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MGE Energy Inc

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26%38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
Net Calls
+$627K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$532K -$330K -5,101 -38%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$529K +$423K +6,536 +394%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$523K
SI
79
SII Investments
Wisconsin
$498K +$9.96K +154 +2%
ACI
80
AMP Capital Investors
Australia
$491K
SGI
81
Summit Global Investments
Utah
$485K -$6.47K -100 -1%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$459K +$25.8K +398 +6%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$447K +$518 +8 +0.1%
BCM
84
BlueCrest Capital Management
Jersey
$440K +$441K +6,815 New
JWM
85
Jacobus Wealth Management
Wisconsin
$388K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$386K +$10K +155 +3%
William Blair & Company
87
William Blair & Company
Illinois
$376K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$370K -$114K -1,761 -24%
Creative Planning
89
Creative Planning
Kansas
$353K
MCM
90
Murphy Capital Management
New Jersey
$343K
CAS
91
Cue Advisory Services
Arizona
$323K
CCIA
92
Campbell & Co Investment Adviser
Maryland
$320K +$320K +4,948 New
SC
93
Savant Capital
Illinois
$312K
JG
94
Jefferies Group
New York
$308K -$205K -3,165 -40%
FIM
95
Freedom Investment Management
Connecticut
$292K +$9.06K +140 +3%
AB
96
Amalgamated Bank
New York
$284K -$4.59K -71 -2%
N
97
Natixis
France
$281K +$281K +4,349 New
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$281K -$115K -1,781 -29%
TRCT
99
Tower Research Capital (TRC)
New York
$279K +$234K +3,614 +516%
IP
100
Isthmus Partners
Wisconsin
$273K

MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.