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MDU Resources

337 hedge funds and large institutions have $3.07B invested in MDU Resources in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.01B → $3.07B (+$57.5M)

6% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 121

2.38% less ownership

Funds ownership: 183.89%181.51% (-2.4%)

5% less funds holding

Funds holding: 353337 (-16)

14% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.1M

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

Holders
337
Holders Change
-16
Holders Change %
-4.53%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
114
Reduced
121
Closed
52
Calls
$1.79M
Puts
$2.1M
Net Calls
-$303K
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$489M +$12.8M +1,535,958 +3%
BlackRock
2
BlackRock
New York
$415M -$20.8M -2,498,369 -5%
State Street
3
State Street
Massachusetts
$287M -$4.31M -518,534 -2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$92M -$9.52M -1,145,506 -9%
LSV Asset Management
5
LSV Asset Management
Illinois
$85.9M +$44.2M +5,313,624 +109%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$80.4M -$5.22M -627,932 -6%
Parnassus Investments
7
Parnassus Investments
California
$68.5M +$10.4M +1,253,850 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$64.8M +$154K +18,477 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63.9M -$2.88M -346,448 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.7M +$8.82M +1,060,990 +19%
First Trust Advisors
11
First Trust Advisors
Illinois
$50.6M +$4.52M +543,447 +10%
Norges Bank
12
Norges Bank
Norway
$48.9M -$592K -71,262 -1%
US Bancorp
13
US Bancorp
Minnesota
$43.9M -$796K -95,804 -2%
FCM
14
Frontier Capital Management
Massachusetts
$41.3M +$1.44M +172,917 +4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$39.7M +$34.1M +4,099,646 +619%
Northern Trust
16
Northern Trust
Illinois
$39.4M +$740K +89,103 +2%
Prudential Financial
17
Prudential Financial
New Jersey
$37.8M +$8.09M +973,189 +28%
ORIO
18
Old Republic International (ORI)
Illinois
$34.1M
Charles Schwab
19
Charles Schwab
California
$34M +$3.62M +435,825 +12%
JIM
20
Jupiter Investment Management
United Kingdom
$32.6M +$19M +2,291,066 +146%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$32M -$1.49M -179,096 -5%
N
22
Nuveen
North Carolina
$30.7M -$3.16M -380,482 -9%
Federated Hermes
23
Federated Hermes
Pennsylvania
$29.4M -$6.74M -810,620 -19%
Wells Fargo
24
Wells Fargo
California
$25.7M +$6.97M +838,760 +38%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$24.3M -$6.38M -767,482 -21%

MDU Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2020, worth a combined $3.07B — up 1.9% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MDU and 38 opened new positions — a net loss of 14 holders — while 121 trimmed existing stakes and 114 added.

The largest buyer was LSV Asset Management, adding an estimated $44.2M. The largest seller was Invesco, cutting an estimated $39.1M.

  • 337 institutional investors held MDU Resources (MDU) as of Q2 2020, down from 353 in Q1 2020.
  • Funds reported $3.07B of MDU Resources stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 38 funds opened new MDU Resources positions in Q2 2020 and 52 closed out, a net change of -14 holders.
  • The largest MDU Resources buyer in Q2 2020 was LSV Asset Management, an estimated $44.2M added.
  • The largest MDU Resources seller in Q2 2020 was Invesco, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.