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MDU Resources

350 hedge funds and large institutions have $3.66B invested in MDU Resources in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,768% more call options, than puts

Call options by funds: $803K | Put options by funds: $28K

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

6% more funds holding

Funds holding: 331350 (+19)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.6B → $3.66B (+$60M)

0.28% less ownership

Funds ownership: 172.24%171.96% (-0.28%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
8.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
117
Reduced
111
Closed
27
Calls
$803K
Puts
$28K
Net Calls
+$775K
Net Calls Change
+$333K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M +$15.6M +1,465,572 +3%
BlackRock
2
BlackRock
New York
$499M +$7.79M +730,256 +2%
Parnassus Investments
3
Parnassus Investments
California
$455M +$430K +40,326 +0.1%
State Street
4
State Street
Massachusetts
$338M -$30.6M -2,869,762 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$116M -$2.16M -202,677 -2%
Prudential Financial
6
Prudential Financial
New Jersey
$66.7M +$4.16M +389,691 +7%
Norges Bank
7
Norges Bank
Norway
$59.8M +$6.85M +642,586 +13%
US Bancorp
8
US Bancorp
Minnesota
$59.5M +$191K +17,949 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$59.4M +$2M +187,111 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$49.6M -$7.12M -667,218 -13%
FCM
11
Frontier Capital Management
Massachusetts
$47M -$1.73M -162,056 -4%
HIM
12
Hermes Investment Management
United Kingdom
$43.9M +$612K +57,368 +1%
Northern Trust
13
Northern Trust
Illinois
$43.7M -$539K -50,562 -1%
Invesco
14
Invesco
Georgia
$40.3M -$4.63M -434,436 -11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$38.3M +$9.55M +895,452 +34%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$37.4M -$23M -2,155,267 -39%
ORIO
17
Old Republic International (ORI)
Illinois
$37.3M
Goldman Sachs
18
Goldman Sachs
New York
$36.5M -$13.9M -1,303,121 -28%
Charles Schwab
19
Charles Schwab
California
$32.6M +$1.57M +147,634 +5%
Wells Fargo
20
Wells Fargo
California
$30.8M +$4.93M +462,244 +20%
First Trust Advisors
21
First Trust Advisors
Illinois
$28.1M -$817K -76,603 -3%
DZ Bank
22
DZ Bank
Germany
$27.2M -$1.53M -143,507 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$27.1M +$21.7K +2,030 +0.1%
Millennium Management
24
Millennium Management
New York
$26.5M +$4.38M +410,155 +20%
Principal Financial Group
25
Principal Financial Group
Iowa
$24.9M +$254K +23,803 +1%

MDU Hedge Fund Activity: Q2 2018 in Review

350 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2018, worth a combined $3.66B — up 1.7% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDU positions and 27 closed out — a net gain of 23 holders — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $16.8M. The largest seller was State Street, cutting an estimated $30.6M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2018, up from 331 in Q1 2018.
  • Funds reported $3.66B of MDU Resources stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 50 funds opened new MDU Resources positions in Q2 2018 and 27 closed out, a net change of +23 holders.
  • The largest MDU Resources buyer in Q2 2018 was Adage Capital Partners, an estimated $16.8M added.
  • The largest MDU Resources seller in Q2 2018 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2018.