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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $774M invested in MGE Energy Inc in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 39.13% → 39.79% (+0.66%)

1% less funds holding

Funds holding: 153 → 152 (-1)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less capital invested

Capital invested by funds: $855M → $774M (-$81.1M)

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
17
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$3.46M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.63M
4
Goldman Sachs
Goldman Sachs
New York
+$2.32M
5
AIM
Assured Investment Management
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.85M
3
BlackRock
BlackRock
New York
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.51M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$3.39M +$125K +2,200 +4%
Millennium Management
27
Millennium Management
New York
$3.14M +$1.05M +18,498 +49%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$2.99M -$108K -1,894 -3%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.96M +$258K +4,528 +9%
AllianceBernstein
30
AllianceBernstein
Tennessee
$2.61M -$154K -2,700 -5%
Legal & General Group
31
Legal & General Group
United Kingdom
$2.43M +$261K +4,590 +12%
Invesco
32
Invesco
Georgia
$2.43M +$441K +7,748 +22%
MAM
33
Martingale Asset Management
Massachusetts
$2.4M -$660K -11,600 -21%
HAI
34
Hennessy Advisors Inc
California
$2.31M -$285K -5,000 -11%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$2.21M – – –
US Bancorp
36
US Bancorp
Minnesota
$2.19M +$74.7K +1,313 +3%
TA
37
Teton Advisors
New York
$2.02M – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.91M -$189K -3,327 -9%
CS
39
Credit Suisse
Switzerland
$1.85M +$178K +3,129 +10%
OC
40
Oarsman Capital
Wisconsin
$1.78M -$11.4K -200 -0.6%
AG
41
Aperio Group
California
$1.73M +$123K +2,163 +8%
UBS AM
42
UBS AM
Illinois
$1.5M +$31.1K +546 +2%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.47M -$29.7K -522 -2%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$1.3M -$20.2K -355 -2%
UBS Group
45
UBS Group
Switzerland
$1.29M -$277K -4,874 -18%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.28M -$844K -14,824 -39%
AIG
47
American International Group
New York
$1.25M -$68.4K -1,202 -5%
AIM
48
Assured Investment Management
New York
$1.17M +$1.19M +20,828 New
ZCM
49
Zebra Capital Management
Connecticut
$1.09M +$96.3K +1,692 +10%
NSIM
50
North Star Investment Management
Illinois
$1.06M – – –
1
2
3 4 5

MGEE Hedge Fund Activity: Q1 2018 in Review

152 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2018, worth a combined $774M — down 9.5% from $855M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MGEE and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $1.88M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q1 2018, down from 153 in Q4 2017.
  • Funds reported $774M of MGE Energy Inc stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2018 was Renaissance Technologies, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q1 2018 was State Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2018.