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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3% → 41.04% (+0.74%)

1% less funds holding

Funds holding: 153 → 152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

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
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$40K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.15M
4
BlackRock
BlackRock
New York
+$2.44M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.81M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.16M
3
GCP
GSA Capital Partners
United Kingdom
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.39M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$1.29M -$542K -8,350 -29%
CS
52
Credit Suisse
Switzerland
$1.29M -$540K -8,328 -29%
NSIM
53
North Star Investment Management
Illinois
$1.21M – – –
VRS
54
Virginia Retirement Systems
Virginia
$1.21M – – –
LPL Financial
55
LPL Financial
California
$1.11M -$1.36K -21 -0.1%
Barclays
56
Barclays
United Kingdom
$1.1M +$948K +14,609 +571%
SAM
57
Shell Asset Management
Netherlands
$1.08M – – –
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$1.04M -$33.1K -510 -3%
MIM
59
MetLife Investment Management
New Jersey
$1.02M – – –
VOYA Investment Management
60
VOYA Investment Management
Georgia
$982K – – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$942K – – –
AIM
62
Assured Investment Management
New York
$909K -$313K -4,828 -25%
ACI
63
AMP Capital Investors
Australia
$893K +$58.4K +900 +7%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$859K -$15.2K -235 -2%
KeyBank National Association
65
KeyBank National Association
Ohio
$849K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$748K +$18.4K +284 +2%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$746K -$185K -2,849 -20%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$743K +$219K +3,380 +41%
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$735K -$5.77K -89 -0.8%
SWM
70
SVA Wealth Management
Wisconsin
$735K +$1.04K +16 +0.1%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$722K – – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$641K +$29.6K +456 +5%
Citigroup
73
Citigroup
New York
$640K +$362K +5,578 +126%
CEP
74
Chicago Equity Partners
Illinois
$599K – – –
ZCM
75
Zebra Capital Management
Connecticut
$524K -$410K -6,313 -43%
1 2
3
4 5

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.