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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $774M invested in MGE Energy Inc in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 39.13% → 39.79% (+0.66%)

1% less funds holding

Funds holding: 153 → 152 (-1)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less capital invested

Capital invested by funds: $855M → $774M (-$81.1M)

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
17
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$3.46M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.63M
4
Goldman Sachs
Goldman Sachs
New York
+$2.32M
5
AIM
Assured Investment Management
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.85M
3
BlackRock
BlackRock
New York
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.51M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$1.03M +$117K +2,057 +13%
VRS
52
Virginia Retirement Systems
Virginia
$1.02M – – –
SAM
53
Shell Asset Management
Netherlands
$1M – – –
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$984K -$1.3M -22,893 -57%
LPL Financial
55
LPL Financial
California
$967K +$188K +3,298 +24%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$937K – – –
VOYA Investment Management
57
VOYA Investment Management
Georgia
$901K -$29.5K -518 -3%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$871K +$547K +9,610 +162%
MIM
59
MetLife Investment Management
New Jersey
$842K -$106K -1,870 -11%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$825K +$61.3K +1,077 +8%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$820K +$9.96K +175 +1%
SWM
62
SVA Wealth Management
Wisconsin
$761K +$12.9K +227 +2%
KeyBank National Association
63
KeyBank National Association
Ohio
$746K -$5.69K -100 -0.7%
PP
64
PDT Partners
New York
$705K +$148K +2,600 +26%
Ameriprise
65
Ameriprise
Minnesota
$661K +$14.3K +251 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$641K +$171 +3 +0%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$634K +$18K +316 +3%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$605K -$35.6K -626 -5%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$568K -$921K -16,186 -62%
DTL
70
Dynamic Technology Lab
Singapore
$566K +$574K +10,090 New
Barclays
71
Barclays
United Kingdom
$543K +$121K +2,126 +28%
AC
72
Ashler Capital
Illinois
$518K +$526K +9,242 New
TIM
73
Thompson Investment Management
Wisconsin
$515K +$342 +6 +0.1%
Cerity Partners
74
Cerity Partners
New York
$494K +$501K +8,799 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$471K -$18.2K -319 -4%
1 2
3
4 5

MGEE Hedge Fund Activity: Q1 2018 in Review

152 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2018, worth a combined $774M — down 9.5% from $855M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MGEE and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $1.88M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q1 2018, down from 153 in Q4 2017.
  • Funds reported $774M of MGE Energy Inc stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2018 was Renaissance Technologies, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q1 2018 was State Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2018.