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MDU Resources

317 hedge funds and large institutions have $3.28B invested in MDU Resources in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

1% more funds holding

Funds holding: 313317 (+4)

4% less capital invested

Capital invested by funds: $3.42B → $3.28B (-$144M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.6% less ownership

Funds ownership: 169.96%168.36% (-1.6%)

45% less call options, than puts

Call options by funds: $566K | Put options by funds: $1.03M

Holders
317
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
7.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
109
Reduced
115
Closed
30
Calls
$566K
Puts
$1.03M
Net Calls
-$469K
Net Calls Change
-$944K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$613M +$11.4M +1,110,314 +2%
BlackRock
2
BlackRock
New York
$426M +$2.2M +215,116 +0.5%
Parnassus Investments
3
Parnassus Investments
California
$403M +$20.5M +2,006,411 +5%
State Street
4
State Street
Massachusetts
$342M +$26.5M +2,587,491 +8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$111M -$8.79M -859,835 -7%
US Bancorp
6
US Bancorp
Minnesota
$54.4M -$72.3K -7,069 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$47.8M +$2.06M +201,247 +4%
FCM
8
Frontier Capital Management
Massachusetts
$47M -$144K -14,057 -0.3%
HAI
9
Hennessy Advisors Inc
California
$46.8M -$1.75M -170,680 -4%
Invesco
10
Invesco
Georgia
$45.9M -$3.51M -343,097 -7%
Norges Bank
11
Norges Bank
Norway
$45.7M -$3.91M -382,062 -8%
Northern Trust
12
Northern Trust
Illinois
$43.1M -$365K -35,690 -0.8%
HIM
13
Hermes Investment Management
United Kingdom
$39.1M -$4.33M -423,766 -10%
Prudential Financial
14
Prudential Financial
New Jersey
$35M -$5.64M -551,318 -14%
ORIO
15
Old Republic International (ORI)
Illinois
$34.1M
First Trust Advisors
16
First Trust Advisors
Illinois
$30.5M +$11.2M +1,092,883 +56%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$24.3M +$771K +75,370 +3%
Charles Schwab
18
Charles Schwab
California
$24M +$422K +41,302 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$23.2M +$324K +31,655 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$22.2M +$3.63M +354,685 +19%
JP Morgan Chase
21
JP Morgan Chase
New York
$21.9M +$6.78M +662,589 +43%
Principal Financial Group
22
Principal Financial Group
Iowa
$21.7M +$696K +68,019 +3%
PI
23
PGGM Investments
Netherlands
$21.6M -$10.5M -1,028,800 -32%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$21.5M +$18.7M +1,831,271 +566%
SIM
25
Sprucegrove Investment Management
Ontario, Canada
$17.1M -$5.1M -498,626 -23%

MDU Hedge Fund Activity: Q2 2017 in Review

317 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2017, worth a combined $3.28B — down 4.2% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MDU positions and 30 closed out — a net gain of 9 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was State Street, adding an estimated $26.5M. The largest seller was STRS Ohio, exiting entirely with an estimated $21.5M sold.

  • 317 institutional investors held MDU Resources (MDU) as of Q2 2017, up from 313 in Q1 2017.
  • Funds reported $3.28B of MDU Resources stock for Q2 2017, down 4.2% quarter-over-quarter.
  • 39 funds opened new MDU Resources positions in Q2 2017 and 30 closed out, a net change of +9 holders.
  • The largest MDU Resources buyer in Q2 2017 was State Street, an estimated $26.5M added.
  • The largest MDU Resources seller in Q2 2017 was STRS Ohio, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2017.