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MGE Energy Inc
MGEE

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26% → 38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154 → 145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$357K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$20M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$3.87M
4
SAM
Silvercrest Asset Management
New York
+$2.77M
5
BlackRock
BlackRock
New York
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.34M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.36M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.33M
5
MWNA
Marshall Wace North America
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$1.54M -$14.7K -227 -0.9%
AIG
52
American International Group
New York
$1.51M +$113K +1,753 +8%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$1.31M -$324K -5,000 -20%
VRS
54
Virginia Retirement Systems
Virginia
$1.3M +$498K +7,700 +62%
NSIM
55
North Star Investment Management
Illinois
$1.23M – – –
SAM
56
Shell Asset Management
Netherlands
$1.16M -$32.4K -500 -3%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$1.12M – – –
Macquarie Group
58
Macquarie Group
Australia
$1.03M +$427K +6,600 +70%
Principal Financial Group
59
Principal Financial Group
Iowa
$1.02M -$126K -1,942 -11%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$974K +$9.71K +150 +1%
GCP
61
GSA Capital Partners
United Kingdom
$941K -$283K -4,377 -23%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$932K – – –
LPL Financial
63
LPL Financial
California
$901K – – –
Two Sigma Advisers
64
Two Sigma Advisers
New York
$820K +$84.1K +1,300 +11%
KeyBank National Association
65
KeyBank National Association
Ohio
$808K -$155K -2,400 -16%
SWM
66
SVA Wealth Management
Wisconsin
$761K -$96.9K -1,497 -11%
Ameriprise
67
Ameriprise
Minnesota
$751K -$102K -1,580 -12%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$728K -$17.2K -266 -2%
TIM
69
Thompson Investment Management
Wisconsin
$655K +$261K +4,039 +66%
GC
70
Guggenheim Capital
Illinois
$645K -$235K -3,637 -27%
PP
71
PDT Partners
New York
$644K -$220K -3,400 -25%
SG Americas Securities
72
SG Americas Securities
New York
$636K +$418K +6,464 +191%
Millennium Management
73
Millennium Management
New York
$623K -$4.34M -67,019 -87%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$601K +$168K +2,604 +39%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$567K -$13K -201 -2%
1 2
3
4 5

MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.