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MGE Energy Inc

153 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $555K | Put options by funds: $164K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 145153 (+8)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.81% more ownership

Funds ownership: 38.32%39.13% (+0.81%)

0% less capital invested

Capital invested by funds: $858M → $855M (-$2.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
46
Reduced
44
Closed
13
Calls
$555K
Puts
$164K
Net Calls
+$391K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$3.43M -$2.78M -42,801 -44%
Bank of America
27
Bank of America
North Carolina
$3.29M +$405K +6,232 +14%
AllianceBernstein
28
AllianceBernstein
Tennessee
$3.1M -$2.32M -35,690 -42%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$3.04M -$406K -6,240 -11%
HAI
30
Hennessy Advisors Inc
California
$2.92M -$127K -1,950 -4%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$2.55M +$2.35M +36,092 +830%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.48M +$84.6K +1,300 +3%
Legal & General Group
33
Legal & General Group
United Kingdom
$2.44M +$215K +3,311 +9%
US Bancorp
34
US Bancorp
Minnesota
$2.38M +$170K +2,610 +7%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.38M +$103K +1,591 +4%
Millennium Management
36
Millennium Management
New York
$2.36M +$1.81M +27,800 +288%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$2.36M +$276K +4,237 +13%
TA
38
Teton Advisors
New York
$2.27M
Invesco
39
Invesco
Georgia
$2.24M -$1.09M -16,716 -32%
OC
40
Oarsman Capital
Wisconsin
$2.01M -$50.4K -775 -2%
Goldman Sachs
41
Goldman Sachs
New York
$1.98M -$362K -5,560 -15%
CS
42
Credit Suisse
Switzerland
$1.89M -$860K -13,220 -31%
AG
43
Aperio Group
California
$1.81M -$137K -2,101 -7%
UBS Group
44
UBS Group
Switzerland
$1.76M -$825K -12,678 -31%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.68M +$10.1K +155 +0.6%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.66M -$33.5K -515 -2%
UBS AM
47
UBS AM
Illinois
$1.65M +$51.4K +790 +3%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$1.49M -$476K -7,315 -24%
AIG
49
American International Group
New York
$1.49M +$7.16K +110 +0.5%
NSIM
50
North Star Investment Management
Illinois
$1.2M

MGEE Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2017, worth a combined $855M — down 0.31% from $858M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 13 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.17M. The largest seller was Martingale Asset Management, cutting an estimated $2.78M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2017, down 0.31% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2017 and 13 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2017 was Victory Capital Management, an estimated $5.17M added.
  • The largest MGE Energy Inc seller in Q4 2017 was Martingale Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.