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MGE Energy Inc
MGEE

127 hedge funds and large institutions have $479M invested in MGE Energy Inc in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $439M → $479M (+$39.9M)

2% more funds holding

Funds holding: 124 → 127 (+3)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$11.8M
2
STCG
Speece Thorson Capital Group
Minnesota
+$2.94M
3
Millennium Management
Millennium Management
New York
+$2.87M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.03M
5
Citadel Advisors
Citadel Advisors
Florida
+$925K

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$4.18M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.37M
3
First Trust Advisors
First Trust Advisors
Illinois
-$938K
4
TCIM
TIAA CREF Investment Management
New York
-$871K
5
Ameriprise
Ameriprise
Minnesota
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.49M -$118K -2,982 -5%
HAI
27
Hennessy Advisors Inc
California
$2.43M -$386K -9,769 -14%
AllianceBernstein
28
AllianceBernstein
Tennessee
$2.26M -$30.4K -770 -1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2M -$42.5K -1,075 -2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.91M +$241K +6,100 +15%
TA
31
Teton Advisors
New York
$1.81M – – –
SAM
32
Shell Asset Management
Netherlands
$1.78M +$88K +2,228 +5%
NFA
33
Nationwide Fund Advisors
Ohio
$1.67M -$19K -481 -1%
NI
34
Numeric Investors
Massachusetts
$1.63M +$122K +3,100 +8%
ZCM
35
Zebra Capital Management
Connecticut
$1.63M +$712K +18,029 +84%
MAM
36
Martingale Asset Management
Massachusetts
$1.63M -$660K -16,709 -30%
OC
37
Oarsman Capital
Wisconsin
$1.59M +$10.3K +260 +0.7%
Invesco
38
Invesco
Georgia
$1.53M +$53.8K +1,361 +4%
UBS Group
39
UBS Group
Switzerland
$1.52M -$113K -2,857 -7%
NSIM
40
North Star Investment Management
Illinois
$1.35M +$129K +3,275 +11%
US Bancorp
41
US Bancorp
Minnesota
$1.33M -$103K -2,605 -7%
ClearBridge Investments
42
ClearBridge Investments
New York
$1.31M -$12.4K -315 -1%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$1.3M -$439K -11,118 -26%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$1.29M +$430K +10,882 +53%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.25M +$167K +4,215 +16%
PP
46
PDT Partners
New York
$1.23M -$260K -6,581 -18%
BG
47
BlackRock Group
United Kingdom
$1.23M +$79.6K +2,015 +7%
Wells Fargo
48
Wells Fargo
California
$1.03M -$185K -4,673 -16%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M -$30.1K -762 -3%
UBS AM
50
UBS AM
Illinois
$1M +$288K +7,284 +43%
1
2
3 4 5

MGEE Hedge Fund Activity: Q3 2015 in Review

127 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2015, worth a combined $479M — up 9.1% from $439M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MGEE positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $11.8M. The largest seller was Prudential Financial, exiting entirely with an estimated $4.18M sold.

  • 127 institutional investors held MGE Energy Inc (MGEE) as of Q3 2015, up from 124 in Q2 2015.
  • Funds reported $479M of MGE Energy Inc stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2015 was Silvercrest Asset Management, an estimated $11.8M added.
  • The largest MGE Energy Inc seller in Q3 2015 was Prudential Financial, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2015.