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MDU Resources

310 hedge funds and large institutions have $2.36B invested in MDU Resources in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 97

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

4.55% more ownership

Funds ownership: 158.99%163.54% (+4.6%)

0% more funds holding

Funds holding: 309310 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

6% less capital invested

Capital invested by funds: $2.51B → $2.36B (-$147M)

Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
8.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
117
Reduced
97
Closed
27
Calls
$1.24M
Puts
$1.25M
Net Calls
-$18K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$327M +$4.55M +566,467 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270M +$23.9M +2,980,478 +9%
Parnassus Investments
3
Parnassus Investments
California
$202M +$8.74M +1,087,586 +4%
BFA
4
BlackRock Fund Advisors
California
$119M +$4.73M +589,244 +4%
BIT
5
BlackRock Institutional Trust
California
$113M +$1.64M +204,119 +1%
SIM
6
Sprucegrove Investment Management
Ontario, Canada
$113M +$11.5M +1,437,232 +10%
Franklin Resources
7
Franklin Resources
California
$78.4M +$242K +30,085 +0.3%
SO
8
STRS Ohio
Ohio
$51.7M
UBS AM
9
UBS AM
Illinois
$51.4M -$3.33M -414,347 -6%
MPI
10
Mairs & Power Inc
Minnesota
$50.2M +$1.56M +194,138 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$47.2M +$1.58M +196,378 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$42.6M +$46.1M +5,735,958 New
US Bancorp
13
US Bancorp
Minnesota
$41.9M -$342K -42,588 -0.7%
Northern Trust
14
Northern Trust
Illinois
$36.7M -$1.52M -189,302 -4%
Norges Bank
15
Norges Bank
Norway
$34.6M
HIM
16
Hermes Investment Management
United Kingdom
$23.2M +$470K +58,526 +2%
PI
17
PGGM Investments
Netherlands
$22.7M +$6.54M +813,586 +36%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$22.1M +$877K +109,143 +4%
BG
19
BlackRock Group
United Kingdom
$22M +$348K +43,333 +1%
UIC
20
Uniplan Investment Counsel
Wisconsin
$20.3M +$22M +2,735,359 New
First Trust Advisors
21
First Trust Advisors
Illinois
$19.6M +$511K +63,631 +2%
MHI
22
Miller Howard Investments
New York
$17.8M +$619K +76,993 +3%
HAI
23
Hennessy Advisors Inc
California
$17.4M +$264K +32,874 +1%
Legal & General Group
24
Legal & General Group
United Kingdom
$16.6M +$589K +73,303 +3%
Invesco
25
Invesco
Georgia
$15M +$10.4K +1,294 +0.1%

MDU Hedge Fund Activity: Q2 2015 in Review

310 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2015, worth a combined $2.36B — down 5.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MDU positions and 27 closed out — a net gain of 4 holders — while 117 added to existing stakes and 97 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.1M. The largest seller was Riverbridge Partners, cutting an estimated $36.2M.

  • 310 institutional investors held MDU Resources (MDU) as of Q2 2015, up from 309 in Q1 2015.
  • Funds reported $2.36B of MDU Resources stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 31 funds opened new MDU Resources positions in Q2 2015 and 27 closed out, a net change of +4 holders.
  • The largest MDU Resources buyer in Q2 2015 was Wellington Management Group, an estimated $46.1M added.
  • The largest MDU Resources seller in Q2 2015 was Riverbridge Partners, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2015.