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MGE Energy Inc

153 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $555K | Put options by funds: $164K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 145153 (+8)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.81% more ownership

Funds ownership: 38.32%39.13% (+0.81%)

0% less capital invested

Capital invested by funds: $858M → $855M (-$2.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
46
Reduced
44
Closed
13
Calls
$555K
Puts
$164K
Net Calls
+$391K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
BlueCrest Capital Management
Jersey
$269K -$166K -2,559 -38%
IP
102
Isthmus Partners
Wisconsin
$267K
KWMG
103
King Wealth Management Group
Florida
$265K
TI
104
Trexquant Investment
Connecticut
$258K +$266K +4,089 New
Canada Life
105
Canada Life
Manitoba, Canada
$253K
OCM
106
One Capital Management
California
$252K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$251K
Principal Financial Group
108
Principal Financial Group
Iowa
$247K -$774K -11,902 -75%
ABC
109
Associated Banc-Corp
Wisconsin
$225K
1IA
110
1834 Investment Advisors
Wisconsin
$201K +$207K +3,187 New
AG
111
Advisor Group
Arizona
$193K +$30.2K +465 +18%
AIP
112
Ameritas Investment Partners
Nebraska
$191K
BFEC
113
Benjamin F. Edwards & Company
Missouri
$167K +$11.2K +172 +7%
LC
114
Landaas & Company
Wisconsin
$165K +$19.5K +300 +13%
DBT
115
Dubuque Bank & Trust
Iowa
$156K
GWM
116
Geneos Wealth Management
Colorado
$146K +$19.4K +298 +15%
AF
117
Advisornet Financial
Minnesota
$143K +$148K +2,273 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$139K +$41.4K +637 +41%
Macquarie Group
119
Macquarie Group
Australia
$129K
IA
120
IFP Advisors
Florida
$101K -$160K -2,458 -61%
GBBWRPM
121
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$83K
LIA
122
LS Investment Advisors
Michigan
$80K +$390 +6 +0.5%
TVWM
123
Tower View Wealth Management
Wisconsin
$62K +$63.6K +978 New
II
124
Inspire Investing
Idaho
$54K +$55.9K +860 New
QI
125
QS Investors
New York
$45K

MGEE Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2017, worth a combined $855M — down 0.31% from $858M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 13 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.17M. The largest seller was Martingale Asset Management, cutting an estimated $2.78M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2017, down 0.31% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2017 and 13 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2017 was Victory Capital Management, an estimated $5.17M added.
  • The largest MGE Energy Inc seller in Q4 2017 was Martingale Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.