems
Utah
$957K +$12.4K +1,273 +1%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$952K -$497K -51,025 -34%
EVM
167
Eaton Vance Management
Massachusetts
$944K -$2.38K -244 -0.3%
MERSOM
168
Municipal Employees' Retirement System of Michigan
Michigan
$935K +$13.3K +1,367 +1%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$901K +$9.22K +947 +1%
SFM
170
Systematic Financial Management
New Jersey
$896K -$313K -32,124 -26%
GF
171
Gabelli Funds
New York
$877K
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$875K -$149K -15,253 -15%
GC
173
Globeflex Capital
California
$845K -$1.15K -118 -0.1%
PP
174
Paloma Partners
Connecticut
$842K +$5.45K +560 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$831K +$54K +5,541 +7%

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.