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MGE Energy Inc

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45%37.9% (+0.44%)

8% less funds holding

Funds holding: 168155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
101
King Wealth Management Group
Florida
$273K
IA
102
IFP Advisors
Florida
$263K
ProShare Advisors
103
ProShare Advisors
Maryland
$262K -$101K -1,592 -28%
Canada Life
104
Canada Life
Manitoba, Canada
$260K
OCM
105
One Capital Management
California
$260K
GA
106
Geneva Advisors
Illinois
$258K -$822 -13 -0.3%
SG Americas Securities
107
SG Americas Securities
New York
$257K +$150K +2,370 +150%
LNC
108
Lincoln National Corp
Pennsylvania
$256K -$17.8K -282 -7%
FIM
109
Freedom Investment Management
Connecticut
$245K +$238K +3,764 New
AAS
110
Annex Advisory Services
Wisconsin
$236K +$190 +3 +0.1%
Capstone Investment Advisors
111
Capstone Investment Advisors
New York
$235K -$36.9K -584 -14%
ABC
112
Associated Banc-Corp
Wisconsin
$233K -$85.4K -1,350 -27%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$233K -$9.49K -150 -4%
GT
114
Glenmede Trust
Pennsylvania
$220K +$10.4K +164 +5%
AG
115
Advisor Group
Arizona
$216K +$53K +838 +34%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$214K +$93K +1,470 +81%
SO
117
STRS Ohio
Ohio
$208K +$94.9K +1,500 +88%
AIP
118
Ameritas Investment Partners
Nebraska
$196K +$191K +3,021 New
BFEC
119
Benjamin F. Edwards & Company
Missouri
$161K
Fuller & Thaler Asset Management
120
Fuller & Thaler Asset Management
California
$150K
GWM
121
Geneos Wealth Management
Colorado
$131K
CFA
122
Carroll Financial Associates
North Carolina
$130K
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$92K
GBBWRPM
125
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$90K

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.