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MGE Energy Inc
MGEE

113 hedge funds and large institutions have $417M invested in MGE Energy Inc in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

4% more funds holding

Funds holding: 109 → 113 (+4)

1% less capital invested

Capital invested by funds: $422M → $417M (-$4.36M)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
35
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.71M
3
Deutsche Bank
Deutsche Bank
Germany
+$873K
4
Legal & General Group
Legal & General Group
United Kingdom
+$851K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$667K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.66M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.73M
3
U
UBS
Switzerland
-$1.32M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
Bank of America
Bank of America
North Carolina
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$2.58M +$851K +22,777 +47%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$2.27M +$73.1K +1,958 +3%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.17M +$123K +3,302 +6%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.09M +$62.3K +1,669 +3%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.91M +$84K +2,250 +4%
MAM
31
Magellan Asset Management
Australia
$1.88M – – –
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.79M +$487K +13,050 +36%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.71M -$66.7K -1,785 -4%
TA
34
Teton Advisors
New York
$1.61M – – –
NFA
35
Nationwide Fund Advisors
Ohio
$1.49M +$42.2K +1,129 +3%
Invesco
36
Invesco
Georgia
$1.48M +$93.3K +2,498 +7%
WA
37
WFG Advisors
Texas
$1.4M -$81.2K -2,175 -5%
AG
38
Aperio Group
California
$1.35M +$123K +3,294 +10%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.35M -$19.1K -510 -1%
SAM
40
Shell Asset Management
Netherlands
$1.34M – – –
HAI
41
Hennessy Advisors Inc
California
$1.31M – – –
ZCM
42
Zebra Capital Management
Connecticut
$1.29M +$20.1K +537 +2%
OC
43
Oarsman Capital
Wisconsin
$1.25M +$121K +3,240 +10%
US Bancorp
44
US Bancorp
Minnesota
$1.14M -$277K -7,404 -19%
CS
45
Credit Suisse
Switzerland
$1.12M +$233K +6,225 +25%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.09M -$230K -6,150 -17%
BG
47
BlackRock Group
United Kingdom
$1.08M +$32.2K +863 +3%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M – – –
Swiss National Bank
49
Swiss National Bank
Switzerland
$987K -$61.6K -1,650 -6%
NSIM
50
North Star Investment Management
Illinois
$972K +$318K +8,513 +47%
1
2
3 4 5

MGEE Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2013, worth a combined $417M — down 1% from $422M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MGEE positions and 5 closed out — a net gain of 6 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.79M. The largest seller was Ameriprise, cutting an estimated $6.66M.

  • 113 institutional investors held MGE Energy Inc (MGEE) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $417M of MGE Energy Inc stock for Q3 2013, down 1% quarter-over-quarter.
  • 11 funds opened new MGE Energy Inc positions in Q3 2013 and 5 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $4.79M added.
  • The largest MGE Energy Inc seller in Q3 2013 was Ameriprise, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2013.