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MGE Energy Inc

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45%37.9% (+0.44%)

8% less funds holding

Funds holding: 168155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.58M +$418K +6,607 +37%
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$1.57M -$28.7K -454 -2%
AQR Capital Management
53
AQR Capital Management
Connecticut
$1.56M -$425K -6,718 -22%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.54M +$87.5K +1,384 +6%
Deutsche Bank
55
Deutsche Bank
Germany
$1.41M -$734K -11,596 -35%
AIG
56
American International Group
New York
$1.38M +$65.6K +1,037 +5%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$1.27M
NSIM
58
North Star Investment Management
Illinois
$1.23M
SAM
59
Shell Asset Management
Netherlands
$1.2M -$1.24M -19,673 -52%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$1.1M -$16.8K -266 -2%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$1.07M
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.05M +$306K +4,834 +43%
KeyBank National Association
63
KeyBank National Association
Ohio
$1.01M
JFGIW
64
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$968K +$124K +1,961 +15%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$938K
PP
66
PDT Partners
New York
$888K +$19.4K +306 +2%
Principal Financial Group
67
Principal Financial Group
Iowa
$792K -$14.6K -231 -2%
SWM
68
SVA Wealth Management
Wisconsin
$748K +$125K +1,979 +21%
Ameriprise
69
Ameriprise
Minnesota
$689K -$312K -4,932 -32%
Macquarie Group
70
Macquarie Group
Australia
$683K
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$665K
VRS
72
Virginia Retirement Systems
Virginia
$631K +$108K +1,700 +21%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$627K -$12.3K -195 -2%
Millennium Management
74
Millennium Management
New York
$616K +$318K +5,035 +113%
GC
75
Guggenheim Capital
Illinois
$603K +$93.3K +1,475 +19%

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.