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MGE Energy Inc
MGEE

147 hedge funds and large institutions have $640M invested in MGE Energy Inc in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $261K

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $562M → $640M (+$78.6M)

12% more funds holding

Funds holding: 131 → 147 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
51
Reduced
42
Closed
9
Calls
$1.58M
Puts
$261K
Net Calls
+$1.32M
Net Calls Change
+$486K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$10.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.08M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.08M
5
GAM
Gotham Asset Management
New York
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$5.3M
2
BFA
BlackRock Fund Advisors
California
-$2.44M
3
QI
QS Investors
New York
-$1.16M
4
ClearBridge Investments
ClearBridge Investments
New York
-$997K
5
MAM
Martingale Asset Management
Massachusetts
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
126
Barclays
United Kingdom
$20K +$18.5K +375 New
TRCT
127
Tower Research Capital (TRC)
New York
$19K +$18.2K +369 New
FHA
128
First Horizon Advisors
Tennessee
$16K – – –
HF
129
Hoxton Financial
West Virginia
$16K – – –
BL
130
Balentine LLC
Georgia
$15K – – –
Geode Capital Management
131
Geode Capital Management
Massachusetts
$14.1K +$1M +20,315 +8%
CB
132
Community Bank
New York
$13K – – –
MFBTD
133
MB Financial Bank - Trust Department
Illinois
$12K – – –
Federated Hermes
134
Federated Hermes
Pennsylvania
$11K +$492 +10 +5%
AIP
135
Ameritas Investment Partners
Nebraska
$10K – – –
VCM
136
Versant Capital Management
Arizona
$8K +$197 +4 +3%
CFA
137
Carroll Financial Associates
North Carolina
$7K – – –
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$7K – – –
CCS
139
Crosspoint Capital Strategies
California
$7K +$6.16K +125 New
AIM
140
Acrospire Investment Management
Illinois
$5K +$4.92K +100 New
Loomis, Sayles & Company
141
Loomis, Sayles & Company
Massachusetts
$4K +$3.6K +73 New
DA
142
Denali Advisors
California
$3K – – –
SEI Investments
143
SEI Investments
Pennsylvania
$2K +$1.63K +33 New
QI
144
QS Investors
New York
$1K -$1.16M -23,572 -100%
OCM
145
One Capital Management
California
$209 +$197K +4,000 New
NI
146
Numeric Investors
Massachusetts
– -$437K -9,410 Closed
CCMG
147
Clark Capital Management Group
Pennsylvania
– -$407K -8,782 Closed
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
– -$391K -8,418 Closed
QSS
149
Quantitative Systematic Strategies
Florida
– -$302K -6,454 Closed
Two Sigma Advisers
150
Two Sigma Advisers
New York
– -$232K -4,991 Closed
3 4 5
6
7

MGEE Hedge Fund Activity: Q1 2016 in Review

147 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2016, worth a combined $640M — up 14% from $562M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MGEE positions and 9 closed out — a net gain of 18 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.6M. The largest seller was Ameriprise, cutting an estimated $5.3M.

  • 147 institutional investors held MGE Energy Inc (MGEE) as of Q1 2016, up from 131 in Q4 2015.
  • Funds reported $640M of MGE Energy Inc stock for Q1 2016, up 14% quarter-over-quarter.
  • 27 funds opened new MGE Energy Inc positions in Q1 2016 and 9 closed out, a net change of +18 holders.
  • The largest MGE Energy Inc buyer in Q1 2016 was Victory Capital Management, an estimated $10.6M added.
  • The largest MGE Energy Inc seller in Q1 2016 was Ameriprise, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2016.