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MGE Energy Inc
MGEE

147 hedge funds and large institutions have $640M invested in MGE Energy Inc in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $261K

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $562M → $640M (+$78.6M)

12% more funds holding

Funds holding: 131 → 147 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
51
Reduced
42
Closed
9
Calls
$1.58M
Puts
$261K
Net Calls
+$1.32M
Net Calls Change
+$486K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$10.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.08M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.08M
5
GAM
Gotham Asset Management
New York
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.3M
2
BFA
BlackRock Fund Advisors
California
-$2.44M
3
QI
QS Investors
New York
-$1.16M
4
ClearBridge Investments
ClearBridge Investments
New York
-$997K
5
MAM
Martingale Asset Management
Massachusetts
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$2.82M +$565K +11,471 +27%
HAI
27
Hennessy Advisors Inc
California
$2.46M – – –
ClearBridge Investments
28
ClearBridge Investments
New York
$2.35M -$997K -20,234 -31%
SAM
29
Shell Asset Management
Netherlands
$2.22M -$125K -2,533 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$2.1M -$203K -4,119 -9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.05M +$152K +3,094 +9%
GAM
32
Gotham Asset Management
New York
$1.99M +$1.87M +38,030 New
TA
33
Teton Advisors
New York
$1.99M -$295K -6,000 -14%
Morgan Stanley
34
Morgan Stanley
New York
$1.97M -$263K -5,339 -12%
OC
35
Oarsman Capital
Wisconsin
$1.92M -$40.5K -822 -2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.75M +$29.5K +600 +2%
US Bancorp
37
US Bancorp
Minnesota
$1.72M -$10.9K -222 -0.7%
NFA
38
Nationwide Fund Advisors
Ohio
$1.7M -$419K -8,514 -21%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.66M +$16K +325 +1%
AG
40
Aperio Group
California
$1.64M +$384K +7,791 +33%
Citigroup
41
Citigroup
New York
$1.63M +$1.02M +20,634 +194%
UBS Group
42
UBS Group
Switzerland
$1.62M -$133K -2,707 -8%
Wells Fargo
43
Wells Fargo
California
$1.45M +$56.8K +1,153 +4%
BG
44
BlackRock Group
United Kingdom
$1.41M -$124K -2,520 -9%
UBS AM
45
UBS AM
Illinois
$1.36M -$54.3K -1,103 -4%
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$1.3M +$26.7K +543 +2%
Invesco
47
Invesco
Georgia
$1.28M -$653K -13,266 -35%
AIG
48
American International Group
New York
$1.24M +$9.26K +188 +0.8%
CS
49
Credit Suisse
Switzerland
$1.22M +$419K +8,499 +57%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22M -$2.61K -53 -0.2%
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MGEE Hedge Fund Activity: Q1 2016 in Review

147 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2016, worth a combined $640M — up 14% from $562M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MGEE positions and 9 closed out — a net gain of 18 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.6M. The largest seller was Ameriprise, cutting an estimated $5.3M.

  • 147 institutional investors held MGE Energy Inc (MGEE) as of Q1 2016, up from 131 in Q4 2015.
  • Funds reported $640M of MGE Energy Inc stock for Q1 2016, up 14% quarter-over-quarter.
  • 27 funds opened new MGE Energy Inc positions in Q1 2016 and 9 closed out, a net change of +18 holders.
  • The largest MGE Energy Inc buyer in Q1 2016 was Victory Capital Management, an estimated $10.6M added.
  • The largest MGE Energy Inc seller in Q1 2016 was Ameriprise, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2016.