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MGE Energy Inc
MGEE

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26% → 38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154 → 145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$357K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$20M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$3.87M
4
SAM
Silvercrest Asset Management
New York
+$2.77M
5
BlackRock
BlackRock
New York
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.34M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.36M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.33M
5
MWNA
Marshall Wace North America
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$3.54M +$172K +2,661 +5%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$3.51M -$489K -7,555 -12%
Invesco
28
Invesco
Georgia
$3.38M -$72.9K -1,127 -2%
HAI
29
Hennessy Advisors Inc
California
$3.11M -$32.4K -500 -1%
Bank of America
30
Bank of America
North Carolina
$2.96M +$37.7K +582 +1%
Deutsche Bank
31
Deutsche Bank
Germany
$2.83M -$1.33M -20,493 -32%
CS
32
Credit Suisse
Switzerland
$2.79M +$1.56M +24,114 +127%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$2.73M -$1.14M -17,619 -29%
UBS Group
34
UBS Group
Switzerland
$2.62M +$509K +7,867 +24%
Bessemer Group
35
Bessemer Group
New Jersey
$2.6M +$45.3K +700 +2%
ZCM
36
Zebra Capital Management
Connecticut
$2.6M -$4.72K -73 -0.2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.46M – – –
Goldman Sachs
38
Goldman Sachs
New York
$2.39M +$74.1K +1,145 +3%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.33M +$173K +2,679 +8%
TA
40
Teton Advisors
New York
$2.33M – – –
Legal & General Group
41
Legal & General Group
United Kingdom
$2.29M +$242K +3,741 +12%
US Bancorp
42
US Bancorp
Minnesota
$2.27M +$93.5K +1,445 +4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.14M -$45.1K -697 -2%
OC
44
Oarsman Capital
Wisconsin
$2.11M +$13.3K +205 +0.6%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$2M +$402K +6,210 +25%
AG
46
Aperio Group
California
$1.99M -$207K -3,206 -9%
NFA
47
Nationwide Fund Advisors
Ohio
$1.9M -$40.8K -630 -2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.73M +$127K +1,956 +8%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.71M -$29.4K -455 -2%
UBS AM
50
UBS AM
Illinois
$1.64M +$31.7K +490 +2%
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MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.