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MGE Energy Inc
MGEE

111 hedge funds and large institutions have $437M invested in MGE Energy Inc in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $446K | Put options by funds: $58K

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $417M → $437M (+$19.7M)

2% less funds holding

Funds holding: 113 → 111 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
34
Closed
12
Calls
$446K
Puts
$58K
Net Calls
+$388K
Net Calls Change
+$377K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$4.15M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.21M
3
IG
ING Group
Netherlands
+$2.64M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$846K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$843K

Top Sellers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
-$4.4M
2
Goldman Sachs
Goldman Sachs
New York
-$3.49M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.1M
4
Ameriprise
Ameriprise
Minnesota
-$2.23M
5
AG
Aperio Group
California
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.63M -$3.49M -94,081 -58%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$2.42M +$16.7K +450 +0.7%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.35M +$46.4K +1,251 +2%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.21M – – –
MAM
30
Magellan Asset Management
Australia
$2M +$19.3K +522 +1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.92M +$40.7K +1,099 +2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.92M +$106K +2,866 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.82M -$189K -5,100 -10%
TA
34
Teton Advisors
New York
$1.7M – – –
SAM
35
Shell Asset Management
Netherlands
$1.69M +$264K +7,126 +19%
CS
36
Credit Suisse
Switzerland
$1.66M +$453K +12,220 +40%
HAI
37
Hennessy Advisors Inc
California
$1.61M +$212K +5,721 +16%
NFA
38
Nationwide Fund Advisors
Ohio
$1.52M -$49K -1,323 -3%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.43M – – –
ZCM
40
Zebra Capital Management
Connecticut
$1.37M +$5.59K +151 +0.4%
OC
41
Oarsman Capital
Wisconsin
$1.33M +$8.34K +225 +0.7%
U
42
UBS
Switzerland
$1.25M +$758K +20,467 +171%
SFM
43
Systematic Financial Management
New Jersey
$1.25M -$4.4M -118,872 -79%
US Bancorp
44
US Bancorp
Minnesota
$1.25M +$39.7K +1,071 +3%
BG
45
BlackRock Group
United Kingdom
$1.24M +$85K +2,295 +8%
Deutsche Bank
46
Deutsche Bank
Germany
$1.23M -$3.1M -83,673 -72%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.18M +$128K +3,450 +13%
Invesco
48
Invesco
Georgia
$1.1M -$451K -12,168 -30%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$1.09M – – –
AG
50
Aperio Group
California
$1.06M -$1.38M -37,257 Closed
1
2
3 4 5

MGEE Hedge Fund Activity: Q4 2013 in Review

111 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2013, worth a combined $437M — up 4.7% from $417M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MGEE and 10 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 43 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $4.15M. The largest seller was Systematic Financial Management, cutting an estimated $4.4M.

  • 111 institutional investors held MGE Energy Inc (MGEE) as of Q4 2013, down from 113 in Q3 2013.
  • Funds reported $437M of MGE Energy Inc stock for Q4 2013, up 4.7% quarter-over-quarter.
  • 10 funds opened new MGE Energy Inc positions in Q4 2013 and 12 closed out, a net change of -2 holders.
  • The largest MGE Energy Inc buyer in Q4 2013 was Silvercrest Asset Management, an estimated $4.15M added.
  • The largest MGE Energy Inc seller in Q4 2013 was Systematic Financial Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2013.