We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

122 hedge funds and large institutions have $451M invested in MGE Energy Inc in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $514K | Put options by funds: $39K

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

10% more funds holding

Funds holding: 111 → 122 (+11)

3% more capital invested

Capital invested by funds: $437M → $451M (+$13.5M)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
41
Closed
8
Calls
$514K
Puts
$39K
Net Calls
+$475K
Net Calls Change
+$87K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$6.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.34M
4
AG
Aperio Group
California
+$1.33M
5
Millennium Management
Millennium Management
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$2.75M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.97M
3
BFA
BlackRock Fund Advisors
California
-$1.64M
4
Northern Trust
Northern Trust
Illinois
-$1.59M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$1.09M +$358K +9,355 +51%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$1.08M +$1.05M +27,423 New
NSIM
53
North Star Investment Management
Illinois
$1.05M -$77 -2 -0%
AIG
54
American International Group
New York
$1.04M +$52K +1,359 +5%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$913K +$846K +22,112 +1,901%
BA
56
BlackRock Advisors
Delaware
$901K +$31.9K +834 +4%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$851K – – –
BFA
58
Bragg Financial Advisors
North Carolina
$790K -$77 -2 -0%
RFC
59
Russell Frank Company
Washington
$782K +$545K +14,242 +251%
Citigroup
60
Citigroup
New York
$764K -$240K -6,266 -24%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$708K +$191K +5,000 +38%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$641K +$51.6K +1,350 +9%
AQR Capital Management
63
AQR Capital Management
Connecticut
$599K -$34.4K -900 -6%
UBS AM
64
UBS AM
Illinois
$594K +$138K +3,600 +31%
PP
65
PDT Partners
New York
$589K +$575K +15,019 New
B
66
Baird
Wisconsin
$578K +$25.7K +673 +5%
UB
67
UMB Bank
Missouri
$566K +$552K +14,422 New
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$530K -$901K -23,561 -64%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$445K +$17.2K +449 +4%
VRS
70
Virginia Retirement Systems
Virginia
$435K – – –
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
$433K +$422K +11,040 New
Bank of America
72
Bank of America
North Carolina
$432K +$27.9K +728 +7%
JWM
73
Jacobus Wealth Management
Wisconsin
$430K – – –
WPC
74
White Pine Capital
Minnesota
$402K -$38 -1 -0%
Prudential Financial
75
Prudential Financial
New Jersey
$360K +$352K +9,189 New
1 2
3
4 5

MGEE Hedge Fund Activity: Q1 2014 in Review

122 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2014, worth a combined $451M — up 3.1% from $437M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $6.35M. The largest seller was ING Group, exiting entirely with an estimated $2.75M sold.

  • 122 institutional investors held MGE Energy Inc (MGEE) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $451M of MGE Energy Inc stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q1 2014 and 8 closed out, a net change of +11 holders.
  • The largest MGE Energy Inc buyer in Q1 2014 was Silvercrest Asset Management, an estimated $6.35M added.
  • The largest MGE Energy Inc seller in Q1 2014 was ING Group, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2014.