We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

152 hedge funds and large institutions have $774M invested in MGE Energy Inc in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 39.13% → 39.79% (+0.66%)

1% less funds holding

Funds holding: 153 → 152 (-1)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less capital invested

Capital invested by funds: $855M → $774M (-$81.1M)

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
17
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$3.46M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.63M
4
Goldman Sachs
Goldman Sachs
New York
+$2.32M
5
AIM
Assured Investment Management
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.85M
3
BlackRock
BlackRock
New York
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.51M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$243K -$206K -3,611 -46%
FWM
102
Frontier Wealth Management
Missouri
$238K +$241K +4,242 New
IP
103
Isthmus Partners
Wisconsin
$237K – – –
KWMG
104
King Wealth Management Group
Florida
$236K – – –
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$227K -$236K -4,148 -51%
CAS
106
Cue Advisory Services
Arizona
$224K -$56.9K -1,000 -20%
OCM
107
One Capital Management
California
$224K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$223K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$219K -$119K -2,086 -35%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$210K -$36.4K -640 -15%
Holocene Advisors
111
Holocene Advisors
New York
$209K +$212K +3,725 New
Principal Financial Group
112
Principal Financial Group
Iowa
$207K -$12.8K -224 -6%
WAM
113
Weiss Asset Management
Massachusetts
$202K +$205K +3,600 New
1IA
114
1834 Investment Advisors
Wisconsin
$179K – – –
AIP
115
Ameritas Investment Partners
Nebraska
$169K – – –
AG
116
Advisor Group
Arizona
$150K -$21.7K -382 -13%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$148K – – –
GWM
118
Geneos Wealth Management
Colorado
$129K – – –
AF
119
Advisornet Financial
Minnesota
$128K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$124K – – –
IA
121
IFP Advisors
Florida
$101K – – –
GBBWRPM
122
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$78K – – –
LIA
123
LS Investment Advisors
Michigan
$72K +$398 +7 +0.6%
DBT
124
Dubuque Bank & Trust
Iowa
$66K -$74.6K -1,310 -53%
TVWM
125
Tower View Wealth Management
Wisconsin
$55K +$342 +6 +0.6%
3 4
5
6 7

MGEE Hedge Fund Activity: Q1 2018 in Review

152 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2018, worth a combined $774M — down 9.5% from $855M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MGEE and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $1.88M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q1 2018, down from 153 in Q4 2017.
  • Funds reported $774M of MGE Energy Inc stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2018 was Renaissance Technologies, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q1 2018 was State Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2018.