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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
201
Bremer Trust National Association
Minnesota
$277K -$57.8K -8,571 -19%
PFS
202
Prospera Financial Services
Texas
$263K +$240K +35,569 New
Marshall Wace
203
Marshall Wace
United Kingdom
$260K +$237K +35,204 New
FWM
204
Frontier Wealth Management
Missouri
$249K -$10.7K -1,584 -4%
AIM
205
Assured Investment Management
New York
$248K +$226K +33,526 New
GIA
206
GHP Investment Advisors
Colorado
$241K +$10.5K +1,554 +5%
HVIA
207
Hudson Valley Investment Advisors
New York
$232K
WA
208
WFG Advisors
Texas
$224K -$14.5K -2,152 -7%
WAM
209
World Asset Management
Michigan
$223K +$4.27K +633 +2%
ACI
210
AMP Capital Investors
Australia
$220K +$200K +29,749 New
SCA
211
Secor Capital Advisors
New York
$218K +$198K +29,407 New
DTL
212
Dynamic Technology Lab
Singapore
$213K +$194K +28,721 New
BFM
213
Boothbay Fund Management
New York
$212K +$193K +28,587 New
HNB
214
Huntington National Bank
Ohio
$206K +$52.8K +7,830 +45%
NPC
215
National Planning Corporation
California
$205K -$53.7K -7,966 -24%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$200K +$182K +26,988 New
Janus Henderson Group
217
Janus Henderson Group
United Kingdom
$191K
Credit Agricole
218
Credit Agricole
France
$181K +$165K +24,487 New
CBOA
219
Commonwealth Bank of Australia
Australia
$177K +$161K +23,932 New
BEAM
220
Baker Ellis Asset Management
Washington
$153K -$8.86K -1,315 -6%
EDRH
221
Edmond de Rothschild Holding
Switzerland
$133K
EDRS
222
Edmond de Rothschild (Suisse)
Switzerland
$133K
LIA
223
LS Investment Advisors
Michigan
$131K +$6.69K +992 +6%
Creative Planning
224
Creative Planning
Kansas
$113K -$18.1K -2,685 -15%
CF
225
CenterStar Fund
Illinois
$112K

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.