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MGE Energy Inc
MGEE

182 hedge funds and large institutions have $1.25B invested in MGE Energy Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more funds holding

Funds holding: 163 → 182 (+19)

0.22% more ownership

Funds ownership: 45.45% → 45.67% (+0.22%)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$10.9M)

30% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 63

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
44
Reduced
63
Closed
12
Calls
$867K
Puts
–
Net Calls
+$867K
Net Calls Change
-$52K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$8.59M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.46M
3
Legal & General Group
Legal & General Group
United Kingdom
+$3.3M
4
Morgan Stanley
Morgan Stanley
New York
+$3.12M
5
Goldman Sachs
Goldman Sachs
New York
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.76M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.79M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.71M
4
SG Americas Securities
SG Americas Securities
New York
-$2.62M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.66M -$370K -4,809 -19%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$1.62M +$603K +7,826 +62%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.54M -$702K -9,109 -32%
VRS
54
Virginia Retirement Systems
Virginia
$1.51M -$347K -4,500 -19%
NSIM
55
North Star Investment Management
Illinois
$1.5M – – –
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$1.48M +$909K +11,804 +170%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$1.45M -$632K -8,204 -31%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$1.44M +$1.41M +18,300 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$1.38M -$4.78K -62 -0.4%
ACI
60
AMP Capital Investors
Australia
$1.37M -$30.8K -400 -2%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$1.34M +$173K +2,243 +15%
Citigroup
62
Citigroup
New York
$1.26M +$989K +12,842 +415%
SO
63
STRS Ohio
Ohio
$1.25M – – –
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$1.2M +$600K +7,792 +106%
SAM
65
Shell Asset Management
Netherlands
$1.17M -$31K -403 -3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.16M +$238K +3,091 +27%
IAA
67
Independent Advisor Alliance
North Carolina
$1.16M – – –
MIM
68
MetLife Investment Management
New Jersey
$1.16M – – –
Holocene Advisors
69
Holocene Advisors
New York
$1.08M +$1.06M +13,724 New
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$1.07M +$8.32K +108 +0.8%
LPL Financial
71
LPL Financial
California
$1.04M +$385 +5 +0%
KA
72
KLCM Advisors
Wisconsin
$1.02M +$1,000K +12,975 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1M -$30.7K -399 -3%
PP
74
PDT Partners
New York
$968K -$160K -2,072 -14%
Two Sigma Investments
75
Two Sigma Investments
New York
$953K -$969K -12,583 -51%
1 2
3
4 5

MGEE Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2019, worth a combined $1.25B — down 0.87% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 12 closed out — a net gain of 19 holders — while 44 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $8.59M. The largest seller was Millennium Management, exiting entirely with an estimated $6.76M sold.

  • 182 institutional investors held MGE Energy Inc (MGEE) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.25B of MGE Energy Inc stock for Q4 2019, down 0.87% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q4 2019 and 12 closed out, a net change of +19 holders.
  • The largest MGE Energy Inc buyer in Q4 2019 was State Street, an estimated $8.59M added.
  • The largest MGE Energy Inc seller in Q4 2019 was Millennium Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2019.