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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13% → 42.94% (+1.8%)

0% more funds holding

Funds holding: 157 → 157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$119K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$27.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.84M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.99M
2
SAM
Silvercrest Asset Management
New York
-$2.12M
3
Bank of America
Bank of America
North Carolina
-$2.06M
4
Millennium Management
Millennium Management
New York
-$1.99M
5
BCM
BlueCrest Capital Management
Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$272K +$254K +3,988 New
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$270K – – –
LC
103
Landaas & Company
Wisconsin
$262K +$245K +3,855 New
ProShare Advisors
104
ProShare Advisors
Maryland
$258K +$7.51K +118 +3%
DA
105
Denali Advisors
California
$258K +$242K +3,800 New
AIM
106
Assured Investment Management
New York
$227K -$302K -4,751 -59%
WPC
107
White Pine Capital
Minnesota
$226K -$115K -1,813 -35%
Macquarie Group
108
Macquarie Group
Australia
$224K – – –
WAM
109
Weiss Asset Management
Massachusetts
$219K +$205K +3,216 New
1IA
110
1834 Investment Advisors
Wisconsin
$217K – – –
SFI
111
Susquehanna Fundamental Investments
Pennsylvania
$217K +$203K +3,194 New
AG
112
Advisor Group
Arizona
$208K -$7.89K -124 -4%
QI
113
QS Investors
New York
$198K -$573 -9 -0.3%
AAMU
114
Amundi Asset Management US
Massachusetts
$197K -$38.2K -600 -17%
AIP
115
Ameritas Investment Partners
Nebraska
$193K – – –
DZ Bank
116
DZ Bank
Germany
$186K +$175K +2,746 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$180K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$173K +$21.9K +344 +16%
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$170K +$159K +2,500 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$161K – – –
GWM
121
Geneos Wealth Management
Colorado
$157K – – –
AF
122
Advisornet Financial
Minnesota
$154K – – –
SO
123
STRS Ohio
Ohio
$142K – – –
IFA
124
Interactive Financial Advisors
Illinois
$136K +$124K +1,950 +3,900%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$88K -$1.15K -18 -1%
3 4
5
6 7

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.