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MDU Resources

336 hedge funds and large institutions have $3.29B invested in MDU Resources in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,821% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $28K

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.99B → $3.29B (+$302M)

7% more funds holding

Funds holding: 315336 (+21)

1.22% more ownership

Funds ownership: 149.03%150.25% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
42
Increased
102
Reduced
127
Closed
18
Calls
$1.66M
Puts
$28K
Net Calls
+$1.63M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$631K -$17.9K -1,591 -3%
WAM
202
World Asset Management
Michigan
$627K -$96K -8,523 -14%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$625K -$70.3K -6,238 -10%
SFSIG
204
San Francisco Sentry Investment Group
California
$618K
WA
205
WFG Advisors
Texas
$616K +$15.8K +1,399 +3%
CEP
206
Chicago Equity Partners
Illinois
$604K +$147K +13,031 +33%
OA
207
OFI Advisors
Pennsylvania
$589K +$53.7K +4,765 +10%
CHC
208
City Holding Co
West Virginia
$564K +$547K +48,563 New
DCM
209
Dynamic Capital Management
Jersey
$560K +$292K +25,962 +117%
LIA
210
LS Investment Advisors
Michigan
$556K +$273K +24,195 +102%
HIMCH
211
Hartford Investment Management Co (HIMCO)
Connecticut
$544K -$7.78K -691 -1%
KBC Group
212
KBC Group
Belgium
$532K +$172K +15,267 +50%
HH
213
Hilltop Holdings
Texas
$518K +$11.1K +986 +2%
BEAM
214
Baker Ellis Asset Management
Washington
$511K
JG
215
Jefferies Group
New York
$486K +$244K +21,670 +108%
WSCM
216
Wellington Shields Capital Management
New York
$480K
SBH
217
Segall Bryant & Hamill
Illinois
$469K
FNB
218
First Niagara Bank
New York
$453K -$11.5K -1,018 -3%
BCMU
219
BlueCrest Capital Management (UK)
Guernsey
$446K +$433K +38,396 New
HI
220
HBK Investments
Texas
$446K +$433K +38,396 New
BTNA
221
Bremer Trust National Association
Minnesota
$435K
GIA
222
GHP Investment Advisors
Colorado
$425K +$17.3K +1,536 +4%
CAN
223
Cetera Advisor Networks
California
$422K +$169K +15,032 +70%
KAM
224
Keeley Asset Management
Illinois
$406K
LPL Financial
225
LPL Financial
California
$403K -$37.8K -3,353 -9%

MDU Hedge Fund Activity: Q4 2013 in Review

336 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2013, worth a combined $3.29B — up 10% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 18 closed out — a net gain of 24 holders — while 102 added to existing stakes and 127 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $42.8M. The largest seller was State Street, cutting an estimated $35.9M.

  • 336 institutional investors held MDU Resources (MDU) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.29B of MDU Resources stock for Q4 2013, up 10% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q4 2013 and 18 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $42.8M added.
  • The largest MDU Resources seller in Q4 2013 was State Street, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2013.