We are live on ! Find out more
MDU icon

MDU Resources

311 hedge funds and large institutions have $3.27B invested in MDU Resources in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% more ownership

Funds ownership: 168.36%169.51% (+1.1%)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

0% less capital invested

Capital invested by funds: $3.28B → $3.27B (-$8.61M)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 317311 (-6)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $252K

Holders
311
Holders Change
-6
Holders Change %
-1.89%
% of All Funds
7.75%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
108
Reduced
107
Closed
34
Calls
Puts
$252K
Net Calls
-$252K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M -$16.4M -1,641,890 -3%
BlackRock
2
BlackRock
New York
$426M +$3.76M +376,584 +0.9%
Parnassus Investments
3
Parnassus Investments
California
$407M +$8.08M +809,678 +2%
State Street
4
State Street
Massachusetts
$318M -$20.3M -2,030,032 -6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$108M -$1.98M -198,270 -2%
US Bancorp
6
US Bancorp
Minnesota
$53.8M -$87.6K -8,782 -0.2%
Prudential Financial
7
Prudential Financial
New Jersey
$53.8M +$19.3M +1,934,122 +55%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.1M +$1.77M +177,302 +4%
FCM
9
Frontier Capital Management
Massachusetts
$47M +$532K +53,281 +1%
Norges Bank
10
Norges Bank
Norway
$45.2M
First Trust Advisors
11
First Trust Advisors
Illinois
$45.2M +$15.2M +1,526,059 +50%
HAI
12
Hennessy Advisors Inc
California
$44M -$2.43M -243,527 -5%
Northern Trust
13
Northern Trust
Illinois
$41.3M -$1.47M -146,847 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$40.9M +$19.2M +1,919,666 +86%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$39.8M +$18.7M +1,874,122 +87%
HIM
16
Hermes Investment Management
United Kingdom
$37.4M -$1.35M -134,903 -3%
ORIO
17
Old Republic International (ORI)
Illinois
$33.7M
Invesco
18
Invesco
Georgia
$33.7M -$11.9M -1,191,843 -26%
Goldman Sachs
19
Goldman Sachs
New York
$26.3M +$11.2M +1,121,954 +73%
Charles Schwab
20
Charles Schwab
California
$25M +$1.32M +131,795 +5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$24.2M +$195K +19,561 +0.8%
Legal & General Group
22
Legal & General Group
United Kingdom
$23.4M +$407K +40,751 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$21.5M +$85.6K +8,576 +0.4%
DZ Bank
24
DZ Bank
Germany
$18.6M +$5.23M +524,078 +38%
JP Morgan Chase
25
JP Morgan Chase
New York
$17.5M -$4.32M -433,134 -20%

MDU Hedge Fund Activity: Q3 2017 in Review

311 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2017, worth a combined $3.27B — down 0.26% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MDU and 33 opened new positions — a net loss of 1 holder — while 107 trimmed existing stakes and 108 added.

The largest buyer was Prudential Financial, adding an estimated $19.3M. The largest seller was State Street, cutting an estimated $20.3M.

  • 311 institutional investors held MDU Resources (MDU) as of Q3 2017, down from 317 in Q2 2017.
  • Funds reported $3.27B of MDU Resources stock for Q3 2017, down 0.26% quarter-over-quarter.
  • 33 funds opened new MDU Resources positions in Q3 2017 and 34 closed out, a net change of -1 holder.
  • The largest MDU Resources buyer in Q3 2017 was Prudential Financial, an estimated $19.3M added.
  • The largest MDU Resources seller in Q3 2017 was State Street, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2017.