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MGE Energy Inc

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13%42.94% (+1.8%)

0% more funds holding

Funds holding: 157157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.66M +$268K +4,213 +8%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.63M -$75.7K -1,189 -2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$3.39M
Prudential Financial
29
Prudential Financial
New Jersey
$3.1M -$556K -8,741 -16%
Invesco
30
Invesco
Georgia
$2.9M -$588K -9,233 -18%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.62M -$220K -3,456 -8%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.55M
UBS AM
33
UBS AM
Illinois
$2.5M +$154K +2,423 +7%
Goldman Sachs
34
Goldman Sachs
New York
$2.43M +$297K +4,661 +15%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$2.33M +$999K +15,693 +84%
TA
36
Teton Advisors
New York
$2.17M
US Bancorp
37
US Bancorp
Minnesota
$2.1M -$5.92K -93 -0.3%
HAI
38
Hennessy Advisors Inc
California
$2.06M
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.04M +$1.68M +26,437 +2,600%
OC
40
Oarsman Capital
Wisconsin
$1.99M -$9.55K -150 -0.5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.98M -$213K -3,352 -10%
CS
42
Credit Suisse
Switzerland
$1.98M +$205K +3,227 +12%
MAM
43
Martingale Asset Management
Massachusetts
$1.9M -$1.02M -16,001 -36%
VRS
44
Virginia Retirement Systems
Virginia
$1.86M +$535K +8,400 +44%
AG
45
Aperio Group
California
$1.75M -$79.2K -1,245 -5%
Ameriprise
46
Ameriprise
Minnesota
$1.72M +$856K +13,457 +114%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57M +$139K +2,177 +10%
AIG
48
American International Group
New York
$1.51M -$46K -723 -3%
AAM
49
Arabesque Asset Management
United Kingdom
$1.44M +$5.6K +88 +0.4%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.41M -$13.2K -208 -1%

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.