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MGE Energy Inc
MGEE

127 hedge funds and large institutions have $479M invested in MGE Energy Inc in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $439M → $479M (+$39.9M)

2% more funds holding

Funds holding: 124 → 127 (+3)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$11.8M
2
STCG
Speece Thorson Capital Group
Minnesota
+$2.94M
3
Millennium Management
Millennium Management
New York
+$2.87M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.03M
5
Citadel Advisors
Citadel Advisors
Florida
+$925K

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$4.18M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.37M
3
First Trust Advisors
First Trust Advisors
Illinois
-$938K
4
TCIM
TIAA CREF Investment Management
New York
-$871K
5
Ameriprise
Ameriprise
Minnesota
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
101
KBC Group
Belgium
$81K -$55.1K -1,395 -42%
DBT
102
Dubuque Bank & Trust
Iowa
$79K -$281K -7,102 -79%
LIA
103
LS Investment Advisors
Michigan
$66K -$47.9K -1,212 -43%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$42K +$1.82K +46 +5%
BAM
105
Bruderman Asset Management
New York
$41K – – –
GT
106
Glenmede Trust
Pennsylvania
$40K +$39.1K +989 New
MMG
107
Monetary Management Group
Missouri
$37K – – –
BKA
108
Brick & Kyle Associates
Pennsylvania
$35K – – –
RIA
109
Regal Investment Advisors
Michigan
$23K – – –
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$18K +$7.43K +188 +78%
TCOV
111
Trust Company of Vermont
Vermont
$16K – – –
Barclays
112
Barclays
United Kingdom
$14K -$314K -7,955 -96%
Federated Hermes
113
Federated Hermes
Pennsylvania
$14K -$21K -532 -61%
HF
114
Hoxton Financial
West Virginia
$13K – – –
BL
115
Balentine LLC
Georgia
$12K – – –
FHA
116
First Horizon Advisors
Tennessee
$12K – – –
CB
117
Community Bank
New York
$10K – – –
MFBTD
118
MB Financial Bank - Trust Department
Illinois
$9K – – –
AIP
119
Ameritas Investment Partners
Nebraska
$8K – – –
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
KCM
121
Karp Capital Management
California
$6K – – –
CFA
122
Carroll Financial Associates
North Carolina
$6K +$5.93K +150 New
PFBT
123
Parkside Financial Bank & Trust
Missouri
$6K +$5.93K +150 New
SIM
124
Sonora Investment Management
Arizona
$3K +$2.61K +66 New
DA
125
Denali Advisors
California
$2K – – –
2 3 4
5
6

MGEE Hedge Fund Activity: Q3 2015 in Review

127 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2015, worth a combined $479M — up 9.1% from $439M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MGEE positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $11.8M. The largest seller was Prudential Financial, exiting entirely with an estimated $4.18M sold.

  • 127 institutional investors held MGE Energy Inc (MGEE) as of Q3 2015, up from 124 in Q2 2015.
  • Funds reported $479M of MGE Energy Inc stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2015 was Silvercrest Asset Management, an estimated $11.8M added.
  • The largest MGE Energy Inc seller in Q3 2015 was Prudential Financial, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2015.