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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
176
Employees Retirement System of Texas
Texas
$738K +$696K +76,267 New
JMPWA
177
JP Morgan Private Wealth Advisors
California
$736K +$51.2K +5,610 +8%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$735K -$209K -22,888 -23%
OAC
179
OMERS Administration Corp
Ontario, Canada
$735K +$103K +11,309 +17%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$728K -$64.7K -7,088 -9%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$717K -$98.3K -10,764 -13%
PA
182
Profund Advisors
Maryland
$696K -$301K -32,944 -31%
GT
183
Glenmede Trust
Pennsylvania
$692K +$582K +63,722 +808%
AL
184
Airain Ltd
Guernsey
$681K +$643K +70,418 New
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$679K +$285K +31,196 +80%
AQR Capital Management
186
AQR Capital Management
Connecticut
$673K +$247K +27,022 +63%
AB
187
Amalgamated Bank
New York
$671K
CCM
188
Cohen Capital Management
California
$670K
ClearBridge Investments
189
ClearBridge Investments
New York
$649K -$360K -39,448 -37%
MAM
190
Meeder Asset Management
Ohio
$649K +$93.3K +10,223 +18%
EMG
191
Ellington Management Group
Connecticut
$636K +$600K +65,747 New
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$634K -$1.81M -198,427 -75%
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
$624K -$641K -70,218 -52%
PIA
194
Piedmont Investment Advisors
North Carolina
$605K +$571K +62,547 New
SAM
195
Securian Asset Management
Minnesota
$605K +$2.8K +307 +0.5%
CGH
196
Crossmark Global Holdings
Texas
$602K +$557K +60,998 New
SCM
197
Sterling Capital Management
North Carolina
$598K +$564K +61,826 New
SBH
198
Segall Bryant & Hamill
Illinois
$591K
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
$566K +$154K +16,824 +40%
CAM
200
Capstone Asset Management
Texas
$550K -$10.7K -1,170 -2%

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.