MDU Resources
320 hedge funds and large institutions have $2.74B invested in MDU Resources in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 52 closing their positions.
70% more call options, than puts
Call options by funds: $461K | Put options by funds: $271K
2.64% more ownership
Funds ownership: 155.63% → 158.27% (+2.6%)
3% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 112
7% less funds holding
Funds holding: 343 → 320 (-23)
14% less capital invested
Capital invested by funds: $3.19B → $2.74B (-$447M)
31% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 52
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SO
STRS Ohio
Columbus,
Ohio
|
+$59.2M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$51.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$28.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.3M |
| 5 |
Two Sigma Investments
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$224M |
| 2 |
VFM
Viking Fund Management
Minot,
North Dakota
|
-$18M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$14.4M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$10.2M |
| 5 |
Goldman Sachs
New York
|
-$6.85M |
MDU Hedge Fund Activity: Q4 2014 in Review
320 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2014, worth a combined $2.74B — down 14% from $3.19B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of MDU and 36 opened new positions — a net loss of 16 holders — while 112 trimmed existing stakes and 115 added.
The largest buyer was STRS Ohio, opening a new position worth an estimated $59.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $224M.
- 320 institutional investors held MDU Resources (MDU) as of Q4 2014, down from 343 in Q3 2014.
- Funds reported $2.74B of MDU Resources stock for Q4 2014, down 14% quarter-over-quarter.
- 36 funds opened new MDU Resources positions in Q4 2014 and 52 closed out, a net change of -16 holders.
- The largest MDU Resources buyer in Q4 2014 was STRS Ohio, an estimated $59.2M added.
- The largest MDU Resources seller in Q4 2014 was T. Rowe Price Associates, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2014.