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MGE Energy Inc

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3%41.04% (+0.74%)

1% less funds holding

Funds holding: 153152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$466K
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$460K -$232K -3,569 -33%
RJA
78
Raymond James & Associates
Florida
$445K +$7.2K +111 +2%
PP
79
PDT Partners
New York
$413K -$396K -6,100 -49%
TIM
80
Thompson Investment Management
Wisconsin
$396K -$194K -2,995 -33%
CRC
81
Curi RMB Capital
Illinois
$383K
Macquarie Group
82
Macquarie Group
Australia
$377K -$175K -2,700 -31%
William Blair & Company
83
William Blair & Company
Illinois
$371K
Bessemer Group
84
Bessemer Group
New Jersey
$367K -$17.3K -266 -4%
USAA
85
United Services Automobile Association
Texas
$354K
Creative Planning
86
Creative Planning
Kansas
$348K
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$345K -$46.8K -721 -12%
WPC
88
White Pine Capital
Minnesota
$328K
Holocene Advisors
89
Holocene Advisors
New York
$326K +$71.7K +1,105 +28%
SC
90
Savant Capital
Illinois
$304K
SG Americas Securities
91
SG Americas Securities
New York
$303K -$351K -5,417 -53%
Canada Life
92
Canada Life
Manitoba, Canada
$302K
AB
93
Amalgamated Bank
New York
$300K -$2.66K -41 -0.9%
QI
94
QS Investors
New York
$288K +$292K +4,500 +50,000%
GCP
95
GSA Capital Partners
United Kingdom
$273K -$1.47M -22,636 -84%
ProShare Advisors
96
ProShare Advisors
Maryland
$273K -$21.3K -328 -7%
KWMG
97
King Wealth Management Group
Florida
$268K
JG
98
Jefferies Group
New York
$264K -$56.7K -874 -17%
IP
99
Isthmus Partners
Wisconsin
$263K -$6.49K -100 -2%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$261K -$191K -2,940 -42%

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.