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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $774M invested in MGE Energy Inc in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 39.13% → 39.79% (+0.66%)

1% less funds holding

Funds holding: 153 → 152 (-1)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less capital invested

Capital invested by funds: $855M → $774M (-$81.1M)

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
17
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$3.46M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.63M
4
Goldman Sachs
Goldman Sachs
New York
+$2.32M
5
AIM
Assured Investment Management
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.85M
3
BlackRock
BlackRock
New York
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.51M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$49K -$228K -4,010 -82%
QT
127
Quantbot Technologies
New York
$48K +$49.6K +872 New
QI
128
QS Investors
New York
$40K – – –
FCB
129
First Command Bank
Texas
$38.1K – – –
Acadian Asset Management
130
Acadian Asset Management
Massachusetts
$38K – – –
FCFS
131
First Command Financial Services
Texas
$38K – – –
HNB
132
Huntington National Bank
Ohio
$38K – – –
APP
133
Avantax Planning Partners
Iowa
$34K +$34.6K +608 New
SEI Investments
134
SEI Investments
Pennsylvania
$29K +$342 +6 +1%
MMG
135
Monetary Management Group
Missouri
$28K – – –
SO
136
STRS Ohio
Ohio
$22K – – –
TCOV
137
Trust Company of Vermont
Vermont
$21K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$18K – – –
PA
139
Parallel Advisors
California
$14K – – –
CB
140
Community Bank
New York
$13K – – –
MFBTD
141
MB Financial Bank - Trust Department
Illinois
$13K – – –
RA
142
Royce & Associates
New York
$13K +$1.02K +18 +8%
MOS
143
MGO One Seven
Ohio
$11K – – –
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
VCM
145
Versant Capital Management
Arizona
$9K -$2.39K -42 -20%
CFA
146
Carroll Financial Associates
North Carolina
$8K – – –
IWM
147
IHT Wealth Management
Illinois
$8K – – –
SFM
148
Signet Financial Management
New Jersey
$8K +$8.54K +150 New
APA
149
American Portfolios Advisors
New York
$6.64K – – –
PCG
150
Private Capital Group
Connecticut
$4K -$30.3K -532 -89%
3 4 5
6
7

MGEE Hedge Fund Activity: Q1 2018 in Review

152 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2018, worth a combined $774M — down 9.5% from $855M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MGEE and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $1.88M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q1 2018, down from 153 in Q4 2017.
  • Funds reported $774M of MGE Energy Inc stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2018 was Renaissance Technologies, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q1 2018 was State Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2018.