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MGE Energy Inc
MGEE

122 hedge funds and large institutions have $451M invested in MGE Energy Inc in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $514K | Put options by funds: $39K

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

10% more funds holding

Funds holding: 111 → 122 (+11)

3% more capital invested

Capital invested by funds: $437M → $451M (+$13.5M)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
41
Closed
8
Calls
$514K
Puts
$39K
Net Calls
+$475K
Net Calls Change
+$87K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$6.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.34M
4
AG
Aperio Group
California
+$1.33M
5
Millennium Management
Millennium Management
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$2.75M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.97M
3
BFA
BlackRock Fund Advisors
California
-$1.64M
4
Northern Trust
Northern Trust
Illinois
-$1.59M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$58K +$24.9K +652 +78%
Canada Life
102
Canada Life
Manitoba, Canada
$52K -$38 -1 -0.1%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$50K -$956 -25 -2%
TFO
104
Tarbox Family Office
California
$41K -$20.1K -526 -33%
MMG
105
Monetary Management Group
Missouri
$35K – – –
DBT
106
Dubuque Bank & Trust
Iowa
$34K -$4.9K -128 -13%
PAM
107
Panagora Asset Management
Massachusetts
$33K -$395K -10,334 -92%
HCC
108
Hirtle Callaghan & Co
Pennsylvania
$29K – – –
DA
109
Dunvegan Associates
California
$18K +$17.2K +450 New
TCOV
110
Trust Company of Vermont
Vermont
$15K -$38 -1 -0.3%
FHA
111
First Horizon Advisors
Tennessee
$12K – – –
HF
112
Hoxton Financial
West Virginia
$12K – – –
TAM
113
Tocqueville Asset Management
New York
$12K – – –
EFSCE
114
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$1.91K +50 +19%
WAS
115
Winch Advisory Services
Wisconsin
$12K +$12.2K +318 New
CFS
116
Community Financial System
New York
$9K – – –
MFBTD
117
MB Financial Bank - Trust Department
Illinois
$9K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$6K -$38 -1 -0.6%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.47K -$12.7K -332 -74%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03K +$58.4K +1,527 +6%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$1K +$956 +25 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$1K +$1.22K +32 New
IG
123
ING Group
Netherlands
– -$2.75M -71,250 Closed
SFM
124
Systematic Financial Management
New Jersey
– -$1.25M -32,423 Closed
WA
125
WFG Advisors
Texas
– -$1.06M -27,552 Closed
2 3 4
5
6

MGEE Hedge Fund Activity: Q1 2014 in Review

122 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2014, worth a combined $451M — up 3.1% from $437M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $6.35M. The largest seller was ING Group, exiting entirely with an estimated $2.75M sold.

  • 122 institutional investors held MGE Energy Inc (MGEE) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $451M of MGE Energy Inc stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q1 2014 and 8 closed out, a net change of +11 holders.
  • The largest MGE Energy Inc buyer in Q1 2014 was Silvercrest Asset Management, an estimated $6.35M added.
  • The largest MGE Energy Inc seller in Q1 2014 was ING Group, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2014.