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MGE Energy Inc
MGEE

153 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $555K | Put options by funds: $164K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 145 → 153 (+8)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.81% more ownership

Funds ownership: 38.32% → 39.13% (+0.81%)

0% less capital invested

Capital invested by funds: $858M → $855M (-$2.69M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
46
Reduced
44
Closed
13
Calls
$555K
Puts
$164K
Net Calls
+$391K
Net Calls Change
-$236K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$5.17M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.68M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.45M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
-$2.78M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.73M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.32M
4
Bessemer Group
Bessemer Group
New Jersey
-$2.31M
5
NFA
Nationwide Fund Advisors
Ohio
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$43K – – –
FCB
127
First Command Bank
Texas
$43K – – –
FCFS
128
First Command Financial Services
Texas
$43K – – –
HNB
129
Huntington National Bank
Ohio
$43K – – –
VIA
130
Vantage Investment Advisors
Pennsylvania
$40K – – –
SEI Investments
131
SEI Investments
Pennsylvania
$33K – – –
MMG
132
Monetary Management Group
Missouri
$32K – – –
SO
133
STRS Ohio
Ohio
$25K -$58.5K -900 -69%
TCOV
134
Trust Company of Vermont
Vermont
$24K – – –
TRCT
135
Tower Research Capital (TRC)
New York
$23K -$257K -3,945 -91%
SPIA
136
Steward Partners Investment Advisory
New York
$21K – – –
DCM
137
Delpha Capital Management
New York
$18K +$19K +292 New
PA
138
Parallel Advisors
California
$16K – – –
CB
139
Community Bank
New York
$15K – – –
PG
140
PEAK6 Group
Illinois
$15K +$15.7K +242 New
MFBTD
141
MB Financial Bank - Trust Department
Illinois
$14K – – –
RA
142
Royce & Associates
New York
$14K +$1.76K +27 +14%
VCM
143
Versant Capital Management
Arizona
$13K -$520 -8 -4%
BL
144
Balentine LLC
Georgia
$12K – – –
MOS
145
MGO One Seven
Ohio
$12K +$12.9K +198 New
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$911 -14 -7%
CFA
147
Carroll Financial Associates
North Carolina
$9K -$32.4K -498 -77%
IWM
148
IHT Wealth Management
Illinois
$9K – – –
APA
149
American Portfolios Advisors
New York
$7.43K +$7.68K +118 New
STA
150
Summit Trail Advisors
New York
$3K +$3.25K +50 New
3 4 5
6
7

MGEE Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2017, worth a combined $855M — down 0.31% from $858M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 13 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.17M. The largest seller was Martingale Asset Management, cutting an estimated $2.78M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2017, down 0.31% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2017 and 13 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2017 was Victory Capital Management, an estimated $5.17M added.
  • The largest MGE Energy Inc seller in Q4 2017 was Martingale Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.