MDU Resources
334 hedge funds and large institutions have $3.64B invested in MDU Resources in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 92 increasing their positions, 122 reducing their positions, and 39 closing their positions.
651% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $138K
82% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 39
12% more capital invested
Capital invested by funds: $3.24B → $3.64B (+$399M)
9% more funds holding
Funds holding: 306 → 334 (+28)
1.66% less ownership
Funds ownership: 172% → 170.34% (-1.7%)
25% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 122
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$51.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$35.8M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$35.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.2M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$91.7M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$36.9M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$32.1M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$30.3M |
| 5 |
Millennium Management
New York
|
-$19.8M |
MDU Hedge Fund Activity: Q4 2016 in Review
334 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2016, worth a combined $3.64B — up 12% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new MDU positions and 39 closed out — a net gain of 32 holders — while 92 added to existing stakes and 122 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $51.8M. The largest seller was Franklin Resources, exiting entirely with an estimated $91.7M sold.
- 334 institutional investors held MDU Resources (MDU) as of Q4 2016, up from 306 in Q3 2016.
- Funds reported $3.64B of MDU Resources stock for Q4 2016, up 12% quarter-over-quarter.
- 71 funds opened new MDU Resources positions in Q4 2016 and 39 closed out, a net change of +32 holders.
- The largest MDU Resources buyer in Q4 2016 was JP Morgan Chase, an estimated $51.8M added.
- The largest MDU Resources seller in Q4 2016 was Franklin Resources, an estimated $91.7M sold.
Based on aggregated 13F filings for Q4 2016.