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MDU Resources
MDU

356 hedge funds and large institutions have $3.14B invested in MDU Resources in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 114 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $970K

15% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 114

4.17% more ownership

Funds ownership: 172.63% → 176.8% (+4.2%)

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% more funds holding

Funds holding: 354 → 356 (+2)

6% less capital invested

Capital invested by funds: $3.33B → $3.14B (-$188M)

Holders
356
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
7.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
131
Reduced
114
Closed
44
Calls
$4.07M
Puts
$970K
Net Calls
+$3.1M
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$40.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$19.5M
3
BlackRock
BlackRock
New York
+$18.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$125M
2
Millennium Management
Millennium Management
New York
-$23.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$10.9M
4
SCM
SIR Capital Management
New York
-$10.6M
5
Goldman Sachs
Goldman Sachs
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
176
Bridgewater Associates
Connecticut
$816K +$878K +90,003 New
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$812K -$2.11K -216 -0.2%
GF
178
Gabelli Funds
New York
$811K – – –
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$794K – – –
SOADOR
180
State of Alaska Department of Revenue
Alaska
$777K +$318K +32,618 +61%
Citigroup
181
Citigroup
New York
$749K -$59.9K -6,136 -7%
Verition Fund Management
182
Verition Fund Management
Connecticut
$730K -$2.03M -208,492 -72%
USAA
183
United Services Automobile Association
Texas
$721K – – –
CWM
184
CIBC World Markets
New York
$720K -$3.75M -384,226 -83%
IG
185
ING Group
Netherlands
$716K +$2.1K +215 +0.3%
EP
186
Elkfork Partners
Oregon
$707K +$111K +11,340 +17%
ARTA
187
A.R.T. Advisors
New York
$703K -$216K -22,091 -22%
PA
188
Profund Advisors
Maryland
$677K +$73.3K +7,514 +11%
TF
189
TIAA FSB
Florida
$676K -$37.5K -3,845 -5%
ISL
190
Ingalls & Snyder LLC
New York
$660K -$21.8K -2,235 -3%
ACM
191
AlphaCrest Capital Management
New York
$656K +$706K +72,322 New
SEI Investments
192
SEI Investments
Pennsylvania
$638K +$179K +18,372 +35%
ASN
193
Advisory Services Network
Georgia
$635K +$17.6K +1,799 +3%
Holocene Advisors
194
Holocene Advisors
New York
$628K -$479K -49,087 -41%
CCM
195
Cohen Capital Management
California
$628K – – –
MC
196
Moors & Cabot
Massachusetts
$626K – – –
JMPWA
197
JP Morgan Private Wealth Advisors
California
$626K +$361 +37 +0.1%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$623K +$55.6K +5,697 +9%
ClearBridge Investments
199
ClearBridge Investments
New York
$608K – – –
FCBT
200
First Citizens Bank & Trust
North Carolina
$594K -$12.1K -1,241 -2%
6 7
8
9 10

MDU Hedge Fund Activity: Q4 2018 in Review

356 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2018, worth a combined $3.14B — down 5.6% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 44 closed out — a net gain of 3 holders — while 131 added to existing stakes and 114 trimmed.

The largest buyer was State Street, adding an estimated $40.2M. The largest seller was Parnassus Investments, cutting an estimated $125M.

  • 356 institutional investors held MDU Resources (MDU) as of Q4 2018, up from 354 in Q3 2018.
  • Funds reported $3.14B of MDU Resources stock for Q4 2018, down 5.6% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q4 2018 and 44 closed out, a net change of +3 holders.
  • The largest MDU Resources buyer in Q4 2018 was State Street, an estimated $40.2M added.
  • The largest MDU Resources seller in Q4 2018 was Parnassus Investments, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2018.