We are live on ! Find out more
MDU icon

MDU Resources

353 hedge funds and large institutions have $3.01B invested in MDU Resources in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

890% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $812K

3.65% more ownership

Funds ownership: 180.24%183.89% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 123

7% less funds holding

Funds holding: 381353 (-28)

26% less capital invested

Capital invested by funds: $4.08B → $3.01B (-$1.07B)

39% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 66

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
353
Holders Change
-28
Holders Change %
-7.35%
% of All Funds
7.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
130
Reduced
123
Closed
66
Calls
$8.04M
Puts
$812K
Net Calls
+$7.23M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$462M +$15.3M +1,454,818 +3%
BlackRock
2
BlackRock
New York
$422M -$11.8M -1,118,354 -2%
State Street
3
State Street
Massachusetts
$282M -$20.3M -1,931,932 -5%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$98.6M +$25.5M +2,420,577 +25%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$83.1M +$24.6M +2,332,479 +30%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$64.8M +$722K +68,577 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$62.7M +$3.8M +360,655 +5%
Parnassus Investments
8
Parnassus Investments
California
$56.1M -$14.1M -1,335,889 -16%
Invesco
9
Invesco
Georgia
$55.1M -$6.16M -584,937 -8%
Norges Bank
10
Norges Bank
Norway
$47.9M -$7.7M -731,497 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.3M +$2.49M +236,240 +4%
AL
12
AJO LP
Pennsylvania
$45.7M +$52.5M +4,989,807 +839%
First Trust Advisors
13
First Trust Advisors
Illinois
$44.6M -$26.1M -2,483,768 -31%
US Bancorp
14
US Bancorp
Minnesota
$43.3M -$424K -40,248 -0.8%
LSV Asset Management
15
LSV Asset Management
Illinois
$39.8M +$51.3M +4,872,988 New
FCM
16
Frontier Capital Management
Massachusetts
$38.6M -$1.62M -153,864 -3%
Northern Trust
17
Northern Trust
Illinois
$37.5M +$4.22M +400,689 +10%
Renaissance Technologies
18
Renaissance Technologies
New York
$37.1M +$13M +1,236,672 +37%
Federated Hermes
19
Federated Hermes
Pennsylvania
$35.1M -$868K -82,454 -2%
ORIO
20
Old Republic International (ORI)
Illinois
$33M +$5.23M +497,048 +14%
N
21
Nuveen
North Carolina
$32.9M +$10.4M +986,820 +33%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$32.5M +$13M +1,236,572 +45%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$29.8M +$6.08M +577,975 +19%
Charles Schwab
24
Charles Schwab
California
$29.4M +$1.68M +159,368 +5%
Prudential Financial
25
Prudential Financial
New Jersey
$28.7M -$15.6M -1,478,154 -30%

MDU Hedge Fund Activity: Q1 2020 in Review

353 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2020, worth a combined $3.01B — down 26% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of MDU and 40 opened new positions — a net loss of 26 holders — while 123 trimmed existing stakes and 130 added.

The largest buyer was AJO LP, adding an estimated $52.5M. The largest seller was Millennium Management, cutting an estimated $46M.

  • 353 institutional investors held MDU Resources (MDU) as of Q1 2020, down from 381 in Q4 2019.
  • Funds reported $3.01B of MDU Resources stock for Q1 2020, down 26% quarter-over-quarter.
  • 40 funds opened new MDU Resources positions in Q1 2020 and 66 closed out, a net change of -26 holders.
  • The largest MDU Resources buyer in Q1 2020 was AJO LP, an estimated $52.5M added.
  • The largest MDU Resources seller in Q1 2020 was Millennium Management, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2020.