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MGE Energy Inc
MGEE

122 hedge funds and large institutions have $451M invested in MGE Energy Inc in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $514K | Put options by funds: $39K

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

10% more funds holding

Funds holding: 111 → 122 (+11)

3% more capital invested

Capital invested by funds: $437M → $451M (+$13.5M)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
41
Closed
8
Calls
$514K
Puts
$39K
Net Calls
+$475K
Net Calls Change
+$87K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$6.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.34M
4
AG
Aperio Group
California
+$1.33M
5
Millennium Management
Millennium Management
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$2.75M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.97M
3
BFA
BlackRock Fund Advisors
California
-$1.64M
4
Northern Trust
Northern Trust
Illinois
-$1.59M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$341K -$38 -1 -0%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$335K +$326K +8,530 New
William Blair & Company
78
William Blair & Company
Illinois
$325K +$15.3K +399 +5%
Wells Fargo
79
Wells Fargo
California
$321K -$18.7K -489 -6%
Principal Financial Group
80
Principal Financial Group
Iowa
$319K -$6.35K -166 -2%
TIM
81
Thompson Investment Management
Wisconsin
$315K +$1.45K +38 +0.5%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$305K -$132K -3,448 -31%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$292K +$23.6K +616 +9%
NCCM
84
Nine Chapters Capital Management
New Jersey
$286K +$279K +7,300 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$274K -$19.4K -506 -7%
SI
86
SII Investments
Wisconsin
$272K -$44.6K -1,165 -16%
MFS
87
MSI Financial Services
Massachusetts
$264K -$15.7K -410 -6%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$243K +$306 +8 +0.1%
Citadel Advisors
89
Citadel Advisors
Florida
$242K +$236K +6,162 New
BCIM
90
British Columbia Investment Management
British Columbia, Canada
$240K – – –
BlackRock
91
BlackRock
New York
$236K +$18.9K +493 +9%
VAM
92
Visium Asset Management
New York
$203K +$197K +5,161 New
TRCT
93
Tower Research Capital (TRC)
New York
$151K +$148K +3,868 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$126K -$24.5K -640 -17%
LIA
95
LS Investment Advisors
Michigan
$110K +$727 +19 +0.7%
GGPS
96
Gary Goldberg Planning Services
New York
$106K +$104K +2,706 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$97K +$14.1K +369 +18%
CA
98
CapWealth Advisors
Tennessee
$89K +$22.9K +599 +36%
Group One Trading
99
Group One Trading
Illinois
$88K +$45.9K +1,200 +114%
RIA
100
Regal Investment Advisors
Michigan
$58K – – –
2 3
4
5 6

MGEE Hedge Fund Activity: Q1 2014 in Review

122 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2014, worth a combined $451M — up 3.1% from $437M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $6.35M. The largest seller was ING Group, exiting entirely with an estimated $2.75M sold.

  • 122 institutional investors held MGE Energy Inc (MGEE) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $451M of MGE Energy Inc stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q1 2014 and 8 closed out, a net change of +11 holders.
  • The largest MGE Energy Inc buyer in Q1 2014 was Silvercrest Asset Management, an estimated $6.35M added.
  • The largest MGE Energy Inc seller in Q1 2014 was ING Group, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2014.