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MGE Energy Inc
MGEE

121 hedge funds and large institutions have $509M invested in MGE Energy Inc in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $424M → $509M (+$85.4M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 124 → 121 (-3)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $379K

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
45
Closed
12
Calls
–
Puts
$379K
Net Calls
-$379K
Net Calls Change
-$62K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5.65M
2
Millennium Management
Millennium Management
New York
+$1.94M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.65M
4
Morgan Stanley
Morgan Stanley
New York
+$1.48M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$12.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.46M
3
ORIO
Old Republic International (ORI)
Illinois
-$3.74M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.68M
5
Northern Trust
Northern Trust
Illinois
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$2.9M +$55.5K +1,281 +2%
HAI
27
Hennessy Advisors Inc
California
$2.79M +$69.3K +1,600 +3%
MAM
28
Martingale Asset Management
Massachusetts
$2.73M +$520K +11,999 +25%
Millennium Management
29
Millennium Management
New York
$2.57M +$1.94M +44,827 +391%
AllianceBernstein
30
AllianceBernstein
Tennessee
$2.5M – – –
PRCM
31
Pine River Capital Management
Minnesota
$2.49M – – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.26M -$11.4K -264 -0.5%
SAM
33
Shell Asset Management
Netherlands
$2.18M – – –
ZCM
34
Zebra Capital Management
Connecticut
$2.17M +$10.6K +245 +0.5%
TA
35
Teton Advisors
New York
$2.01M – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.79M +$39K +900 +2%
Invesco
37
Invesco
Georgia
$1.77M +$94.2K +2,173 +6%
NFA
38
Nationwide Fund Advisors
Ohio
$1.72M -$31.9K -736 -2%
OC
39
Oarsman Capital
Wisconsin
$1.65M -$28.2K -650 -2%
Deutsche Bank
40
Deutsche Bank
Germany
$1.53M +$436K +10,063 +43%
NSIM
41
North Star Investment Management
Illinois
$1.48M – – –
US Bancorp
42
US Bancorp
Minnesota
$1.45M -$71.1K -1,640 -5%
UBS Group
43
UBS Group
Switzerland
$1.37M +$1.3M +29,967 New
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$1.27M – – –
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$1.22M -$14K -324 -1%
BG
46
BlackRock Group
United Kingdom
$1.15M -$4.55K -105 -0.4%
AIG
47
American International Group
New York
$1.15M -$16.4K -379 -1%
CS
48
Credit Suisse
Switzerland
$1.09M -$132K -3,036 -11%
AG
49
Aperio Group
California
$1.05M -$128K -2,949 -11%
Citigroup
50
Citigroup
New York
$994K +$489K +11,296 +108%
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MGEE Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2014, worth a combined $509M — up 20% from $424M a quarter earlier.

Fund positioning in MGEE was balanced in Q4 2014: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.65M. The largest seller was Norges Bank, exiting entirely with an estimated $12.5M sold.

  • 121 institutional investors held MGE Energy Inc (MGEE) as of Q4 2014, down from 124 in Q3 2014.
  • Funds reported $509M of MGE Energy Inc stock for Q4 2014, up 20% quarter-over-quarter.
  • 12 funds opened new MGE Energy Inc positions in Q4 2014 and 12 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $5.65M added.
  • The largest MGE Energy Inc seller in Q4 2014 was Norges Bank, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2014.