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MDU Resources

350 hedge funds and large institutions have $3.15B invested in MDU Resources in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

4% more funds holding

Funds holding: 337350 (+13)

1.96% more ownership

Funds ownership: 181.51%183.48% (+2%)

3% more capital invested

Capital invested by funds: $3.07B → $3.15B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.46M

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
7.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
117
Reduced
117
Closed
31
Calls
$1.81M
Puts
$2.46M
Net Calls
-$653K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M -$39.3M -4,584,284 -8%
BlackRock
2
BlackRock
New York
$384M -$36.7M -4,273,892 -9%
State Street
3
State Street
Massachusetts
$321M +$29.9M +3,478,030 +10%
LSV Asset Management
4
LSV Asset Management
Illinois
$129M +$41.6M +4,847,891 +48%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$77.3M -$4.28M -498,902 -5%
Parnassus Investments
6
Parnassus Investments
California
$71M +$1.61M +187,414 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$65.5M +$8.07M +940,374 +14%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$64.6M -$28.8M -3,358,527 -31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$63.7M -$2.07M -240,700 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$63.7M -$1.13M -132,202 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$57.5M +$6.22M +724,199 +12%
AQR Capital Management
12
AQR Capital Management
Connecticut
$50.7M +$10.4M +1,211,094 +25%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$45.4M +$45.6M +5,307,687 New
Norges Bank
14
Norges Bank
Norway
$45.3M -$4.3M -501,266 -9%
US Bancorp
15
US Bancorp
Minnesota
$43.7M -$844K -98,292 -2%
FCM
16
Frontier Capital Management
Massachusetts
$43.3M +$1.44M +167,235 +3%
Prudential Financial
17
Prudential Financial
New Jersey
$41.3M +$2.97M +345,599 +8%
Goldman Sachs
18
Goldman Sachs
New York
$38.9M +$24M +2,793,406 +159%
Northern Trust
19
Northern Trust
Illinois
$38.4M -$1.64M -191,613 -4%
ORIO
20
Old Republic International (ORI)
Illinois
$34.6M
Charles Schwab
21
Charles Schwab
California
$34.1M -$308K -35,848 -0.9%
JAM
22
Jupiter Asset Management
United Kingdom
$33M +$33.2M +3,862,854 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$29.3M -$540K -62,878 -2%
Lazard Asset Management
24
Lazard Asset Management
New York
$28.8M +$23.1M +2,692,034 +398%
DZ Bank
25
DZ Bank
Germany
$28.4M +$25.5M +2,965,703 +834%

MDU Hedge Fund Activity: Q3 2020 in Review

350 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2020, worth a combined $3.15B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MDU positions and 31 closed out — a net gain of 16 holders — while 117 added to existing stakes and 117 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Vanguard Group, cutting an estimated $39.3M.

  • 350 institutional investors held MDU Resources (MDU) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $3.15B of MDU Resources stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 47 funds opened new MDU Resources positions in Q3 2020 and 31 closed out, a net change of +16 holders.
  • The largest MDU Resources buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $45.6M added.
  • The largest MDU Resources seller in Q3 2020 was Vanguard Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2020.