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MGE Energy Inc

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0%37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$1.88M +$123K +2,066 +8%
Legal & General Group
52
Legal & General Group
United Kingdom
$1.81M +$794K +13,281 +92%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$1.7M +$215K +3,600 +16%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$1.61M -$15.4K -257 -1%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M -$22.6K -378 -2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.46M +$542K +9,071 +69%
AIG
57
American International Group
New York
$1.31M -$3.11K -52 -0.3%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$1.28M -$65.8K -1,100 -5%
NSIM
59
North Star Investment Management
Illinois
$1.24M +$122K +2,035 +12%
BA
60
BlackRock Advisors
Delaware
$1.22M +$36.6K +612 +3%
UBS AM
61
UBS AM
Illinois
$1.16M -$520K -8,700 -33%
AAMU
62
AEGON Asset Management (UK)
United Kingdom
$1.12M -$54.3K -909 -5%
Ameriprise
63
Ameriprise
Minnesota
$1.08M +$317K +5,304 +52%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$1.08M -$105K -1,758 -10%
KeyBank National Association
65
KeyBank National Association
Ohio
$1.02M +$102K +1,700 +12%
GC
66
Globeflex Capital
California
$973K
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$942K
PP
68
PDT Partners
New York
$873K -$17.9K -300 -2%
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$845K -$207K -3,471 -21%
Principal Financial Group
70
Principal Financial Group
Iowa
$811K +$248K +4,149 +50%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$781K +$715K +11,958 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$735K +$12.2K +204 +2%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$687K +$535K +8,954 +570%
Macquarie Group
74
Macquarie Group
Australia
$686K
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$668K +$28.4K +475 +5%

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.