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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$3.11M +$457K +7,167 +16%
AllianceBernstein
27
AllianceBernstein
Tennessee
$2.99M +$398K +6,250 +14%
Legal & General Group
28
Legal & General Group
United Kingdom
$2.98M +$50.5K +793 +2%
MAM
29
Martingale Asset Management
Massachusetts
$2.63M +$306K +4,800 +12%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.52M -$210K -3,299 -7%
Deutsche Bank
31
Deutsche Bank
Germany
$2.31M -$7.73M -121,203 -76%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.25M -$112K -1,757 -4%
UBS AM
33
UBS AM
Illinois
$2.06M +$71.4K +1,120 +3%
Millennium Management
34
Millennium Management
New York
$1.99M +$2.11M +33,167 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.95M -$10.6K -166 -0.5%
TA
36
Teton Advisors
New York
$1.92M -$255K -4,000 -11%
Goldman Sachs
37
Goldman Sachs
New York
$1.87M +$486K +7,623 +32%
US Bancorp
38
US Bancorp
Minnesota
$1.85M -$36.1K -567 -2%
HAI
39
Hennessy Advisors Inc
California
$1.81M -$319K -5,000 -14%
OC
40
Oarsman Capital
Wisconsin
$1.76M -$60K -941 -3%
AG
41
Aperio Group
California
$1.62M +$40.2K +631 +2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.58M +$96.9K +1,520 +6%
UBS Group
43
UBS Group
Switzerland
$1.58M +$122K +1,912 +8%
CS
44
Credit Suisse
Switzerland
$1.55M +$360K +5,646 +28%
AIG
45
American International Group
New York
$1.38M -$11.3K -177 -0.8%
BCM
46
BlueCrest Capital Management
Jersey
$1.32M +$1.4M +22,041 New
AAM
47
Arabesque Asset Management
United Kingdom
$1.27M +$1.35M +21,141 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.26M -$1.25M -19,656 -48%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M -$84.5K -1,325 -6%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.21M -$9.56K -150 -0.7%
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MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.