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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$516K +$33.5K +3,671 +7%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$505K -$137K -15,040 -22%
AIM
203
Assured Investment Management
New York
$501K -$1.15M -125,953 -71%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$493K -$39.9K -4,371 -8%
AW
205
Alpha Windward
Massachusetts
$485K -$1.44K -158 -0.3%
IRF
206
IBM Retirement Fund
New York
$482K -$15.4K -1,686 -3%
AIMCA
207
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$478K -$785K -85,997 -63%
SCM
208
Shelton Capital Management
Colorado
$473K
TIM
209
Thompson Investment Management
Wisconsin
$469K -$16.2K -1,775 -4%
FCBT
210
First Citizens Bank & Trust
North Carolina
$468K +$442K +48,371 New
FWSM
211
First Wilshire Securities Management
California
$455K -$1.39M -152,078 -76%
LPL Financial
212
LPL Financial
California
$446K -$35K -3,832 -7%
PP
213
Prudential plc
United Kingdom
$422K +$399K +43,656 New
Wellington Management Group
214
Wellington Management Group
Massachusetts
$409K +$386K +42,252 New
FIM
215
Freedom Investment Management
Connecticut
$406K +$139K +15,272 +57%
PHK
216
Point72 Hong Kong
Hong Kong
$402K +$379K +41,552 New
BTNA
217
Bremer Trust National Association
Minnesota
$394K +$30.5K +3,340 +9%
BFM
218
Boothbay Fund Management
New York
$390K +$368K +40,361 New
Luther King Capital Management (LKCM)
219
Luther King Capital Management (LKCM)
Texas
$377K -$72K -7,890 -17%
WAM
220
World Asset Management
Michigan
$372K +$76.7K +8,400 +28%
Jones Financial Companies
221
Jones Financial Companies
Missouri
$363K -$49.4K -5,407 -13%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$356K -$6.72K -736 -2%
LIA
223
LS Investment Advisors
Michigan
$332K +$21.4K +2,345 +7%
PFS
224
Prospera Financial Services
Texas
$325K -$18K -1,972 -6%
FWM
225
Frontier Wealth Management
Missouri
$322K

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.