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MGE Energy Inc
MGEE

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26% → 38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154 → 145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$357K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$20M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$3.87M
4
SAM
Silvercrest Asset Management
New York
+$2.77M
5
BlackRock
BlackRock
New York
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.34M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.36M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.33M
5
MWNA
Marshall Wace North America
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
101
King Wealth Management Group
Florida
$271K – – –
Canada Life
102
Canada Life
Manitoba, Canada
$264K – – –
IA
103
IFP Advisors
Florida
$262K – – –
OCM
104
One Capital Management
California
$258K – – –
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$257K +$257K +3,973 New
LNC
106
Lincoln National Corp
Pennsylvania
$255K +$1.17K +18 +0.5%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$241K +$11K +170 +5%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$230K -$372K -5,754 -62%
ABC
109
Associated Banc-Corp
Wisconsin
$230K -$971 -15 -0.4%
AAS
110
Annex Advisory Services
Wisconsin
$211K +$194 +3 +0.1%
Citadel Advisors
111
Citadel Advisors
Florida
$205K -$598K -9,239 -74%
AIP
112
Ameritas Investment Partners
Nebraska
$192K – – –
AG
113
Advisor Group
Arizona
$167K +$453 +7 +0.3%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$160K – – –
DBT
115
Dubuque Bank & Trust
Iowa
$160K +$75.5K +1,167 +89%
LC
116
Landaas & Company
Wisconsin
$150K +$150K +2,315 New
GWM
117
Geneos Wealth Management
Colorado
$130K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$101K – – –
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$89K – – –
SO
120
STRS Ohio
Ohio
$83K -$136K -2,100 -62%
LIA
121
LS Investment Advisors
Michigan
$82K +$776 +12 +1%
AF
122
Allworth Financial
California
$52K – – –
QI
123
QS Investors
New York
$46K – – –
Acadian Asset Management
124
Acadian Asset Management
Massachusetts
$44K – – –
FCB
125
First Command Bank
Texas
$44K – – –
3 4
5
6 7

MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.