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MDU Resources

310 hedge funds and large institutions have $3B invested in MDU Resources in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1.05M

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

28% more capital invested

Capital invested by funds: $2.34B → $3B (+$663M)

8% more funds holding

Funds holding: 287310 (+23)

3.43% more ownership

Funds ownership: 165.09%168.52% (+3.4%)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
48
Increased
120
Reduced
86
Closed
21
Calls
$1.99M
Puts
$1.05M
Net Calls
+$942K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
201
Cubist Systematic Strategies
Connecticut
$444K +$88.1K +10,817 +29%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$428K
ACI
203
AMP Capital Investors
Australia
$400K +$127K +15,551 +52%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$392K -$6.15K -755 -2%
AQR Capital Management
205
AQR Capital Management
Connecticut
$389K +$347K +42,588 New
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$381K +$340K +41,707 New
SSB
207
Sandy Spring Bank
Maryland
$374K
GCP
208
GSA Capital Partners
United Kingdom
$370K +$330K +40,566 New
TC
209
TFS Capital
Pennsylvania
$364K +$325K +39,898 New
DTL
210
Dynamic Technology Lab
Singapore
$359K +$87K +10,677 +37%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$351K +$275K +33,762 +642%
Los Angeles Capital Management
212
Los Angeles Capital Management
California
$343K +$306K +37,568 New
BTNA
213
Bremer Trust National Association
Minnesota
$341K
PFS
214
Prospera Financial Services
Texas
$325K
SCM
215
Stevens Capital Management
Pennsylvania
$308K -$866K -106,277 -76%
FWM
216
Frontier Wealth Management
Missouri
$304K -$3.17K -389 -1%
GIA
217
GHP Investment Advisors
Colorado
$297K +$342 +42 +0.1%
LIA
218
LS Investment Advisors
Michigan
$292K +$116K +14,204 +80%
WAM
219
World Asset Management
Michigan
$275K -$358 -44 -0.1%
PM
220
Parametrica Management
Hong Kong
$259K +$231K +28,355 New
WA
221
WFG Advisors
Texas
$256K -$18.2K -2,232 -7%
OI
222
Oakbrook Investments
Illinois
$253K +$226K +27,769 New
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$251K +$4.59K +563 +2%
VF
224
Virtu Financial
New York
$248K +$222K +27,198 New
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$246K -$1.24M -151,805 -85%

MDU Hedge Fund Activity: Q2 2016 in Review

310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2016, worth a combined $3B — up 28% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDU positions and 21 closed out — a net gain of 27 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.7M. The largest seller was Royal London Asset Management, cutting an estimated $19.4M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2016, up from 287 in Q1 2016.
  • Funds reported $3B of MDU Resources stock for Q2 2016, up 28% quarter-over-quarter.
  • 48 funds opened new MDU Resources positions in Q2 2016 and 21 closed out, a net change of +27 holders.
  • The largest MDU Resources buyer in Q2 2016 was Vanguard Group, an estimated $28.7M added.
  • The largest MDU Resources seller in Q2 2016 was Royal London Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2016.