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MDU Resources

332 hedge funds and large institutions have $3.36B invested in MDU Resources in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

7% more funds holding

Funds holding: 311332 (+21)

3% more capital invested

Capital invested by funds: $3.27B → $3.36B (+$93.4M)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

1.16% less ownership

Funds ownership: 169.51%168.35% (-1.2%)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
109
Reduced
115
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$584M -$28.7M -2,803,031 -5%
BlackRock
2
BlackRock
New York
$441M +$81.1K +7,921 +0%
Parnassus Investments
3
Parnassus Investments
California
$422M -$375K -36,645 -0.1%
State Street
4
State Street
Massachusetts
$314M -$16.1M -1,572,997 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$111M -$1.1M -107,099 -1%
Prudential Financial
6
Prudential Financial
New Jersey
$63.3M +$7.64M +745,783 +14%
US Bancorp
7
US Bancorp
Minnesota
$55.6M -$144K -14,033 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.9M +$1.02M +99,120 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$47M +$4.65M +453,655 +11%
Norges Bank
10
Norges Bank
Norway
$46.9M
Invesco
11
Invesco
Georgia
$45.7M +$10.9M +1,060,085 +31%
FCM
12
Frontier Capital Management
Massachusetts
$44.1M -$4.67M -455,364 -10%
Northern Trust
13
Northern Trust
Illinois
$42.1M -$631K -61,592 -1%
Goldman Sachs
14
Goldman Sachs
New York
$41.5M +$14.3M +1,398,320 +52%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$41.2M +$29M +2,834,677 +237%
HIM
16
Hermes Investment Management
United Kingdom
$40.4M +$1.68M +164,323 +4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$37.3M -$3.86M -377,150 -9%
ORIO
18
Old Republic International (ORI)
Illinois
$34.9M
First Trust Advisors
19
First Trust Advisors
Illinois
$30.6M -$16.3M -1,589,524 -35%
Morgan Stanley
20
Morgan Stanley
New York
$30.3M +$13.9M +1,354,212 +84%
DZ Bank
21
DZ Bank
Germany
$28.1M +$8.81M +860,357 +46%
Charles Schwab
22
Charles Schwab
California
$27.4M +$1.45M +141,514 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$27M +$8.98M +876,617 +50%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$26.1M +$947K +92,459 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$24.8M +$511K +49,888 +2%

MDU Hedge Fund Activity: Q4 2017 in Review

332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2017, worth a combined $3.36B — up 2.9% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MDU positions and 34 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $29M. The largest seller was Hennessy Advisors Inc, cutting an estimated $29M.

  • 332 institutional investors held MDU Resources (MDU) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $3.36B of MDU Resources stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 56 funds opened new MDU Resources positions in Q4 2017 and 34 closed out, a net change of +22 holders.
  • The largest MDU Resources buyer in Q4 2017 was Balyasny Asset Management, an estimated $29M added.
  • The largest MDU Resources seller in Q4 2017 was Hennessy Advisors Inc, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2017.