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MGE Energy Inc

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13%42.94% (+1.8%)

0% more funds holding

Funds holding: 157157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$1.29M
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$1.21M +$232K +3,652 +26%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.19M +$67K +1,053 +6%
LPL Financial
54
LPL Financial
California
$1.18M +$1.53K +24 +0.1%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$1.17M +$63.6K +1,000 +6%
MIM
56
MetLife Investment Management
New Jersey
$1.08M
SAM
57
Shell Asset Management
Netherlands
$1.06M
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$1.06M -$293K -4,600 -23%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$1.04M -$28.2K -443 -3%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1M
IAA
61
Independent Advisor Alliance
North Carolina
$999K +$935K +14,692 New
Barclays
62
Barclays
United Kingdom
$977K +$678K +10,648 +285%
ACI
63
AMP Capital Investors
Australia
$921K -$25.5K -400 -3%
UBS Group
64
UBS Group
Switzerland
$917K -$813K -12,773 -49%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$879K +$55K +864 +7%
KeyBank National Association
66
KeyBank National Association
Ohio
$851K -$36.6K -575 -4%
SWM
67
SVA Wealth Management
Wisconsin
$850K +$55.2K +867 +7%
PP
68
PDT Partners
New York
$847K
SG Americas Securities
69
SG Americas Securities
New York
$789K +$529K +8,316 +253%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$767K -$15.1K -237 -2%
CRC
71
Curi RMB Capital
Illinois
$744K +$315K +4,950 +83%
AQR Capital Management
72
AQR Capital Management
Connecticut
$718K +$181K +2,845 +37%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$706K -$77.5K -1,218 -10%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$653K -$11.9K -187 -2%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$629K -$1.09M -17,086 -65%

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.