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MDU Resources

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 170.34%169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Profund Advisors
Maryland
$749K -$15K -1,436 -2%
GT
177
Glenmede Trust
Pennsylvania
$741K
CCM
178
Cohen Capital Management
California
$720K
RJFSA
179
Raymond James Financial Services Advisors
Florida
$707K -$1.14M -108,991 -62%
ClearBridge Investments
180
ClearBridge Investments
New York
$698K
GHCM
181
Glen Harbor Capital Management
California
$697K +$332K +31,743 +90%
SCM
182
Sterling Capital Management
North Carolina
$692K -$7.01K -671 -1%
SAM
183
Securian Asset Management
Minnesota
$684K +$20.1K +1,928 +3%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$684K +$110K +10,520 +19%
FCBT
185
First Citizens Bank & Trust
North Carolina
$673K -$2.31K -221 -0.3%
VRS
186
Virginia Retirement Systems
Virginia
$673K +$676K +64,695 New
SBH
187
Segall Bryant & Hamill
Illinois
$636K
CEP
188
Chicago Equity Partners
Illinois
$623K -$1.83M -174,887 -75%
CAM
189
Capstone Asset Management
Texas
$612K +$70.9K +6,785 +13%
TD Asset Management
190
TD Asset Management
Ontario, Canada
$607K +$609K +58,328 New
MCIM
191
Meadow Creek Investment Management
Georgia
$574K +$273K +26,141 +90%
ECM
192
Elgethun Capital Management
South Dakota
$554K -$1.37K -131 -0.2%
PAM
193
Paradigm Asset Management
New York
$535K -$110K -10,493 -17%
LCM
194
Laurion Capital Management
New York
$512K +$514K +49,179 New
GIA
195
GHP Investment Advisors
Colorado
$503K +$46.8K +4,481 +10%
SAM
196
Symphony Asset Management
California
$501K -$1.9M -181,391 -79%
TC
197
TFS Capital
Pennsylvania
$484K +$486K +46,470 New
TIM
198
Thompson Investment Management
Wisconsin
$469K +$6.19K +592 +1%
APP
199
Avantax Planning Partners
Iowa
$468K +$134K +12,810 +40%
Verition Fund Management
200
Verition Fund Management
Connecticut
$452K +$454K +43,477 New

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.