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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$587K -$118K -1,847 -16%
CEP
77
Chicago Equity Partners
Illinois
$560K -$2.55K -40 -0.4%
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K -$173K -2,712 -24%
AIM
79
Assured Investment Management
New York
$485K -$391K -6,138 -43%
AQR Capital Management
80
AQR Capital Management
Connecticut
$463K -$945K -14,833 -66%
RJA
81
Raymond James & Associates
Florida
$459K +$43K +675 +10%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$446K +$14.5K +227 +3%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$437K – – –
Holocene Advisors
84
Holocene Advisors
New York
$432K +$133K +2,089 +41%
TIM
85
Thompson Investment Management
Wisconsin
$399K +$29.6K +465 +8%
ZCM
86
Zebra Capital Management
Connecticut
$394K -$104K -1,638 -20%
BPM
87
Bowling Portfolio Management
Ohio
$380K +$403K +6,330 New
DTL
88
Dynamic Technology Lab
Singapore
$372K +$395K +6,200 New
CRC
89
Curi RMB Capital
Illinois
$360K – – –
Marshall Wace
90
Marshall Wace
United Kingdom
$345K +$367K +5,758 New
William Blair & Company
91
William Blair & Company
Illinois
$342K -$7.01K -110 -2%
USAA
92
United Services Automobile Association
Texas
$332K – – –
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
$324K +$344K +5,400 New
WPC
94
White Pine Capital
Minnesota
$308K – – –
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$292K -$34.4K -539 -10%
SC
96
Savant Capital
Illinois
$285K – – –
AB
97
Amalgamated Bank
New York
$277K -$5.48K -86 -2%
GCP
98
GSA Capital Partners
United Kingdom
$267K +$10.7K +168 +4%
Canada Life
99
Canada Life
Manitoba, Canada
$264K -$8.86K -139 -3%
KWMG
100
King Wealth Management Group
Florida
$252K – – –
2 3
4
5 6

MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.