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MGE Energy Inc

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45%37.9% (+0.44%)

8% less funds holding

Funds holding: 168155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$4.06M -$19.2K -304 -0.5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$3.7M
Bank of America
28
Bank of America
North Carolina
$3.4M +$160K +2,535 +5%
Prudential Financial
29
Prudential Financial
New Jersey
$3.4M +$2.99M +47,310 +946%
Invesco
30
Invesco
Georgia
$3.36M +$1.37M +21,645 +72%
HAI
31
Hennessy Advisors Inc
California
$3.24M +$22.1K +350 +0.7%
ZCM
32
Zebra Capital Management
Connecticut
$2.68M -$70.3K -1,112 -3%
DCM
33
Dean Capital Management
Kansas
$2.62M +$320K +5,060 +14%
AG
34
Aperio Group
California
$2.55M -$28.8K -455 -1%
Bessemer Group
35
Bessemer Group
New Jersey
$2.55M
UBS Group
36
UBS Group
Switzerland
$2.41M -$119K -1,887 -5%
CS
37
Credit Suisse
Switzerland
$2.35M +$359K +5,683 +19%
TA
38
Teton Advisors
New York
$2.34M
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.28M +$63 +1 +0%
US Bancorp
40
US Bancorp
Minnesota
$2.23M -$128K -2,020 -6%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.23M -$76.9K -1,215 -3%
OC
42
Oarsman Capital
Wisconsin
$2.16M +$1.67M +26,410 +390%
BCM
43
BlueCrest Capital Management
Jersey
$2.11M +$2.05M +32,481 New
Goldman Sachs
44
Goldman Sachs
New York
$2M -$280K -4,420 -13%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$1.96M -$677K -10,704 -26%
NFA
46
Nationwide Fund Advisors
Ohio
$1.88M -$110K -1,738 -6%
Legal & General Group
47
Legal & General Group
United Kingdom
$1.87M +$69K +1,091 +4%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.75M +$207K +3,265 +14%
ACM
49
Americafirst Capital Management
California
$1.75M +$1.71M +27,001 New
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$1.65M -$43.6K -690 -3%

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.