We are live on ! Find out more
MGEE icon

MGE Energy Inc

124 hedge funds and large institutions have $439M invested in MGE Energy Inc in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

1% more funds holding

Funds holding: 123124 (+1)

12% less capital invested

Capital invested by funds: $497M → $439M (-$58.1M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$840K
ZCM
52
Zebra Capital Management
Connecticut
$833K -$127K -3,136 -13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$804K
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$793K +$402K +9,930 +94%
BFA
55
Bragg Financial Advisors
North Carolina
$780K
AG
56
Aperio Group
California
$696K -$117K -2,880 -14%
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$687K -$60.8K -1,500 -8%
UBS AM
58
UBS AM
Illinois
$659K +$30.6K +755 +5%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$589K +$332K +8,202 +117%
Goldman Sachs
60
Goldman Sachs
New York
$570K -$649K -16,017 -52%
Bank of America
61
Bank of America
North Carolina
$539K +$142K +3,504 +34%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$530K
AQR Capital Management
63
AQR Capital Management
Connecticut
$499K -$82.2K -2,028 -14%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$455K +$11.5K +284 +2%
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$427K +$447K +11,034 New
JWM
66
Jacobus Wealth Management
Wisconsin
$424K
RFC
67
Russell Frank Company
Washington
$415K +$195K +4,807 +81%
ZIM
68
Zacks Investment Management
Illinois
$408K +$427K +10,534 New
Macquarie Group
69
Macquarie Group
Australia
$383K
DBT
70
Dubuque Bank & Trust
Iowa
$349K +$312K +7,702 +588%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$344K +$360K +8,889 New
William Blair & Company
72
William Blair & Company
Illinois
$341K
JMPWA
73
JP Morgan Private Wealth Advisors
California
$337K +$45.4K +1,120 +15%
Public Employees Retirement Association of Colorado
74
Public Employees Retirement Association of Colorado
Colorado
$336K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$332K +$3.89K +96 +1%

MGEE Hedge Fund Activity: Q2 2015 in Review

124 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2015, worth a combined $439M — down 12% from $497M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MGEE positions and 12 closed out — a net gain of 2 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $7.28M. The largest seller was Morgan Stanley, cutting an estimated $2.64M.

  • 124 institutional investors held MGE Energy Inc (MGEE) as of Q2 2015, up from 123 in Q1 2015.
  • Funds reported $439M of MGE Energy Inc stock for Q2 2015, down 12% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2015 and 12 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2015 was Silvercrest Asset Management, an estimated $7.28M added.
  • The largest MGE Energy Inc seller in Q2 2015 was Morgan Stanley, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2015.