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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3% → 41.04% (+0.74%)

1% less funds holding

Funds holding: 153 → 152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

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
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$40K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.15M
4
BlackRock
BlackRock
New York
+$2.44M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.81M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.16M
3
GCP
GSA Capital Partners
United Kingdom
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.39M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$3.46M -$1.32M -20,381 -27%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.41M -$259 -4 -0%
Legal & General Group
28
Legal & General Group
United Kingdom
$3.12M – – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$2.9M -$477K -7,355 -14%
Invesco
30
Invesco
Georgia
$2.85M +$12.2K +188 +0.4%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.78M -$64.9K -1,000 -2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.6M +$2.36M +36,405 +864%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$2.51M – – –
MAM
34
Martingale Asset Management
Massachusetts
$2.5M -$234K -3,600 -8%
TA
35
Teton Advisors
New York
$2.3M – – –
HAI
36
Hennessy Advisors Inc
California
$2.25M -$130K -2,000 -5%
UBS AM
37
UBS AM
Illinois
$2.12M +$93.3K +1,438 +5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$2.08M -$83.6K -1,289 -4%
US Bancorp
39
US Bancorp
Minnesota
$2.01M -$32.4K -500 -2%
OC
40
Oarsman Capital
Wisconsin
$1.93M -$85.3K -1,315 -4%
Royal London Asset Management
41
Royal London Asset Management
United Kingdom
$1.79M +$1M +15,426 +122%
AG
42
Aperio Group
California
$1.69M -$9.6K -148 -0.6%
Citadel Advisors
43
Citadel Advisors
Florida
$1.64M +$5.77K +89 +0.3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.58M -$655K -10,103 -29%
UBS Group
45
UBS Group
Switzerland
$1.55M +$238K +3,664 +18%
Goldman Sachs
46
Goldman Sachs
New York
$1.5M +$107K +1,646 +8%
AIG
47
American International Group
New York
$1.48M +$27.1K +418 +2%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.44M +$50.8K +783 +4%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M -$218K -3,368 -13%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$1.4M +$1.42M +21,842 New
1
2
3 4 5

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.