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MGE Energy Inc

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13%42.94% (+1.8%)

0% more funds holding

Funds holding: 157157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$598K
ZCM
77
Zebra Capital Management
Connecticut
$579K +$124K +1,952 +30%
Citigroup
78
Citigroup
New York
$558K -$131K -2,063 -20%
CEP
79
Chicago Equity Partners
Illinois
$552K -$77.6K -1,220 -13%
RJA
80
Raymond James & Associates
Florida
$520K
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$501K +$160K +2,509 +52%
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$496K
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$453K -$49.4K -776 -10%
TIM
84
Thompson Investment Management
Wisconsin
$453K +$382 +6 +0.1%
PAM
85
Panagora Asset Management
Massachusetts
$435K +$407K +6,402 New
BPM
86
Bowling Portfolio Management
Ohio
$429K -$764 -12 -0.2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$428K +$400K +6,290 New
Citadel Advisors
88
Citadel Advisors
Florida
$425K -$638K -10,026 -62%
Bessemer Group
89
Bessemer Group
New Jersey
$421K -$276K -4,334 -41%
GCP
90
GSA Capital Partners
United Kingdom
$407K +$98.4K +1,546 +35%
William Blair & Company
91
William Blair & Company
Illinois
$391K +$2.86K +45 +0.8%
USAA
92
United Services Automobile Association
Texas
$376K
Canada Life
93
Canada Life
Manitoba, Canada
$367K +$52.4K +824 +18%
Holocene Advisors
94
Holocene Advisors
New York
$363K -$118K -1,862 -26%
AB
95
Amalgamated Bank
New York
$328K +$13.1K +206 +4%
SC
96
Savant Capital
Illinois
$323K
ABC
97
Associated Banc-Corp
Wisconsin
$292K +$46.5K +730 +20%
KWMG
98
King Wealth Management Group
Florida
$285K
IP
99
Isthmus Partners
Wisconsin
$280K
OCM
100
One Capital Management
California
$272K

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.