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MDU Resources

315 hedge funds and large institutions have $2.99B invested in MDU Resources in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

124% more call options, than puts

Call options by funds: $56K | Put options by funds: $25K

8% more capital invested

Capital invested by funds: $2.77B → $2.99B (+$213M)

5% more funds holding

Funds holding: 299315 (+16)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

0.05% less ownership

Funds ownership: 149.08%149.03% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
315
Holders Change
+16
Holders Change %
+5.35%
% of All Funds
10.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
34
Increased
115
Reduced
106
Closed
15
Calls
$56K
Puts
$25K
Net Calls
+$31K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$319M +$6.37M +604,574 +2%
State Street
2
State Street
Massachusetts
$312M +$9.92M +941,352 +3%
Parnassus Investments
3
Parnassus Investments
California
$201M -$12.3M -1,163,235 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$167M -$61.7M -5,856,885 -27%
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$143M -$12.1M -1,150,049 -8%
BIT
6
BlackRock Institutional Trust
California
$139M -$4.32M -410,070 -3%
BFA
7
BlackRock Fund Advisors
California
$131M +$4.3M +407,758 +3%
Franklin Resources
8
Franklin Resources
California
$90M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$62.5M +$663K +62,915 +1%
UBS AM
10
UBS AM
Illinois
$62.3M -$2.63M -249,421 -4%
US Bancorp
11
US Bancorp
Minnesota
$60.7M +$326K +30,972 +0.5%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$58.7M +$11.1M +1,051,954 +24%
HIM
13
Hermes Investment Management
United Kingdom
$55.4M +$6.09M +577,678 +12%
Northern Trust
14
Northern Trust
Illinois
$54.8M -$18.2K -1,731 -0%
RP
15
Riverbridge Partners
Minnesota
$43.3M +$2.26M +214,635 +6%
Norges Bank
16
Norges Bank
Norway
$39.7M -$4M -379,611 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$30.9M -$82.3K -7,805 -0.3%
BG
18
BlackRock Group
United Kingdom
$29.5M +$2.55M +242,244 +10%
TCIM
19
TIAA CREF Investment Management
New York
$28.9M +$5.32M +505,009 +23%
BIM
20
BlackRock Investment Management
Delaware
$27.2M -$345K -32,731 -1%
MPI
21
Mairs & Power Inc
Minnesota
$25.6M +$12.4M +1,176,374 +96%
VFM
22
Viking Fund Management
North Dakota
$25.5M +$3.35M +318,216 +15%
GC
23
Guggenheim Capital
Illinois
$22.7M +$1.03M +97,892 +5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$22.3M +$1.23M +116,985 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$21.6M +$558K +52,903 +3%

MDU Hedge Fund Activity: Q3 2013 in Review

315 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2013, worth a combined $2.99B — up 7.7% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MDU positions and 15 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $12.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.7M.

  • 315 institutional investors held MDU Resources (MDU) as of Q3 2013, up from 299 in Q2 2013.
  • Funds reported $2.99B of MDU Resources stock for Q3 2013, up 7.7% quarter-over-quarter.
  • 34 funds opened new MDU Resources positions in Q3 2013 and 15 closed out, a net change of +19 holders.
  • The largest MDU Resources buyer in Q3 2013 was Mairs & Power Inc, an estimated $12.4M added.
  • The largest MDU Resources seller in Q3 2013 was T. Rowe Price Associates, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2013.