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MGE Energy Inc

127 hedge funds and large institutions have $479M invested in MGE Energy Inc in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $439M → $479M (+$39.9M)

2% more funds holding

Funds holding: 124127 (+3)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$982K +$5.25K +133 +0.6%
QI
52
QS Investors
New York
$971K
Citadel Advisors
53
Citadel Advisors
Florida
$965K +$925K +23,416 New
CS
54
Credit Suisse
Switzerland
$903K -$532K -13,467 -38%
AG
55
Aperio Group
California
$895K +$148K +3,751 +21%
BA
56
BlackRock Advisors
Delaware
$892K -$34.7K -877 -4%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$855K
BFA
58
Bragg Financial Advisors
North Carolina
$836K +$6.64K +168 +0.8%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$769K -$119K -3,020 -14%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$731K
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$723K +$92.4K +2,339 +15%
Goldman Sachs
62
Goldman Sachs
New York
$688K +$78.9K +1,998 +14%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$564K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$498K +$13.4K +339 +3%
Bank of America
65
Bank of America
North Carolina
$454K -$114K -2,880 -21%
JWM
66
Jacobus Wealth Management
Wisconsin
$451K
AQR Capital Management
67
AQR Capital Management
Connecticut
$426K -$100K -2,537 -20%
SWM
68
SVA Wealth Management
Wisconsin
$424K +$162K +4,105 +66%
Macquarie Group
69
Macquarie Group
Australia
$408K
William Blair & Company
70
William Blair & Company
Illinois
$385K +$20.9K +530 +6%
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$358K
JMPWA
72
JP Morgan Private Wealth Advisors
California
$351K -$7.03K -178 -2%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$347K -$7.35K -186 -2%
CCMG
74
Clark Capital Management Group
Pennsylvania
$330K +$26.5K +671 +9%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$329K +$177K +4,473 +127%

MGEE Hedge Fund Activity: Q3 2015 in Review

127 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2015, worth a combined $479M — up 9.1% from $439M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MGEE positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $11.8M. The largest seller was Prudential Financial, exiting entirely with an estimated $4.18M sold.

  • 127 institutional investors held MGE Energy Inc (MGEE) as of Q3 2015, up from 124 in Q2 2015.
  • Funds reported $479M of MGE Energy Inc stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2015 was Silvercrest Asset Management, an estimated $11.8M added.
  • The largest MGE Energy Inc seller in Q3 2015 was Prudential Financial, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2015.