We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$1.14M – – –
VRS
52
Virginia Retirement Systems
Virginia
$1.13M – – –
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$1.12M -$206K -3,235 -15%
LPL Financial
54
LPL Financial
California
$1.04M -$5.8K -91 -0.5%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$990K +$307K +4,822 +41%
Citadel Advisors
56
Citadel Advisors
Florida
$977K -$602K -9,450 -37%
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$974K – – –
MIM
58
MetLife Investment Management
New Jersey
$957K – – –
SAM
59
Shell Asset Management
Netherlands
$940K -$82.9K -1,300 -8%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$940K +$19.4K +304 +2%
First Trust Advisors
61
First Trust Advisors
Illinois
$917K -$23.6M -370,029 -96%
MWNA
62
Marshall Wace North America
New York
$897K +$953K +14,957 New
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$884K – – –
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$851K +$47K +737 +5%
ACI
65
AMP Capital Investors
Australia
$837K -$12.6K -198 -1%
KeyBank National Association
66
KeyBank National Association
Ohio
$785K -$12.7K -200 -2%
PP
67
PDT Partners
New York
$747K +$382K +6,000 +93%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$740K +$787K +12,341 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$724K +$22.5K +353 +3%
Ameriprise
70
Ameriprise
Minnesota
$706K +$3.95K +62 +0.5%
SWM
71
SVA Wealth Management
Wisconsin
$698K +$8.41K +132 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$696K +$100K +1,576 +16%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$690K +$13.3K +209 +2%
Bessemer Group
74
Bessemer Group
New Jersey
$632K +$306K +4,800 +84%
Citigroup
75
Citigroup
New York
$617K +$16.8K +264 +3%
1 2
3
4 5

MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.