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MDU Resources

359 hedge funds and large institutions have $3.46B invested in MDU Resources in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

10% more capital invested

Capital invested by funds: $3.14B → $3.46B (+$321M)

2.25% more ownership

Funds ownership: 176.8%179.05% (+2.3%)

1% more funds holding

Funds holding: 356359 (+3)

0% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 118

18% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $4.15M

Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
7.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
118
Reduced
118
Closed
48
Calls
$3.4M
Puts
$4.15M
Net Calls
-$746K
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M -$2.14M -220,526 -0.4%
BlackRock
2
BlackRock
New York
$489M +$14M +1,438,787 +3%
State Street
3
State Street
Massachusetts
$372M +$49.3M +5,079,489 +16%
Parnassus Investments
4
Parnassus Investments
California
$228M -$9.99M -1,029,084 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$78.8M +$2.42M +249,402 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$77.1M -$8.2M -844,722 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$73.8M +$40.8M +4,199,277 +127%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$66.8M +$36.4M +3,752,423 +123%
Citadel Advisors
9
Citadel Advisors
Florida
$61.9M +$6.44M +662,823 +12%
Prudential Financial
10
Prudential Financial
New Jersey
$57.9M -$7.42M -763,755 -11%
FCM
11
Frontier Capital Management
Massachusetts
$57.8M +$2.11M +217,560 +4%
Norges Bank
12
Norges Bank
Norway
$56.3M
Invesco
13
Invesco
Georgia
$54.9M +$8.42M +867,286 +18%
US Bancorp
14
US Bancorp
Minnesota
$52.9M -$358K -36,840 -0.7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52.3M +$2.37M +244,229 +5%
Federated Hermes
16
Federated Hermes
Pennsylvania
$45.6M -$74.4K -7,664 -0.2%
First Trust Advisors
17
First Trust Advisors
Illinois
$43.6M +$3.7M +380,573 +9%
Northern Trust
18
Northern Trust
Illinois
$40.6M -$1.3M -134,035 -3%
ORIO
19
Old Republic International (ORI)
Illinois
$36.8M +$2.9M +298,492 +9%
Wells Fargo
20
Wells Fargo
California
$32.7M -$8.07M -831,622 -20%
Charles Schwab
21
Charles Schwab
California
$31.1M -$1.21M -124,714 -4%
AQR Capital Management
22
AQR Capital Management
Connecticut
$23.9M -$4.77M -490,765 -17%
Legal & General Group
23
Legal & General Group
United Kingdom
$23.6M -$2.43M -250,302 -9%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.5M +$147K +15,104 +0.7%
Goldman Sachs
25
Goldman Sachs
New York
$22.4M +$303K +31,172 +1%

MDU Hedge Fund Activity: Q1 2019 in Review

359 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2019, worth a combined $3.46B — up 10% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MDU positions and 48 closed out — a net gain of 5 holders — while 118 added to existing stakes and 118 trimmed.

The largest buyer was State Street, adding an estimated $49.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $25M sold.

  • 359 institutional investors held MDU Resources (MDU) as of Q1 2019, up from 356 in Q4 2018.
  • Funds reported $3.46B of MDU Resources stock for Q1 2019, up 10% quarter-over-quarter.
  • 53 funds opened new MDU Resources positions in Q1 2019 and 48 closed out, a net change of +5 holders.
  • The largest MDU Resources buyer in Q1 2019 was State Street, an estimated $49.3M added.
  • The largest MDU Resources seller in Q1 2019 was Balyasny Asset Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2019.