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MDU Resources

283 hedge funds and large institutions have $5.32B invested in MDU Resources in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 107 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $3.52B → $5.32B (+$1.81B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.63% less ownership

Funds ownership: 164.17%162.54% (-1.6%)

8% less funds holding

Funds holding: 307283 (-24)

13% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 107

14% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.21M

35% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 55

Holders
283
Holders Change
-24
Holders Change %
-7.82%
% of All Funds
7.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
36
Increased
93
Reduced
107
Closed
55
Calls
$1.04M
Puts
$1.21M
Net Calls
-$169K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$3.12B +$1.59M +228,924 +104%
Parnassus Investments
2
Parnassus Investments
California
$260M +$19.3M +2,784,344 +8%
State Street
3
State Street
Massachusetts
$256M -$16.2M -2,338,591 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$253M +$3.53M +510,163 +1%
BFA
5
BlackRock Fund Advisors
California
$117M +$1.42M +205,620 +1%
BIT
6
BlackRock Institutional Trust
California
$104M -$1.77M -256,146 -2%
SIM
7
Sprucegrove Investment Management
Ontario, Canada
$103M -$9M -1,298,969 -8%
Franklin Resources
8
Franklin Resources
California
$66.3M -$7.29M -1,052,112 -10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$62.1M -$3.5M -504,990 -5%
SO
10
STRS Ohio
Ohio
$48.4M -$102K -14,664 -0.2%
UBS AM
11
UBS AM
Illinois
$41.2M -$7.4M -1,069,043 -15%
US Bancorp
12
US Bancorp
Minnesota
$38.6M -$187K -27,061 -0.5%
MPI
13
Mairs & Power Inc
Minnesota
$34.2M -$5.49M -792,721 -14%
Norges Bank
14
Norges Bank
Norway
$33.7M +$1.75M +252,301 +6%
Northern Trust
15
Northern Trust
Illinois
$27.3M -$6.2M -894,534 -19%
PI
16
PGGM Investments
Netherlands
$25.6M +$97.3K +14,046 +0.4%
HA
17
Heartland Advisors
Wisconsin
$25.4M +$22M +3,176,549 +679%
Goldman Sachs
18
Goldman Sachs
New York
$24.3M +$20.4M +2,942,952 +539%
HIM
19
Hermes Investment Management
United Kingdom
$22.4M +$827K +119,345 +4%
Invesco
20
Invesco
Georgia
$22M +$6.66M +961,528 +44%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$21.7M +$453K +65,327 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$20.8M +$7.94M +1,146,270 +62%
FCM
23
Frontier Capital Management
Massachusetts
$20.7M +$5.71M +824,659 +38%
ORIO
24
Old Republic International (ORI)
Illinois
$20.5M
Axa
25
Axa
France
$17M +$9.69M +1,398,373 +135%

MDU Hedge Fund Activity: Q4 2015 in Review

283 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2015, worth a combined $5.32B — up 51% from $3.52B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MDU and 36 opened new positions — a net loss of 19 holders — while 107 trimmed existing stakes and 93 added.

The largest buyer was Heartland Advisors, adding an estimated $22M. The largest seller was Wellington Management Group, cutting an estimated $34.7M.

  • 283 institutional investors held MDU Resources (MDU) as of Q4 2015, down from 307 in Q3 2015.
  • Funds reported $5.32B of MDU Resources stock for Q4 2015, up 51% quarter-over-quarter.
  • 36 funds opened new MDU Resources positions in Q4 2015 and 55 closed out, a net change of -19 holders.
  • The largest MDU Resources buyer in Q4 2015 was Heartland Advisors, an estimated $22M added.
  • The largest MDU Resources seller in Q4 2015 was Wellington Management Group, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2015.