We are live on ! Find out more
MDU icon

MDU Resources

350 hedge funds and large institutions have $3.58B invested in MDU Resources in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 129 increasing their positions, 108 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 108

4.19% more ownership

Funds ownership: 179.05%183.24% (+4.2%)

3% more capital invested

Capital invested by funds: $3.46B → $3.58B (+$119M)

8% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 48

3% less funds holding

Funds holding: 359350 (-9)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
129
Reduced
108
Closed
48
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$548M +$59.2M +6,082,419 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525M -$26.2M -2,689,078 -5%
State Street
3
State Street
Massachusetts
$397M +$25M +2,569,595 +7%
First Trust Advisors
4
First Trust Advisors
Illinois
$85.9M +$42.1M +4,322,655 +97%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$78.2M -$592K -60,779 -0.8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$77.2M +$127K +13,007 +0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$76.2M +$2.54M +261,166 +3%
Citadel Advisors
8
Citadel Advisors
Florida
$75.9M +$14M +1,433,411 +23%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$72.7M +$5.86M +601,757 +9%
Norges Bank
10
Norges Bank
Norway
$65.5M +$9.14M +938,046 +16%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$64.5M +$64M +6,574,713 New
Invesco
12
Invesco
Georgia
$61.4M +$6.54M +671,134 +12%
FCM
13
Frontier Capital Management
Massachusetts
$54M -$3.73M -382,656 -7%
Parnassus Investments
14
Parnassus Investments
California
$53.4M -$173M -17,796,527 -77%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52.7M +$514K +52,774 +1%
US Bancorp
16
US Bancorp
Minnesota
$52.7M -$135K -13,817 -0.3%
Federated Hermes
17
Federated Hermes
Pennsylvania
$44.4M -$1.08M -111,257 -2%
Prudential Financial
18
Prudential Financial
New Jersey
$43.5M -$14.3M -1,463,310 -25%
N
19
Nuveen
North Carolina
$42.3M +$42M +4,309,124 New
Northern Trust
20
Northern Trust
Illinois
$40.6M +$40.6K +4,171 +0.1%
ORIO
21
Old Republic International (ORI)
Illinois
$36.7M
Two Sigma Investments
22
Two Sigma Investments
New York
$34.1M +$13.3M +1,369,728 +65%
Charles Schwab
23
Charles Schwab
California
$31.4M +$349K +35,884 +1%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$29M +$12.4M +1,271,287 +75%
Wells Fargo
25
Wells Fargo
California
$28.8M -$3.83M -393,208 -12%

MDU Hedge Fund Activity: Q2 2019 in Review

350 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2019, worth a combined $3.58B — up 3.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MDU and 44 opened new positions — a net loss of 4 holders — while 108 trimmed existing stakes and 129 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $64M. The largest seller was Parnassus Investments, cutting an estimated $173M.

  • 350 institutional investors held MDU Resources (MDU) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.58B of MDU Resources stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 44 funds opened new MDU Resources positions in Q2 2019 and 48 closed out, a net change of -4 holders.
  • The largest MDU Resources buyer in Q2 2019 was Adage Capital Partners, an estimated $64M added.
  • The largest MDU Resources seller in Q2 2019 was Parnassus Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.