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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Moors & Cabot
Massachusetts
$668K +$8.57K +1,052 +1%
RQS
177
Ramsey Quantitative Systems
Kentucky
$654K -$132K -16,234 -18%
BSW
178
Buckingham Strategic Wealth
Missouri
$650K -$1.51K -185 -0.3%
JMPWA
179
JP Morgan Private Wealth Advisors
California
$643K -$10.8K -1,331 -2%
CCM
180
Cohen Capital Management
California
$632K
AB
181
Amalgamated Bank
New York
$614K +$60.4K +7,419 +12%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$614K +$61.1K +7,505 +13%
TCT
183
TIAA CREF Trust
Missouri
$606K -$41.5K -5,097 -7%
JHIU
184
Janus Henderson Investors US
Colorado
$600K +$126K +15,516 +31%
OAC
185
OMERS Administration Corp
Ontario, Canada
$590K +$141K +17,357 +37%
QI
186
Quotient Investors
New York
$579K -$3.38M -415,390 -87%
SAM
187
Securian Asset Management
Minnesota
$568K -$57.2K -7,021 -10%
SBH
188
Segall Bryant & Hamill
Illinois
$558K
CAM
189
Capstone Asset Management
Texas
$530K +$5.78K +710 +1%
MAM
190
Meeder Asset Management
Ohio
$519K -$571K -70,042 -55%
RJA
191
Raymond James & Associates
Florida
$508K +$115K +14,104 +34%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$505K +$14.8K +1,812 +3%
Nomura Holdings
193
Nomura Holdings
Japan
$489K +$437K +53,650 New
BB
194
Bell Bank
North Dakota
$478K
LPL Financial
195
LPL Financial
California
$474K -$21.8K -2,680 -5%
IRF
196
IBM Retirement Fund
New York
$470K -$6.04K -741 -1%
AW
197
Alpha Windward
Massachusetts
$459K +$410K +50,344 New
TIM
198
Thompson Investment Management
Wisconsin
$458K
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$453K +$339K +41,581 +514%
SCM
200
Shelton Capital Management
Colorado
$446K

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.