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MGE Energy Inc
MGEE

113 hedge funds and large institutions have $417M invested in MGE Energy Inc in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

4% more funds holding

Funds holding: 109 → 113 (+4)

1% less capital invested

Capital invested by funds: $422M → $417M (-$4.36M)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
35
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.71M
3
Deutsche Bank
Deutsche Bank
Germany
+$873K
4
Legal & General Group
Legal & General Group
United Kingdom
+$851K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$667K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.66M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.73M
3
U
UBS
Switzerland
-$1.32M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
Bank of America
Bank of America
North Carolina
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$28K +$28.8K +771 New
HCC
102
Hirtle Callaghan & Co
Pennsylvania
$27K +$28K +750 New
DBT
103
Dubuque Bank & Trust
Iowa
$20K – – –
TCOV
104
Trust Company of Vermont
Vermont
$14K – – –
Barclays
105
Barclays
United Kingdom
$13K -$28.4K -759 -67%
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$784 +21 +7%
Creative Planning
107
Creative Planning
Kansas
$11K – – –
HF
108
Hoxton Financial
West Virginia
$11K – – –
FHA
109
First Horizon Advisors
Tennessee
$11K +$11.2K +300 New
MFBTD
110
MB Financial Bank - Trust Department
Illinois
$8K – – –
PIA
111
Piedmont Investment Advisors
North Carolina
$3.6K +$1.83K +49 +98%
PCM
112
Prelude Capital Management
New York
$3K +$3.36K +90 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$893 – – –
Prudential Financial
114
Prudential Financial
New Jersey
– -$270K -7,391 Closed
PP
115
PDT Partners
New York
– -$240K -6,581 Closed
GWI
116
Grace & White Inc
New York
– -$230K -6,300 Closed
Federated Hermes
117
Federated Hermes
Pennsylvania
– -$101K -2,771 Closed
OMCS
118
Old Mutual Customised Solutions
South Africa
– -$16K -450 Closed
1 2 3 4
5

MGEE Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2013, worth a combined $417M — down 1% from $422M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MGEE positions and 5 closed out — a net gain of 6 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.79M. The largest seller was Ameriprise, cutting an estimated $6.66M.

  • 113 institutional investors held MGE Energy Inc (MGEE) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $417M of MGE Energy Inc stock for Q3 2013, down 1% quarter-over-quarter.
  • 11 funds opened new MGE Energy Inc positions in Q3 2013 and 5 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $4.79M added.
  • The largest MGE Energy Inc seller in Q3 2013 was Ameriprise, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2013.