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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
101
Isthmus Partners
Wisconsin
$247K – – –
OCM
102
One Capital Management
California
$240K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$238K – – –
VF
104
Virtu Financial
New York
$238K +$253K +3,971 New
Barclays
105
Barclays
United Kingdom
$224K -$856K -13,433 -78%
ProShare Advisors
106
ProShare Advisors
Maryland
$221K -$37.8K -593 -14%
SSA
107
Schonfeld Strategic Advisors
New York
$217K +$230K +3,612 New
ABC
108
Associated Banc-Corp
Wisconsin
$214K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$208K +$45.9K +720 +26%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$207K – – –
Macquarie Group
111
Macquarie Group
Australia
$198K -$166K -2,600 -44%
SG Americas Securities
112
SG Americas Securities
New York
$197K -$93K -1,459 -31%
AG
113
Advisor Group
Arizona
$191K -$10.7K -168 -5%
1IA
114
1834 Investment Advisors
Wisconsin
$191K – – –
QI
115
QS Investors
New York
$175K -$102K -1,600 -35%
AIP
116
Ameritas Investment Partners
Nebraska
$170K – – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$159K – – –
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$142K – – –
GWM
119
Geneos Wealth Management
Colorado
$138K – – –
AF
120
Advisornet Financial
Minnesota
$136K – – –
AIC
121
Ameritas Investment Company
Nebraska
$136K +$145K +2,275 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$132K – – –
SO
123
STRS Ohio
Ohio
$125K +$134K +2,100 New
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$79K -$1.27K -20 -2%
NFG
125
Next Financial Group
Texas
$70K +$11K +173 +17%
3 4
5
6 7

MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.