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MDU Resources

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51%168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Stockman Wealth Management
Montana
$570K -$64.4K -6,286 -10%
GLA
202
Good Life Advisors
Pennsylvania
$549K +$555K +54,189 New
Neuberger Berman Group
203
Neuberger Berman Group
New York
$543K -$1.25M -122,361 -70%
CC
204
Centiva Capital
New York
$523K +$524K +51,133 New
ECM
205
Elgethun Capital Management
South Dakota
$518K -$26.9K -2,630 -5%
DWT
206
Dorsey & Whitney Trust
South Dakota
$512K -$15.4K -1,505 -3%
TEE
207
Tibra Equities Europe
United Kingdom
$510K +$511K +49,878 New
Wellington Management Group
208
Wellington Management Group
Massachusetts
$473K -$258K -25,157 -35%
CS
209
Candriam SCA
Luxembourg
$457K +$458K +44,708 New
Nomura Holdings
210
Nomura Holdings
Japan
$455K -$299K -29,215 -40%
TIM
211
Thompson Investment Management
Wisconsin
$447K -$13.5K -1,315 -3%
Axa
212
Axa
France
$441K +$442K +43,130 New
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$435K +$449K +43,864 New
Creative Planning
214
Creative Planning
Kansas
$427K -$44.9K -4,379 -9%
TAM
215
Tyers Asset Management
Texas
$420K +$49.1K +4,797 +13%
SCM
216
Shelton Capital Management
Colorado
$402K
SEC
217
Seven Eight Capital
New York
$395K +$396K +38,659 New
BTNA
218
Bremer Trust National Association
Minnesota
$382K
AG
219
Advisor Group
Arizona
$369K +$24.9K +2,430 +7%
GXMC
220
Global X Management Company
New York
$365K +$157K +15,346 +75%
WI
221
WBI Investments
New Jersey
$359K +$5.82K +568 +2%
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$356K -$9.62K -939 -3%
WAM
223
World Asset Management
Michigan
$350K -$20.8K -2,028 -6%
LA
224
Lucus Advisors
New York
$346K -$13K -1,267 -4%
LIA
225
LS Investment Advisors
Michigan
$336K -$134K -13,100 -28%

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.