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MGE Energy Inc
MGEE

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45% → 37.9% (+0.44%)

8% less funds holding

Funds holding: 168 → 155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$140M
2
First Trust Advisors
First Trust Advisors
Illinois
+$18.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.82M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.99M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.57M
3
ClearBridge Investments
ClearBridge Investments
New York
-$2.09M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.05M
5
Citigroup
Citigroup
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
126
Dubuque Bank & Trust
Iowa
$85K – – –
LIA
127
LS Investment Advisors
Michigan
$81K – – –
Citigroup
128
Citigroup
New York
$78K -$1.81M -28,645 -96%
Barclays
129
Barclays
United Kingdom
$70K -$45.7K -723 -40%
DADC
130
D.A. Davidson & Co
Montana
$70K -$127 -2 -0.2%
MMG
131
Monetary Management Group
Missouri
$58K – – –
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$55.3K -$46.2K -731 -46%
BKA
133
Brick & Kyle Associates
Pennsylvania
$55K – – –
AF
134
Allworth Financial
California
$52K – – –
QI
135
QS Investors
New York
$46K -$38K -600 -46%
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$45K -$713K -11,272 -94%
FCB
137
First Command Bank
Texas
$44K – – –
FCFS
138
First Command Financial Services
Texas
$44K – – –
TCOV
139
Trust Company of Vermont
Vermont
$25K – – –
PK
140
Pflug Koory
Nebraska
$24K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$21K – – –
VanEck Associates
142
VanEck Associates
New York
$19K +$2.85K +45 +18%
CB
143
Community Bank
New York
$16K – – –
PA
144
Parallel Advisors
California
$16K – – –
MFBTD
145
MB Financial Bank - Trust Department
Illinois
$15K – – –
VCM
146
Versant Capital Management
Arizona
$14K -$63 -1 -0.4%
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$6.26K -99 -34%
BL
148
Balentine LLC
Georgia
$12K – – –
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$10K – – –
TRCT
150
Tower Research Capital (TRC)
New York
$8K -$4.3K -68 -36%
3 4 5
6
7

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.