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MDU Resources

287 hedge funds and large institutions have $2.34B invested in MDU Resources in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 70

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

17% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $1.24M

2.55% more ownership

Funds ownership: 162.54%165.09% (+2.6%)

1% more funds holding

Funds holding: 283287 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less capital invested

Capital invested by funds: $5.32B → $2.34B (-$2.98B)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
7.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
47
Increased
117
Reduced
70
Closed
40
Calls
$1.45M
Puts
$1.24M
Net Calls
+$207K
Net Calls Change
+$376K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$298M +$23.9M +3,546,626 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M +$12.3M +1,820,870 +5%
Parnassus Investments
3
Parnassus Investments
California
$247M -$26.4M -3,913,679 -10%
BFA
4
BlackRock Fund Advisors
California
$124M +$383K +56,864 +0.3%
BIT
5
BlackRock Institutional Trust
California
$113M +$2.38M +353,630 +2%
Franklin Resources
6
Franklin Resources
California
$70.5M
SIM
7
Sprucegrove Investment Management
Ontario, Canada
$61.8M -$43.7M -6,477,761 -44%
First Trust Advisors
8
First Trust Advisors
Illinois
$53.3M +$28.4M +4,218,535 +142%
SO
9
STRS Ohio
Ohio
$51.4M
Prudential Financial
10
Prudential Financial
New Jersey
$48.6M +$30.9M +4,586,183 +232%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$47M -$17.3M -2,566,697 -29%
US Bancorp
12
US Bancorp
Minnesota
$40.9M -$105K -15,596 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$33.8M +$7.27M +1,078,913 +31%
HA
14
Heartland Advisors
Wisconsin
$32.4M +$4.94M +733,449 +20%
Norges Bank
15
Norges Bank
Norway
$32.2M -$3.25M -482,745 -10%
Northern Trust
16
Northern Trust
Illinois
$29.5M +$486K +72,095 +2%
PI
17
PGGM Investments
Netherlands
$29.3M +$1.92M +284,651 +8%
FCM
18
Frontier Capital Management
Massachusetts
$26.3M +$3.87M +574,056 +19%
ORIO
19
Old Republic International (ORI)
Illinois
$25.3M +$3.18M +472,065 +16%
HIM
20
Hermes Investment Management
United Kingdom
$23.3M -$437K -64,798 -2%
Invesco
21
Invesco
Georgia
$20.4M -$2.73M -405,421 -13%
Renaissance Technologies
22
Renaissance Technologies
New York
$18.9M +$16.2M +2,407,923 +1,648%
CCMH
23
Cornerstone Capital Management Holdings
New York
$17.7M +$11.8M +1,751,771 +271%
Legal & General Group
24
Legal & General Group
United Kingdom
$15.5M +$122K +18,049 +0.9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$14.3M +$98.2K +14,575 +0.8%

MDU Hedge Fund Activity: Q1 2016 in Review

287 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2016, worth a combined $2.34B — down 56% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 40 closed out — a net gain of 7 holders — while 117 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $3.12B sold.

  • 287 institutional investors held MDU Resources (MDU) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.34B of MDU Resources stock for Q1 2016, down 56% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q1 2016 and 40 closed out, a net change of +7 holders.
  • The largest MDU Resources buyer in Q1 2016 was Prudential Financial, an estimated $30.9M added.
  • The largest MDU Resources seller in Q1 2016 was Americafirst Capital Management, an estimated $3.12B sold.

Based on aggregated 13F filings for Q1 2016.