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MGE Energy Inc
MGEE

153 hedge funds and large institutions have $881M invested in MGE Energy Inc in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $774M → $881M (+$107M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 152 → 153 (+1)

0.5% more ownership

Funds ownership: 39.79% → 40.3% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
45
Reduced
46
Closed
17
Calls
$359K
Puts
–
Net Calls
+$359K
Net Calls Change
-$95K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.82M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.84M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.02M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.67M
2
Millennium Management
Millennium Management
New York
-$3.14M
3
Goldman Sachs
Goldman Sachs
New York
-$2.93M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.76M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$57K -$40.2K -690 -43%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$43K – – –
FCB
128
First Command Bank
Texas
$43K – – –
FCFS
129
First Command Financial Services
Texas
$43K – – –
PIA
130
Piedmont Investment Advisors
North Carolina
$38K +$35.3K +606 New
SEI Investments
131
SEI Investments
Pennsylvania
$34K +$699 +12 +2%
MMG
132
Monetary Management Group
Missouri
$32K – – –
SPIA
133
Steward Partners Investment Advisory
New York
$31K +$8.74K +150 +45%
RA
134
Royce & Associates
New York
$25K +$9.21K +158 +67%
TCOV
135
Trust Company of Vermont
Vermont
$24K – – –
PA
136
Parallel Advisors
California
$16K – – –
CB
137
Community Bank
New York
$15K – – –
MFBTD
138
MB Financial Bank - Trust Department
Illinois
$14K – – –
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
MWM
140
Mascoma Wealth Management
New Hampshire
$11K +$10.5K +180 New
VCM
141
Versant Capital Management
Arizona
$9K -$1.05K -18 -11%
CFA
142
Carroll Financial Associates
North Carolina
$9K – – –
WF
143
WealthTrust Fairport
Ohio
$9K +$8.74K +150 New
APA
144
American Portfolios Advisors
New York
$7.5K +$58 +1 +0.8%
CF
145
Centaurus Financial
California
$7K +$6.88K +118 New
IFA
146
Interactive Financial Advisors
Illinois
$5K +$4.61K +79 New
PCG
147
Private Capital Group
Connecticut
$4K – – –
RWA
148
River Wealth Advisors
Pennsylvania
$4K +$3.9K +67 New
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$3K – – –
RFM
150
Royal Fund Management
Florida
$3K – – –
3 4 5
6
7

MGEE Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2018, worth a combined $881M — up 14% from $774M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $6.82M. The largest seller was Renaissance Technologies, cutting an estimated $3.67M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q2 2018, up from 152 in Q1 2018.
  • Funds reported $881M of MGE Energy Inc stock for Q2 2018, up 14% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q2 2018 and 17 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2018 was BlackRock, an estimated $6.82M added.
  • The largest MGE Energy Inc seller in Q2 2018 was Renaissance Technologies, an estimated $3.67M sold.

Based on aggregated 13F filings for Q2 2018.