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MGE Energy Inc
MGEE

126 hedge funds and large institutions have $468M invested in MGE Energy Inc in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 122 → 126 (+4)

4% more capital invested

Capital invested by funds: $451M → $468M (+$17.4M)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
42
Closed
12
Calls
$385K
Puts
–
Net Calls
+$385K
Net Calls Change
-$90K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.02M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$3.63M
2
BFA
BlackRock Fund Advisors
California
-$3.23M
3
MAM
Magellan Asset Management
Australia
-$2.04M
4
Northern Trust
Northern Trust
Illinois
-$1.92M
5
SCM
Sterling Capital Management
North Carolina
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$111K +$762 +20 +0.7%
NES
102
New England Securities
New York
$111K +$107K +2,818 New
GGPS
103
Gary Goldberg Planning Services
New York
$103K -$3.35K -88 -3%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$98K – – –
DBT
105
Dubuque Bank & Trust
Iowa
$86K +$49.9K +1,310 +149%
RIA
106
Regal Investment Advisors
Michigan
$59K – – –
MAS
107
Madden Advisory Services
Florida
$57K +$54.8K +1,437 New
Canada Life
108
Canada Life
Manitoba, Canada
$52K – – –
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$50K – – –
ARC
110
Absolute Return Capital
Massachusetts
$45K +$43.6K +1,145 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$40K -$848K -22,264 -96%
MMG
112
Monetary Management Group
Missouri
$36K – – –
WA
113
Waverly Advisors
Alabama
$36K +$34.3K +900 New
PAM
114
Panagora Asset Management
Massachusetts
$33K -$38 -1 -0.1%
HCC
115
Hirtle Callaghan & Co
Pennsylvania
$30K – – –
Barclays
116
Barclays
United Kingdom
$24K -$33.3K -873 -59%
Group One Trading
117
Group One Trading
Illinois
$20K -$66.7K -1,750 -78%
TCOV
118
Trust Company of Vermont
Vermont
$15K – – –
FHA
119
First Horizon Advisors
Tennessee
$12K – – –
HF
120
Hoxton Financial
West Virginia
$12K – – –
TAM
121
Tocqueville Asset Management
New York
$12K – – –
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.14K -30 -10%
CFS
123
Community Financial System
New York
$9K – – –
MFBTD
124
MB Financial Bank - Trust Department
Illinois
$9K – – –
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$6K – – –
2 3 4
5
6

MGEE Hedge Fund Activity: Q2 2014 in Review

126 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2014, worth a combined $468M — up 3.9% from $451M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 12 closed out — a net gain of 4 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Norges Bank, adding an estimated $12.8M. The largest seller was Legal & General Group, exiting entirely with an estimated $3.63M sold.

  • 126 institutional investors held MGE Energy Inc (MGEE) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $468M of MGE Energy Inc stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2014 and 12 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q2 2014 was Norges Bank, an estimated $12.8M added.
  • The largest MGE Energy Inc seller in Q2 2014 was Legal & General Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2014.