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MGE Energy Inc

154 hedge funds and large institutions have $831M invested in MGE Energy Inc in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,171% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $84K

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

0.64% less ownership

Funds ownership: 37.9%37.26% (-0.64%)

1% less funds holding

Funds holding: 155154 (-1)

3% less capital invested

Capital invested by funds: $854M → $831M (-$22.7M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
51
Reduced
44
Closed
14
Calls
$1.07M
Puts
$84K
Net Calls
+$984K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$288K +$8.22K +126 +3%
FIM
102
Freedom Investment Management
Connecticut
$282K +$40.7K +623 +17%
IP
103
Isthmus Partners
Wisconsin
$272K
KWMG
104
King Wealth Management Group
Florida
$270K
IA
105
IFP Advisors
Florida
$261K
Canada Life
106
Canada Life
Manitoba, Canada
$257K
OCM
107
One Capital Management
California
$257K
GA
108
Geneva Advisors
Illinois
$256K
LNC
109
Lincoln National Corp
Pennsylvania
$253K -$1.44K -22 -0.6%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$230K -$1.44K -22 -0.6%
ABC
111
Associated Banc-Corp
Wisconsin
$230K
Capstone Investment Advisors
112
Capstone Investment Advisors
New York
$226K -$6.26K -96 -3%
GT
113
Glenmede Trust
Pennsylvania
$220K
SO
114
STRS Ohio
Ohio
$218K +$13.1K +200 +6%
SG Americas Securities
115
SG Americas Securities
New York
$217K -$37.3K -571 -14%
AAS
116
Annex Advisory Services
Wisconsin
$210K -$24.1K -369 -10%
AIP
117
Ameritas Investment Partners
Nebraska
$194K
AG
118
Advisor Group
Arizona
$166K -$48.6K -745 -22%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$159K
Fuller & Thaler Asset Management
120
Fuller & Thaler Asset Management
California
$148K
GWM
121
Geneos Wealth Management
Colorado
$129K
CFA
122
Carroll Financial Associates
North Carolina
$128K
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K -$196 -3 -0.2%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$101K +$10.1K +154 +11%
GBBWRPM
125
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$88K

MGEE Hedge Fund Activity: Q2 2017 in Review

154 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2017, worth a combined $831M — down 2.7% from $854M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 51 added.

The largest buyer was Millennium Management, adding an estimated $4.38M. The largest seller was First Trust Advisors, cutting an estimated $19M.

  • 154 institutional investors held MGE Energy Inc (MGEE) as of Q2 2017, down from 155 in Q1 2017.
  • Funds reported $831M of MGE Energy Inc stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q2 2017 was Millennium Management, an estimated $4.38M added.
  • The largest MGE Energy Inc seller in Q2 2017 was First Trust Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2017.