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MGE Energy Inc
MGEE

161 hedge funds and large institutions have $715M invested in MGE Energy Inc in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $889K | Put options by funds: $283K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $640M → $715M (+$74.6M)

10% more funds holding

Funds holding: 147 → 161 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
55
Reduced
38
Closed
10
Calls
$889K
Puts
$283K
Net Calls
+$606K
Net Calls Change
-$711K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.05M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.71M
3
Invesco
Invesco
Georgia
+$4.47M
4
Victory Capital Management
Victory Capital Management
Texas
+$4.11M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$22.6M
2
TCIM
TIAA CREF Investment Management
New York
-$4.27M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.9M
4
GAM
Gotham Asset Management
New York
-$1.99M
5
Citigroup
Citigroup
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
76
AMP Capital Investors
Australia
$614K +$176K +3,400 +44%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$610K +$559K +10,800 New
BFA
78
Bragg Financial Advisors
North Carolina
$569K – – –
SWM
79
SVA Wealth Management
Wisconsin
$557K +$932 +18 +0.2%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$551K – – –
RA
81
Rational Advisors
New York
$538K – – –
LPL Financial
82
LPL Financial
California
$520K +$471K +9,102 New
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$507K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$476K -$27.5K -532 -6%
Principal Financial Group
85
Principal Financial Group
Iowa
$470K +$7.87K +152 +2%
VRS
86
Virginia Retirement Systems
Virginia
$463K +$425K +8,200 New
TIM
87
Thompson Investment Management
Wisconsin
$457K +$1.76K +34 +0.4%
WPC
88
White Pine Capital
Minnesota
$426K – – –
Legal & General Group
89
Legal & General Group
United Kingdom
$410K – – –
BlackRock
90
BlackRock
New York
$369K +$211K +4,076 +166%
LA
91
Lucus Advisors
New York
$351K +$322K +6,212 New
RIM
92
RS Investment Management
California
$350K +$321K +6,195 New
MFS
93
MSI Financial Services
Massachusetts
$348K – – –
SC
94
Savant Capital
Illinois
$345K +$316K +6,103 New
Creative Planning
95
Creative Planning
Kansas
$342K – – –
William Blair & Company
96
William Blair & Company
Illinois
$341K -$5.18K -100 -2%
JWM
97
Jacobus Wealth Management
Wisconsin
$339K -$256K -4,950 -45%
Citigroup
98
Citigroup
New York
$319K -$1.33M -25,611 -82%
SI
99
SII Investments
Wisconsin
$308K +$26.2K +506 +10%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$275K +$31K +598 +14%
2 3
4
5 6

MGEE Hedge Fund Activity: Q2 2016 in Review

161 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2016, worth a combined $715M — up 12% from $640M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MGEE positions and 10 closed out — a net gain of 17 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.05M. The largest seller was Silvercrest Asset Management, cutting an estimated $22.6M.

  • 161 institutional investors held MGE Energy Inc (MGEE) as of Q2 2016, up from 147 in Q1 2016.
  • Funds reported $715M of MGE Energy Inc stock for Q2 2016, up 12% quarter-over-quarter.
  • 27 funds opened new MGE Energy Inc positions in Q2 2016 and 10 closed out, a net change of +17 holders.
  • The largest MGE Energy Inc buyer in Q2 2016 was Vanguard Group, an estimated $8.05M added.
  • The largest MGE Energy Inc seller in Q2 2016 was Silvercrest Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2016.