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MGE Energy Inc
MGEE

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0% → 37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162 → 168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$5.49M
3
Victory Capital Management
Victory Capital Management
Texas
+$4.85M
4
DIA
Dean Investment Associates
Ohio
+$4.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$14M
2
Invesco
Invesco
Georgia
-$4.56M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.12M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.24M
5
STCG
Speece Thorson Capital Group
Minnesota
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Savant Capital
Illinois
$315K – – –
1IA
102
1834 Investment Advisors
Wisconsin
$305K – – –
IP
103
Isthmus Partners
Wisconsin
$302K – – –
Millennium Management
104
Millennium Management
New York
$290K +$266K +4,442 New
AB
105
Amalgamated Bank
New York
$284K +$34.7K +580 +15%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$279K -$16K -268 -6%
LNC
107
Lincoln National Corp
Pennsylvania
$276K +$8.91K +149 +4%
KWMG
108
King Wealth Management Group
Florida
$274K – – –
Capstone Investment Advisors
109
Capstone Investment Advisors
New York
$274K +$251K +4,200 New
IA
110
IFP Advisors
Florida
$265K +$95.3K +1,595 +65%
Canada Life
111
Canada Life
Manitoba, Canada
$263K – – –
OCM
112
One Capital Management
California
$261K – – –
GA
113
Geneva Advisors
Illinois
$260K +$777 +13 +0.3%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$244K -$20.9K -350 -9%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$241K – – –
AAS
116
Annex Advisory Services
Wisconsin
$237K +$179 +3 +0.1%
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$235K – – –
TSS
118
Two Sigma Securities
New York
$231K +$211K +3,536 New
SIM
119
Sadoff Investment Management
Wisconsin
$223K +$204K +3,413 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$217K -$19.1K -319 -9%
JG
121
Jefferies Group
New York
$216K +$198K +3,309 New
GT
122
Glenmede Trust
Pennsylvania
$210K -$71.4K -1,194 -27%
FA
123
FDx Advisors
Illinois
$205K -$77.5K -1,297 -29%
AG
124
Advisor Group
Arizona
$163K -$29.9K -501 -17%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$162K – – –
3 4
5
6 7

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.