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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
201
Vident Investment Advisory
Georgia
$718K -$33.9K -3,947 -4%
CIP
202
Convergence Investment Partners
Florida
$714K -$185K -21,594 -21%
OSIA
203
O'Shares Investment Advisers
Massachusetts
$678K +$341K +39,788 +101%
GC
204
Globeflex Capital
California
$666K -$216K -25,137 -24%
PP
205
Prudential plc
United Kingdom
$660K -$69.1K -8,055 -9%
SWM
206
SeaCrest Wealth Management
New York
$643K -$18.8K -2,196 -3%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$631K -$35.5K -4,142 -5%
Mitsubishi UFJ Trust & Banking
208
Mitsubishi UFJ Trust & Banking
Japan
$614K
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$601K +$11.5K +1,342 +2%
AB
210
Amalgamated Bank
New York
$596K -$2.64K -308 -0.4%
CCM
211
Cohen Capital Management
California
$592K
CC
212
Centiva Capital
New York
$564K +$566K +65,979 New
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$563K
TRCT
214
Tower Research Capital (TRC)
New York
$558K +$139K +16,205 +33%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$521K +$523K +60,887 New
CPO
216
Cerity Partners OCIO
New York
$520K +$16.4K +1,915 +3%
FIB
217
First Interstate Bank
Montana
$510K -$91.5K -10,664 -15%
SBH
218
Segall Bryant & Hamill
Illinois
$500K
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$499K
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$490K +$176K +20,518 +56%
JMPWA
221
JP Morgan Private Wealth Advisors
California
$485K -$21.7K -2,524 -4%
X
222
Xponance
Pennsylvania
$482K +$74K +8,626 +18%
IRC
223
Investors Research Corp
Georgia
$481K
SSA
224
Schonfeld Strategic Advisors
New York
$466K -$38.3K -4,463 -8%
SAM
225
Shell Asset Management
Netherlands
$446K

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.