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MGE Energy Inc

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45%37.9% (+0.44%)

8% less funds holding

Funds holding: 168155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$583K
GCP
77
GSA Capital Partners
United Kingdom
$571K +$556K +8,787 New
LPL Financial
78
LPL Financial
California
$560K
WPC
79
White Pine Capital
Minnesota
$490K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$473K
SGI
81
Summit Global Investments
Utah
$468K
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$437K -$241K -3,804 -36%
SI
83
SII Investments
Wisconsin
$421K +$5.44K +86 +1%
TIM
84
Thompson Investment Management
Wisconsin
$420K -$106K -1,673 -21%
William Blair & Company
85
William Blair & Company
Illinois
$411K +$34.2K +540 +9%
JWM
86
Jacobus Wealth Management
Wisconsin
$390K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$378K +$276K +4,365 +300%
VKH
88
Virtu KCG Holdings
New York
$370K -$128K -2,029 -26%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$370K -$56.9K -900 -14%
Creative Planning
90
Creative Planning
Kansas
$355K -$38K -600 -10%
MCM
91
Murphy Capital Management
New Jersey
$346K
MML Investors Services
92
MML Investors Services
Massachusetts
$344K +$335K +5,290 New
CAS
93
Cue Advisory Services
Arizona
$325K -$237K -3,752 -43%
SC
94
Savant Capital
Illinois
$314K
1IA
95
1834 Investment Advisors
Wisconsin
$298K -$5.57K -88 -2%
AB
96
Amalgamated Bank
New York
$282K -$380 -6 -0.1%
ARTA
97
A.R.T. Advisors
New York
$279K +$272K +4,300 New
JMPWA
98
JP Morgan Private Wealth Advisors
California
$278K
IP
99
Isthmus Partners
Wisconsin
$275K -$25.3K -400 -9%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$274K +$32.9K +520 +14%

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.