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MDU Resources

305 hedge funds and large institutions have $3.22B invested in MDU Resources in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $872K

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$215M)

3.48% more ownership

Funds ownership: 168.52%172% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 101

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 310305 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
-5
Holders Change %
-1.61%
% of All Funds
8.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
38
Increased
110
Reduced
101
Closed
39
Calls
$1.6M
Puts
$872K
Net Calls
+$724K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$464M +$57.1M +6,255,791 +15%
Parnassus Investments
2
Parnassus Investments
California
$349M +$16.2M +1,774,877 +5%
State Street
3
State Street
Massachusetts
$308M -$66.7M -7,311,004 -19%
BFA
4
BlackRock Fund Advisors
California
$178M +$7.24M +793,057 +4%
BIT
5
BlackRock Institutional Trust
California
$147M -$1.59M -173,891 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$92.9M +$29.7M +3,249,733 +51%
Franklin Resources
7
Franklin Resources
California
$91.7M
Principal Financial Group
8
Principal Financial Group
Iowa
$67M +$32.3M +3,539,270 +104%
SIM
9
Sprucegrove Investment Management
Ontario, Canada
$62.7M -$12.2M -1,339,401 -17%
US Bancorp
10
US Bancorp
Minnesota
$53.4M +$18.8K +2,059 +0%
HA
11
Heartland Advisors
Wisconsin
$50.7M -$1.47M -161,001 -3%
Goldman Sachs
12
Goldman Sachs
New York
$50.5M +$8.43M +923,066 +21%
SO
13
STRS Ohio
Ohio
$47.3M -$18.8M -2,059,200 -30%
Northern Trust
14
Northern Trust
Illinois
$43M +$3.72M +407,661 +10%
Norges Bank
15
Norges Bank
Norway
$42.7M +$341K +37,353 +0.8%
Prudential Financial
16
Prudential Financial
New Jersey
$40.1M -$22.7M -2,484,768 -37%
FCM
17
Frontier Capital Management
Massachusetts
$39.1M +$2.09M +228,823 +6%
HIM
18
Hermes Investment Management
United Kingdom
$35.9M +$1.37M +150,059 +4%
Invesco
19
Invesco
Georgia
$35.8M +$8.35M +914,953 +33%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$35.5M +$651K +71,268 +2%
PI
21
PGGM Investments
Netherlands
$33.5M -$3.58M -392,160 -10%
First Trust Advisors
22
First Trust Advisors
Illinois
$31M -$19.5M -2,140,205 -40%
ORIO
23
Old Republic International (ORI)
Illinois
$25.9M
CRCP
24
Copper Rock Capital Partners
Massachusetts
$22.1M +$20.9M +2,290,772 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$21.4M +$1.68M +183,721 +9%

MDU Hedge Fund Activity: Q3 2016 in Review

305 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2016, worth a combined $3.22B — up 7.2% from $3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MDU and 38 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 110 added.

The largest buyer was Vanguard Group, adding an estimated $57.1M. The largest seller was State Street, cutting an estimated $66.7M.

  • 305 institutional investors held MDU Resources (MDU) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.22B of MDU Resources stock for Q3 2016, up 7.2% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2016 was Vanguard Group, an estimated $57.1M added.
  • The largest MDU Resources seller in Q3 2016 was State Street, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2016.