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MGE Energy Inc

153 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $555K | Put options by funds: $164K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 145153 (+8)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.81% more ownership

Funds ownership: 38.32%39.13% (+0.81%)

0% less capital invested

Capital invested by funds: $858M → $855M (-$2.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
46
Reduced
44
Closed
13
Calls
$555K
Puts
$164K
Net Calls
+$391K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$1.15M -$130K -2,000 -10%
SAM
52
Shell Asset Management
Netherlands
$1.13M
ZCM
53
Zebra Capital Management
Connecticut
$1.12M -$1.46M -22,397 -56%
MIM
54
MetLife Investment Management
New Jersey
$1.06M +$1.1M +16,879 New
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$1.06M -$234K -3,600 -18%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$1.05M +$539K +8,287 +102%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$1.05M -$47.5K -731 -4%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$974K +$1M +15,431 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$911K
LPL Financial
60
LPL Financial
California
$880K
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$860K -$93.7K -1,441 -10%
KeyBank National Association
62
KeyBank National Association
Ohio
$846K +$58.5K +900 +7%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$759K +$782K +12,024 New
SWM
64
SVA Wealth Management
Wisconsin
$729K -$14.8K -227 -2%
Ameriprise
65
Ameriprise
Minnesota
$728K -$5.07K -78 -0.7%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$721K +$9.76K +150 +1%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$721K +$280K +4,298 +60%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$693K -$838K -12,885 -54%
PP
69
PDT Partners
New York
$629K
TIM
70
Thompson Investment Management
Wisconsin
$579K -$62.1K -954 -9%
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$554K
RJFSA
72
Raymond James Financial Services Advisors
Florida
$549K -$38.6K -594 -6%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$517K
Citadel Advisors
74
Citadel Advisors
Florida
$514K +$323K +4,971 +157%
LNC
75
Lincoln National Corp
Pennsylvania
$500K +$259K +3,985 +101%

MGEE Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2017, worth a combined $855M — down 0.31% from $858M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 13 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.17M. The largest seller was Martingale Asset Management, cutting an estimated $2.78M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2017, down 0.31% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2017 and 13 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2017 was Victory Capital Management, an estimated $5.17M added.
  • The largest MGE Energy Inc seller in Q4 2017 was Martingale Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.