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MGE Energy Inc
MGEE

126 hedge funds and large institutions have $468M invested in MGE Energy Inc in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 122 → 126 (+4)

4% more capital invested

Capital invested by funds: $451M → $468M (+$17.4M)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
42
Closed
12
Calls
$385K
Puts
–
Net Calls
+$385K
Net Calls Change
-$90K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.02M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$3.63M
2
BFA
BlackRock Fund Advisors
California
-$3.23M
3
MAM
Magellan Asset Management
Australia
-$2.04M
4
Northern Trust
Northern Trust
Illinois
-$1.92M
5
SCM
Sterling Capital Management
North Carolina
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$895K -$138K -3,632 -14%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$857K – – –
BFA
53
Bragg Financial Advisors
North Carolina
$795K – – –
GAM
54
Gotham Asset Management
New York
$794K +$765K +20,087 New
BA
55
BlackRock Advisors
Delaware
$783K -$120K -3,157 -14%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$780K +$130K +3,400 +21%
Millennium Management
57
Millennium Management
New York
$760K -$441K -11,571 -38%
RFC
58
Russell Frank Company
Washington
$730K -$20.1K -528 -3%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$713K – – –
Wells Fargo
60
Wells Fargo
California
$670K +$335K +8,784 +108%
ProShare Advisors
61
ProShare Advisors
Maryland
$659K -$700K -18,378 -52%
UBS AM
62
UBS AM
Illinois
$634K +$34.3K +900 +6%
PP
63
PDT Partners
New York
$633K +$38.5K +1,010 +7%
Bank of America
64
Bank of America
North Carolina
$587K +$147K +3,866 +35%
UB
65
UMB Bank
Missouri
$570K – – –
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$541K +$6.71K +176 +1%
B
67
Baird
Wisconsin
$535K -$45K -1,181 -8%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$525K +$507K +13,300 New
LCP
69
Longbow Capital Partners
New York
$474K +$457K +12,000 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$465K +$448K +11,759 New
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$448K – – –
AQR Capital Management
72
AQR Capital Management
Connecticut
$445K -$152K -4,000 -26%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$436K – – –
VRS
74
Virginia Retirement Systems
Virginia
$435K -$3.81K -100 -0.9%
JWM
75
Jacobus Wealth Management
Wisconsin
$433K – – –
1 2
3
4 5

MGEE Hedge Fund Activity: Q2 2014 in Review

126 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2014, worth a combined $468M — up 3.9% from $451M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 12 closed out — a net gain of 4 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Norges Bank, adding an estimated $12.8M. The largest seller was Legal & General Group, exiting entirely with an estimated $3.63M sold.

  • 126 institutional investors held MGE Energy Inc (MGEE) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $468M of MGE Energy Inc stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2014 and 12 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q2 2014 was Norges Bank, an estimated $12.8M added.
  • The largest MGE Energy Inc seller in Q2 2014 was Legal & General Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2014.