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MGE Energy Inc

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0%37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
126
Fuller & Thaler Asset Management
California
$150K
GWM
127
Geneos Wealth Management
Colorado
$131K
CFA
128
Carroll Financial Associates
North Carolina
$130K +$111K +1,850 +1,233%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$119K +$109K +1,820 New
Barclays
130
Barclays
United Kingdom
$117K -$77.2K -1,291 -42%
SO
131
STRS Ohio
Ohio
$111K +$12K +200 +13%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K -$6.28K -105 -6%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$103K -$106K -1,765 -53%
SG Americas Securities
134
SG Americas Securities
New York
$103K -$159K -2,655 -63%
PG
135
PEAK6 Group
Illinois
$97K -$48.8K -817 -35%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$95K +$86.9K +1,454 New
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$92K -$30K -502 -26%
GBBWRPM
138
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$91K
DBT
139
Dubuque Bank & Trust
Iowa
$86K
QI
140
QS Investors
New York
$85K -$149K -2,500 -66%
LIA
141
LS Investment Advisors
Michigan
$81K +$359 +6 +0.5%
SEI Investments
142
SEI Investments
Pennsylvania
$74K +$33.5K +561 +98%
DADC
143
D.A. Davidson & Co
Montana
$71K +$60 +1 +0.1%
NFG
144
Next Financial Group
Texas
$65K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$59K
MMG
146
Monetary Management Group
Missouri
$59K
BKA
147
Brick & Kyle Associates
Pennsylvania
$56K
AF
148
Allworth Financial
California
$52K
FCB
149
First Command Bank
Texas
$44K +$40.6K +679 New
FCFS
150
First Command Financial Services
Texas
$44K +$40.6K +679 New

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.