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MGE Energy Inc
MGEE

153 hedge funds and large institutions have $881M invested in MGE Energy Inc in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $774M → $881M (+$107M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 152 → 153 (+1)

0.5% more ownership

Funds ownership: 39.79% → 40.3% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
45
Reduced
46
Closed
17
Calls
$359K
Puts
–
Net Calls
+$359K
Net Calls Change
-$95K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.82M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.84M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.02M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.67M
2
Millennium Management
Millennium Management
New York
-$3.14M
3
Goldman Sachs
Goldman Sachs
New York
-$2.93M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.76M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
101
King Wealth Management Group
Florida
$265K – – –
Baird Financial Group
102
Baird Financial Group
Wisconsin
$255K +$236K +4,045 New
OCM
103
One Capital Management
California
$252K – – –
Holocene Advisors
104
Holocene Advisors
New York
$252K +$16.2K +278 +7%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$250K – – –
HNB
106
Huntington National Bank
Ohio
$238K +$181K +3,101 +459%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$237K – – –
TSS
108
Two Sigma Securities
New York
$236K +$219K +3,749 New
Principal Financial Group
109
Principal Financial Group
Iowa
$226K -$6.18K -106 -3%
ABC
110
Associated Banc-Corp
Wisconsin
$225K +$208K +3,562 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$212K -$31.1K -534 -14%
1IA
112
1834 Investment Advisors
Wisconsin
$201K – – –
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$201K +$186K +3,194 New
AIP
114
Ameritas Investment Partners
Nebraska
$179K -$10.9K -187 -6%
AG
115
Advisor Group
Arizona
$172K +$3.32K +57 +2%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$167K – – –
Barclays
117
Barclays
United Kingdom
$161K -$415K -7,113 -74%
LC
118
Landaas & Company
Wisconsin
$151K +$139K +2,390 New
GWM
119
Geneos Wealth Management
Colorado
$146K – – –
AF
120
Advisornet Financial
Minnesota
$143K – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$139K – – –
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K -$158K -2,714 -67%
LIA
123
LS Investment Advisors
Michigan
$81K +$408 +7 +0.5%
DBT
124
Dubuque Bank & Trust
Iowa
$74K – – –
TVWM
125
Tower View Wealth Management
Wisconsin
$62K +$291 +5 +0.5%
3 4
5
6 7

MGEE Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2018, worth a combined $881M — up 14% from $774M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $6.82M. The largest seller was Renaissance Technologies, cutting an estimated $3.67M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q2 2018, up from 152 in Q1 2018.
  • Funds reported $881M of MGE Energy Inc stock for Q2 2018, up 14% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q2 2018 and 17 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2018 was BlackRock, an estimated $6.82M added.
  • The largest MGE Energy Inc seller in Q2 2018 was Renaissance Technologies, an estimated $3.67M sold.

Based on aggregated 13F filings for Q2 2018.