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MDU Resources

354 hedge funds and large institutions have $3.33B invested in MDU Resources in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

886% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $349K

28% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 107

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

1% more funds holding

Funds holding: 350354 (+4)

0.68% more ownership

Funds ownership: 171.96%172.63% (+0.68%)

9% less capital invested

Capital invested by funds: $3.66B → $3.33B (-$334M)

Holders
354
Holders Change
+4
Holders Change %
+1.14%
% of All Funds
8.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
137
Reduced
107
Closed
36
Calls
$3.44M
Puts
$349K
Net Calls
+$3.09M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$543M +$14.7M +1,377,005 +3%
BlackRock
2
BlackRock
New York
$454M +$7.31M +683,594 +1%
Parnassus Investments
3
Parnassus Investments
California
$362M -$49.7M -4,648,064 -11%
State Street
4
State Street
Massachusetts
$278M -$27.2M -2,539,940 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$91.3M -$13.4M -1,254,766 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65.9M +$13.8M +1,291,048 +24%
Prudential Financial
7
Prudential Financial
New Jersey
$61.6M +$2M +187,090 +3%
Norges Bank
8
Norges Bank
Norway
$56M +$2.7M +252,661 +5%
US Bancorp
9
US Bancorp
Minnesota
$53M -$292K -27,272 -0.5%
Citadel Advisors
10
Citadel Advisors
Florida
$47.1M +$2.99M +279,670 +6%
FCM
11
Frontier Capital Management
Massachusetts
$45.9M +$4.19M +392,045 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$44.4M +$11.1M +1,035,741 +30%
Federated Hermes
13
Federated Hermes
Pennsylvania
$42M +$42.9M +4,006,272 +1,369%
Invesco
14
Invesco
Georgia
$39.5M +$3.71M +346,692 +9%
Northern Trust
15
Northern Trust
Illinois
$39.1M -$40.9K -3,824 -0.1%
ORIO
16
Old Republic International (ORI)
Illinois
$33.4M
Ameriprise
17
Ameriprise
Minnesota
$32.7M -$140K -13,081 -0.8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$32.7M -$896K -83,770 -2%
JIM
19
Jupiter Investment Management
United Kingdom
$32.5M +$25.5M +2,386,857 +253%
Wells Fargo
20
Wells Fargo
California
$31.6M +$4.39M +409,939 +15%
Charles Schwab
21
Charles Schwab
California
$31.2M +$2.13M +198,835 +7%
Goldman Sachs
22
Goldman Sachs
New York
$30.9M -$1.92M -179,882 -5%
First Trust Advisors
23
First Trust Advisors
Illinois
$30.8M +$6.16M +575,492 +22%
Millennium Management
24
Millennium Management
New York
$29.4M +$6.25M +584,000 +24%
Legal & General Group
25
Legal & General Group
United Kingdom
$24.9M +$731K +68,320 +3%

MDU Hedge Fund Activity: Q3 2018 in Review

354 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2018, worth a combined $3.33B — down 9.1% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MDU positions and 36 closed out — a net gain of 8 holders — while 137 added to existing stakes and 107 trimmed.

The largest buyer was Federated Hermes, adding an estimated $42.9M. The largest seller was Parnassus Investments, cutting an estimated $49.7M.

  • 354 institutional investors held MDU Resources (MDU) as of Q3 2018, up from 350 in Q2 2018.
  • Funds reported $3.33B of MDU Resources stock for Q3 2018, down 9.1% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest MDU Resources buyer in Q3 2018 was Federated Hermes, an estimated $42.9M added.
  • The largest MDU Resources seller in Q3 2018 was Parnassus Investments, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.