We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

113 hedge funds and large institutions have $417M invested in MGE Energy Inc in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

4% more funds holding

Funds holding: 109 → 113 (+4)

1% less capital invested

Capital invested by funds: $422M → $417M (-$4.36M)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
35
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.71M
3
Deutsche Bank
Deutsche Bank
Germany
+$873K
4
Legal & General Group
Legal & General Group
United Kingdom
+$851K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$667K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.66M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.73M
3
U
UBS
Switzerland
-$1.32M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
Bank of America
Bank of America
North Carolina
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$942K -$467K -12,497 -33%
AIG
52
American International Group
New York
$919K -$15.1K -405 -2%
ProShare Advisors
53
ProShare Advisors
Maryland
$801K -$13.1K -352 -2%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$789K – – –
BA
55
BlackRock Advisors
Delaware
$752K +$3.81K +102 +0.5%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$747K -$67.2K -1,800 -8%
BFA
57
Bragg Financial Advisors
North Carolina
$726K +$13.4K +360 +2%
MAM
58
Martingale Asset Management
Massachusetts
$672K – – –
RFC
59
Russell Frank Company
Washington
$667K +$541K +14,478 +374%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$649K +$667K +17,850 New
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$627K -$123K -3,300 -16%
FNBOO
62
First National Bank of Omaha
Nebraska
$572K +$588K +15,741 New
B
63
Baird
Wisconsin
$501K +$53K +1,418 +11%
Wells Fargo
64
Wells Fargo
California
$479K +$154K +4,119 +45%
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$475K +$487K +13,050 New
U
66
UBS
Switzerland
$435K -$1.32M -35,272 -75%
Millennium Management
67
Millennium Management
New York
$418K +$222K +5,945 +107%
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$408K -$142K -3,810 -25%
VRS
69
Virginia Retirement Systems
Virginia
$404K – – –
Citigroup
70
Citigroup
New York
$394K -$366K -9,786 -47%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$377K +$388K +10,379 New
WPC
72
White Pine Capital
Minnesota
$373K – – –
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$343K -$100K -2,681 -22%
SI
74
SII Investments
Wisconsin
$331K +$104K +2,779 +44%
Bank of America
75
Bank of America
North Carolina
$320K -$813K -21,753 -71%
1 2
3
4 5

MGEE Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2013, worth a combined $417M — down 1% from $422M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MGEE positions and 5 closed out — a net gain of 6 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.79M. The largest seller was Ameriprise, cutting an estimated $6.66M.

  • 113 institutional investors held MGE Energy Inc (MGEE) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $417M of MGE Energy Inc stock for Q3 2013, down 1% quarter-over-quarter.
  • 11 funds opened new MGE Energy Inc positions in Q3 2013 and 5 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $4.79M added.
  • The largest MGE Energy Inc seller in Q3 2013 was Ameriprise, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2013.