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MGE Energy Inc

123 hedge funds and large institutions have $497M invested in MGE Energy Inc in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

2% more funds holding

Funds holding: 121123 (+2)

2% less capital invested

Capital invested by funds: $509M → $497M (-$11.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
43
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Aperio Group
California
$924K -$99.8K -2,249 -10%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$920K +$44.4K +1,000 +5%
BFA
53
Bragg Financial Advisors
North Carolina
$892K +$23.6K +532 +3%
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$853K +$79.9K +1,800 +10%
CS
55
Credit Suisse
Switzerland
$851K -$207K -4,655 -19%
Wells Fargo
56
Wells Fargo
California
$788K +$149K +3,368 +23%
PP
57
PDT Partners
New York
$725K +$162K +3,657 +29%
UBS AM
58
UBS AM
Illinois
$720K +$8.87K +200 +1%
AQR Capital Management
59
AQR Capital Management
Connecticut
$660K +$390K +8,800 +144%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$606K
GMIM
61
General Motors Investment Management
New York
$590K +$305K +6,878 +107%
Citigroup
62
Citigroup
New York
$579K -$388K -8,740 -40%
SIM
63
Spark Investment Management
New York
$531K +$532K +12,000 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$508K +$10.4K +234 +2%
JWM
65
Jacobus Wealth Management
Wisconsin
$485K
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$467K
Bank of America
67
Bank of America
North Carolina
$461K -$222K -5,005 -32%
LA
68
Lucus Advisors
New York
$454K -$15.6K -352 -3%
Creative Planning
69
Creative Planning
Kansas
$447K +$428K +9,658 +2,300%
Macquarie Group
70
Macquarie Group
Australia
$439K +$439K +9,900 New
William Blair & Company
71
William Blair & Company
Illinois
$390K +$16.9K +380 +4%
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$385K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$376K -$290K -6,540 -44%
ProShare Advisors
74
ProShare Advisors
Maryland
$367K +$43.2K +974 +13%
TIM
75
Thompson Investment Management
Wisconsin
$349K +$1.86K +42 +0.5%

MGEE Hedge Fund Activity: Q1 2015 in Review

123 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2015, worth a combined $497M — down 2.3% from $509M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MGEE positions and 10 closed out — a net gain of 4 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was Prudential Financial, adding an estimated $3.47M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.41M sold.

  • 123 institutional investors held MGE Energy Inc (MGEE) as of Q1 2015, up from 121 in Q4 2014.
  • Funds reported $497M of MGE Energy Inc stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q1 2015 and 10 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q1 2015 was Prudential Financial, an estimated $3.47M added.
  • The largest MGE Energy Inc seller in Q1 2015 was Arrowstreet Capital, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2015.