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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3% → 41.04% (+0.74%)

1% less funds holding

Funds holding: 153 → 152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

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
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$40K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.15M
4
BlackRock
BlackRock
New York
+$2.44M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.81M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.16M
3
GCP
GSA Capital Partners
United Kingdom
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.39M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
101
One Capital Management
California
$255K – – –
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$254K – – –
TSS
103
Two Sigma Securities
New York
$245K +$6.16K +95 +3%
ABC
104
Associated Banc-Corp
Wisconsin
$227K – – –
Neuberger Berman Group
105
Neuberger Berman Group
New York
$221K -$18.9K -292 -8%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$216K -$39.4K -607 -15%
AG
107
Advisor Group
Arizona
$214K +$40.4K +623 +23%
MCM
108
Murphy Capital Management
New Jersey
$210K -$131K -2,025 -38%
Principal Financial Group
109
Principal Financial Group
Iowa
$207K -$21.4K -330 -9%
SFI
110
Susquehanna Fundamental Investments
Pennsylvania
$204K – – –
1IA
111
1834 Investment Advisors
Wisconsin
$203K – – –
AIP
112
Ameritas Investment Partners
Nebraska
$181K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$175K +$178K +2,745 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$169K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$151K -$64.9K -1,001 -30%
GWM
116
Geneos Wealth Management
Colorado
$147K – – –
AF
117
Advisornet Financial
Minnesota
$145K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$141K – – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$85K – – –
LIA
120
LS Investment Advisors
Michigan
$82K – – –
DBT
121
Dubuque Bank & Trust
Iowa
$70K -$4.8K -74 -6%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$65K +$64.9K +1,000 +5,882%
NFG
123
Next Financial Group
Texas
$64K +$64.9K +1,000 New
TVWM
124
Tower View Wealth Management
Wisconsin
$63K +$324 +5 +0.5%
IA
125
IFP Advisors
Florida
$58K – – –
3 4
5
6 7

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.