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MGE Energy Inc
MGEE

124 hedge funds and large institutions have $424M invested in MGE Energy Inc in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 126 → 124 (-2)

10% less capital invested

Capital invested by funds: $468M → $424M (-$44.6M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
3.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
49
Closed
13
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
-$702K

Top Buyers

Rank Fund Capital Flow
1
PRCM
Pine River Capital Management
Minnesota
+$2.14M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.46M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$993K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$729K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$541K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$13.1M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
BFA
BlackRock Fund Advisors
California
-$1.58M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.48M
5
BIT
BlackRock Institutional Trust
California
-$948K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$2.38M +$25.9K +663 +1%
ClearBridge Investments
27
ClearBridge Investments
New York
$2.32M – – –
HAI
28
Hennessy Advisors Inc
California
$2.22M +$215K +5,500 +10%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.04M – – –
PRCM
30
Pine River Capital Management
Minnesota
$2.04M +$2.14M +54,664 New
Renaissance Technologies
31
Renaissance Technologies
New York
$1.94M +$54.5K +1,395 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.86M -$37.6K -962 -2%
MAM
33
Martingale Asset Management
Massachusetts
$1.79M -$19.5K -500 -1%
SAM
34
Shell Asset Management
Netherlands
$1.78M +$174K +4,460 +10%
ZCM
35
Zebra Capital Management
Connecticut
$1.77M +$66.6K +1,704 +4%
TA
36
Teton Advisors
New York
$1.64M -$9.77K -250 -0.6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.43M -$39.1K -1,000 -3%
NFA
38
Nationwide Fund Advisors
Ohio
$1.43M -$1.45K -37 -0.1%
OC
39
Oarsman Capital
Wisconsin
$1.37M -$19.5K -500 -1%
Invesco
40
Invesco
Georgia
$1.37M +$43.5K +1,114 +3%
US Bancorp
41
US Bancorp
Minnesota
$1.25M +$72.4K +1,852 +6%
NSIM
42
North Star Investment Management
Illinois
$1.21M +$221K +5,663 +21%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$1.04M -$1.48M -37,962 -58%
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$1M -$44.9K -1,150 -4%
CS
45
Credit Suisse
Switzerland
$1M -$449K -11,480 -30%
U
46
UBS
Switzerland
$983K -$324K -8,298 -24%
AG
47
Aperio Group
California
$970K -$65.4K -1,673 -6%
AIG
48
American International Group
New York
$950K +$4.81K +123 +0.5%
BG
49
BlackRock Group
United Kingdom
$944K -$11.6K -296 -1%
Deutsche Bank
50
Deutsche Bank
Germany
$871K -$112K -2,869 -11%
1
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MGEE Hedge Fund Activity: Q3 2014 in Review

124 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2014, worth a combined $424M — down 9.5% from $468M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MGEE and 11 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Pine River Capital Management, opening a new position worth an estimated $2.14M. The largest seller was Norges Bank, cutting an estimated $13.1M.

  • 124 institutional investors held MGE Energy Inc (MGEE) as of Q3 2014, down from 126 in Q2 2014.
  • Funds reported $424M of MGE Energy Inc stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 11 funds opened new MGE Energy Inc positions in Q3 2014 and 13 closed out, a net change of -2 holders.
  • The largest MGE Energy Inc buyer in Q3 2014 was Pine River Capital Management, an estimated $2.14M added.
  • The largest MGE Energy Inc seller in Q3 2014 was Norges Bank, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2014.