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MDU Resources

336 hedge funds and large institutions have $3.29B invested in MDU Resources in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,821% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $28K

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $2.99B → $3.29B (+$302M)

7% more funds holding

Funds holding: 315336 (+21)

1.22% more ownership

Funds ownership: 149.03%150.25% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 127

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
42
Increased
102
Reduced
127
Closed
18
Calls
$1.66M
Puts
$28K
Net Calls
+$1.63M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$365M +$16.5M +1,463,386 +5%
State Street
2
State Street
Massachusetts
$304M -$35.9M -3,188,986 -11%
Parnassus Investments
3
Parnassus Investments
California
$202M -$17.1M -1,517,194 -8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$180M -$1.84M -163,318 -1%
BIT
5
BlackRock Institutional Trust
California
$159M +$7.01M +622,654 +5%
BFA
6
BlackRock Fund Advisors
California
$159M +$15.3M +1,362,302 +11%
SIM
7
Sprucegrove Investment Management
Ontario, Canada
$152M -$3.28M -290,865 -2%
Franklin Resources
8
Franklin Resources
California
$91.8M -$6.26M -555,800 -7%
UBS AM
9
UBS AM
Illinois
$68M -$68.7K -6,101 -0.1%
US Bancorp
10
US Bancorp
Minnesota
$66.4M +$67.8K +6,017 +0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.6M -$2.62M -232,887 -4%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$64.2M
RP
13
Riverbridge Partners
Minnesota
$63.2M +$15.4M +1,369,302 +34%
Northern Trust
14
Northern Trust
Illinois
$60.3M +$373K +33,082 +0.6%
HIM
15
Hermes Investment Management
United Kingdom
$58.9M -$1.62M -143,631 -3%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$44.2M +$42.8M +3,800,776 New
Norges Bank
17
Norges Bank
Norway
$42.3M -$1.05M -92,864 -2%
MPI
18
Mairs & Power Inc
Minnesota
$38.9M +$10.6M +944,195 +39%
VFM
19
Viking Fund Management
North Dakota
$31.2M +$3.26M +289,288 +12%
BG
20
BlackRock Group
United Kingdom
$30.3M -$1.88M -166,832 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.1M +$3.62M +321,277 +15%
Morgan Stanley
22
Morgan Stanley
New York
$25.1M +$7.24M +642,323 +42%
Wells Fargo
23
Wells Fargo
California
$24.7M +$1.17M +104,018 +5%
BIM
24
BlackRock Investment Management
Delaware
$24.6M -$5.02M -445,810 -17%
GC
25
Guggenheim Capital
Illinois
$24.3M -$461K -40,926 -2%

MDU Hedge Fund Activity: Q4 2013 in Review

336 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2013, worth a combined $3.29B — up 10% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDU positions and 18 closed out — a net gain of 24 holders — while 102 added to existing stakes and 127 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $42.8M. The largest seller was State Street, cutting an estimated $35.9M.

  • 336 institutional investors held MDU Resources (MDU) as of Q4 2013, up from 315 in Q3 2013.
  • Funds reported $3.29B of MDU Resources stock for Q4 2013, up 10% quarter-over-quarter.
  • 42 funds opened new MDU Resources positions in Q4 2013 and 18 closed out, a net change of +24 holders.
  • The largest MDU Resources buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $42.8M added.
  • The largest MDU Resources seller in Q4 2013 was State Street, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2013.