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MGE Energy Inc

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0%37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$642K -$156K -2,606 -21%
SWM
77
SVA Wealth Management
Wisconsin
$622K +$20.9K +350 +4%
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$586K
CAS
79
Cue Advisory Services
Arizona
$572K
LPL Financial
80
LPL Financial
California
$557K -$77.3K -1,293 -13%
TIM
81
Thompson Investment Management
Wisconsin
$532K +$1.73K +29 +0.4%
VRS
82
Virginia Retirement Systems
Virginia
$522K
GC
83
Guggenheim Capital
Illinois
$509K +$466K +7,790 New
VKH
84
Virtu KCG Holdings
New York
$504K +$208K +3,481 +82%
WPC
85
White Pine Capital
Minnesota
$493K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$475K
SGI
87
Summit Global Investments
Utah
$470K +$430K +7,200 New
HSBC Holdings
88
HSBC Holdings
United Kingdom
$445K +$408K +6,828 New
OC
89
Oarsman Capital
Wisconsin
$442K -$1.78M -29,766 -81%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$430K +$59.8K +1,000 +18%
SI
91
SII Investments
Wisconsin
$419K -$31.2K -522 -8%
BlackRock
92
BlackRock
New York
$409K -$18.9K -317 -5%
Creative Planning
93
Creative Planning
Kansas
$396K
JWM
94
Jacobus Wealth Management
Wisconsin
$392K
William Blair & Company
95
William Blair & Company
Illinois
$384K
MFS
96
MSI Financial Services
Massachusetts
$375K -$26.8K -448 -7%
ProShare Advisors
97
ProShare Advisors
Maryland
$367K +$336K +5,620 New
MCM
98
Murphy Capital Management
New Jersey
$347K +$318K +5,325 New
Prudential Financial
99
Prudential Financial
New Jersey
$326K +$49K +820 +20%
ABC
100
Associated Banc-Corp
Wisconsin
$322K +$52.4K +877 +22%

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.