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MDU Resources

313 hedge funds and large institutions have $3.42B invested in MDU Resources in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $883K | Put options by funds: $408K

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 170.34%169.96% (-0.38%)

6% less capital invested

Capital invested by funds: $3.64B → $3.42B (-$219M)

6% less funds holding

Funds holding: 334313 (-21)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
313
Holders Change
-21
Holders Change %
-6.29%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
113
Reduced
105
Closed
52
Calls
$883K
Puts
$408K
Net Calls
+$475K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$629M +$95.2M +9,113,067 +18%
BlackRock
2
BlackRock
New York
$443M +$433M +41,462,144 +3,745%
Parnassus Investments
3
Parnassus Investments
California
$389M +$20.7M +1,981,166 +5%
State Street
4
State Street
Massachusetts
$330M -$37.4M -3,579,697 -10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$125M +$28.2M +2,696,166 +29%
US Bancorp
6
US Bancorp
Minnesota
$56.9M -$170K -16,223 -0.3%
Norges Bank
7
Norges Bank
Norway
$51.7M +$1.92M +183,829 +4%
Invesco
8
Invesco
Georgia
$51.5M +$2.77M +265,184 +6%
HAI
9
Hennessy Advisors Inc
California
$50.7M -$3.58M -342,674 -7%
FCM
10
Frontier Capital Management
Massachusetts
$49.2M +$1.34M +128,628 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47.8M +$5.45M +521,906 +13%
Northern Trust
12
Northern Trust
Illinois
$45.4M +$1.32M +126,400 +3%
HIM
13
Hermes Investment Management
United Kingdom
$45.3M +$654K +62,567 +1%
Prudential Financial
14
Prudential Financial
New Jersey
$42.3M -$489K -46,839 -1%
ORIO
15
Old Republic International (ORI)
Illinois
$35.6M
PI
16
PGGM Investments
Netherlands
$33.3M -$2.14M -204,934 -6%
Goldman Sachs
17
Goldman Sachs
New York
$26.9M -$23.6M -2,262,343 -47%
Charles Schwab
18
Charles Schwab
California
$24.6M +$1.65M +158,314 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$24.6M +$2.64M +252,232 +12%
Legal & General Group
20
Legal & General Group
United Kingdom
$23.9M +$1.32M +126,721 +6%
Principal Financial Group
21
Principal Financial Group
Iowa
$21.9M -$51.8M -4,956,473 -70%
SO
22
STRS Ohio
Ohio
$21.5M +$1.04M +99,936 +5%
HA
23
Heartland Advisors
Wisconsin
$21.2M -$1.03M -98,523 -5%
First Trust Advisors
24
First Trust Advisors
Illinois
$20.4M -$8.41M -804,742 -29%
Citadel Advisors
25
Citadel Advisors
Florida
$19.5M +$18.8M +1,797,066 +2,418%

MDU Hedge Fund Activity: Q1 2017 in Review

313 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2017, worth a combined $3.42B — down 6% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Principal Financial Group, cutting an estimated $51.8M.

  • 313 institutional investors held MDU Resources (MDU) as of Q1 2017, down from 334 in Q4 2016.
  • Funds reported $3.42B of MDU Resources stock for Q1 2017, down 6% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q1 2017 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q1 2017 was BlackRock, an estimated $433M added.
  • The largest MDU Resources seller in Q1 2017 was Principal Financial Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2017.