We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

126 hedge funds and large institutions have $468M invested in MGE Energy Inc in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 122 → 126 (+4)

4% more capital invested

Capital invested by funds: $451M → $468M (+$17.4M)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
42
Closed
12
Calls
$385K
Puts
–
Net Calls
+$385K
Net Calls Change
-$90K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.02M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$3.63M
2
BFA
BlackRock Fund Advisors
California
-$3.23M
3
MAM
Magellan Asset Management
Australia
-$2.04M
4
Northern Trust
Northern Trust
Illinois
-$1.92M
5
SCM
Sterling Capital Management
North Carolina
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$2.5M +$11.4K +300 +0.5%
ClearBridge Investments
27
ClearBridge Investments
New York
$2.46M +$26.3K +690 +1%
Prudential Financial
28
Prudential Financial
New Jersey
$2.46M +$2.02M +53,069 +578%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.17M -$98.2K -2,576 -4%
HAI
30
Hennessy Advisors Inc
California
$2.13M +$190K +4,999 +10%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$2.01M +$39.4K +1,035 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$2M +$518K +13,599 +37%
MAM
33
Martingale Asset Management
Massachusetts
$1.91M +$786K +20,622 +74%
ZCM
34
Zebra Capital Management
Connecticut
$1.8M -$153K -4,004 -8%
TA
35
Teton Advisors
New York
$1.75M – – –
SAM
36
Shell Asset Management
Netherlands
$1.71M -$19.2K -505 -1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.56M – – –
CS
38
Credit Suisse
Switzerland
$1.52M -$90.4K -2,373 -6%
NFA
39
Nationwide Fund Advisors
Ohio
$1.52M -$22.5K -591 -2%
OC
40
Oarsman Capital
Wisconsin
$1.47M +$100K +2,630 +8%
Invesco
41
Invesco
Georgia
$1.41M +$1.22K +32 +0.1%
U
42
UBS
Switzerland
$1.37M +$110K +2,897 +9%
US Bancorp
43
US Bancorp
Minnesota
$1.25M -$45.7K -1,200 -4%
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$1.11M – – –
Goldman Sachs
45
Goldman Sachs
New York
$1.1M -$555K -14,570 -34%
AG
46
Aperio Group
California
$1.09M -$273K -7,172 -21%
NSIM
47
North Star Investment Management
Illinois
$1.06M – – –
Deutsche Bank
48
Deutsche Bank
Germany
$1.04M -$624K -16,365 -38%
BG
49
BlackRock Group
United Kingdom
$1.01M -$735K -19,289 -43%
AIG
50
American International Group
New York
$1M -$38.8K -1,019 -4%
1
2
3 4 5

MGEE Hedge Fund Activity: Q2 2014 in Review

126 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2014, worth a combined $468M — up 3.9% from $451M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 12 closed out — a net gain of 4 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Norges Bank, adding an estimated $12.8M. The largest seller was Legal & General Group, exiting entirely with an estimated $3.63M sold.

  • 126 institutional investors held MGE Energy Inc (MGEE) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $468M of MGE Energy Inc stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2014 and 12 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q2 2014 was Norges Bank, an estimated $12.8M added.
  • The largest MGE Energy Inc seller in Q2 2014 was Legal & General Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2014.