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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
Tudor Investment Corp
176
Tudor Investment Corp
Connecticut
$520K +$474K +70,326 New
SAM
177
Securian Asset Management
Minnesota
$512K +$12.8K +1,906 +3%
BWM
178
BerganKDV Wealth Management
Minnesota
$499K +$454K +67,409 New
CCM
179
Cohen Capital Management
California
$482K
AB
180
Amalgamated Bank
New York
$458K +$35.9K +5,323 +9%
SBH
181
Segall Bryant & Hamill
Illinois
$452K
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$444K -$12.2K -1,815 -3%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$442K +$100K +14,843 +33%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$437K +$4.08K +605 +1%
JG
185
Jefferies Group
New York
$437K +$126K +18,712 +46%
CAM
186
Capstone Asset Management
Texas
$424K +$11.5K +1,709 +3%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$396K +$46.8K +6,938 +15%
LPL Financial
188
LPL Financial
California
$388K +$44.2K +6,559 +14%
BB
189
Bell Bank
North Dakota
$388K +$353K +52,416 New
IRF
190
IBM Retirement Fund
New York
$387K -$438K -65,014 -55%
TIM
191
Thompson Investment Management
Wisconsin
$372K
JHIU
192
Janus Henderson Investors US
Colorado
$372K +$339K +50,231 New
SCM
193
Shelton Capital Management
Colorado
$362K
OAC
194
OMERS Administration Corp
Ontario, Canada
$350K +$319K +47,338 New
Luther King Capital Management (LKCM)
195
Luther King Capital Management (LKCM)
Texas
$347K
PAG
196
Private Advisor Group
New Jersey
$345K +$13 +2 +0%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$324K -$56.2K -8,340 -16%
RJA
198
Raymond James & Associates
Florida
$307K +$18.1K +2,693 +7%
SSB
199
Sandy Spring Bank
Maryland
$303K
CSS
200
Cubist Systematic Strategies
Connecticut
$280K +$255K +37,791 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.