We are live on ! Find out more
MGEE icon

MGE Energy Inc

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26%38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
Net Calls
+$627K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
126
First Command Financial Services
Texas
$44K
HNB
127
Huntington National Bank
Ohio
$44K
CFA
128
Carroll Financial Associates
North Carolina
$42K -$87.5K -1,352 -68%
VIA
129
Vantage Investment Advisors
Pennsylvania
$41K
SEI Investments
130
SEI Investments
Pennsylvania
$34K +$4.08K +63 +14%
MMG
131
Monetary Management Group
Missouri
$32K -$25.9K -400 -44%
Citigroup
132
Citigroup
New York
$30K +$19.2K +296 +183%
TCOV
133
Trust Company of Vermont
Vermont
$25K
SPIA
134
Steward Partners Investment Advisory
New York
$21K
CB
135
Community Bank
New York
$16K
PA
136
Parallel Advisors
California
$16K
MFBTD
137
MB Financial Bank - Trust Department
Illinois
$15K
VCM
138
Versant Capital Management
Arizona
$14K -$324 -5 -2%
BL
139
Balentine LLC
Georgia
$12K
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
RA
141
Royce & Associates
New York
$12K +$12.4K +192 New
IWM
142
IHT Wealth Management
Illinois
$10K
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$10K
AAP
144
Arax Advisory Partners
Colorado
$1K
WPC
145
White Pine Capital
Minnesota
$487
MWNA
146
Marshall Wace North America
New York
-$1.16M -18,073 Closed
AAMU
147
AEGON Asset Management (UK)
United Kingdom
-$1.06M -16,427 Closed
Jane Street
148
Jane Street
New York
-$960K -14,924 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$444K -6,858 Closed
DTL
150
Dynamic Technology Lab
Singapore
-$343K -5,316 Closed

MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.