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MGE Energy Inc

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0%37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$4.19M -$669K -11,200 -15%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$4.1M -$56.8K -951 -1%
Swiss National Bank
28
Swiss National Bank
Switzerland
$3.72M +$71.7K +1,200 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.68M +$2.94M +49,223 +684%
Bank of America
30
Bank of America
North Carolina
$3.25M +$1.89M +31,622 +174%
HAI
31
Hennessy Advisors Inc
California
$3.24M -$29.9K -500 -1%
ZCM
32
Zebra Capital Management
Connecticut
$2.77M -$27.3K -457 -1%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$2.67M
AG
34
Aperio Group
California
$2.59M +$71.8K +1,201 +3%
Bessemer Group
35
Bessemer Group
New Jersey
$2.56M +$400K +6,700 +21%
UBS Group
36
UBS Group
Switzerland
$2.54M +$257K +4,300 +12%
SAM
37
Shell Asset Management
Netherlands
$2.48M -$19.9K -333 -0.9%
US Bancorp
38
US Bancorp
Minnesota
$2.38M +$289K +4,837 +15%
TA
39
Teton Advisors
New York
$2.35M
Goldman Sachs
40
Goldman Sachs
New York
$2.3M +$22.1K +370 +1%
DCM
41
Dean Capital Management
Kansas
$2.3M +$2.11M +35,236 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$2.29M
Deutsche Bank
43
Deutsche Bank
Germany
$2.18M +$888K +14,856 +80%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.11M -$22.8K -381 -1%
ClearBridge Investments
45
ClearBridge Investments
New York
$2.09M
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.01M -$380K -6,363 -17%
NFA
47
Nationwide Fund Advisors
Ohio
$2M -$89.2K -1,492 -5%
CS
48
Credit Suisse
Switzerland
$1.99M -$33.4K -558 -2%
Invesco
49
Invesco
Georgia
$1.97M -$4.56M -76,220 -72%
Citigroup
50
Citigroup
New York
$1.95M +$1.74M +29,143 +4,122%

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.