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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3% → 41.04% (+0.74%)

1% less funds holding

Funds holding: 153 → 152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

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
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$40K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.15M
4
BlackRock
BlackRock
New York
+$2.44M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.81M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.16M
3
GCP
GSA Capital Partners
United Kingdom
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.39M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$44K – – –
HNB
127
Huntington National Bank
Ohio
$43K -$201K -3,101 -82%
FCB
128
First Command Bank
Texas
$43K – – –
FCFS
129
First Command Financial Services
Texas
$43K – – –
APP
130
Avantax Planning Partners
Iowa
$39K +$39.4K +608 New
MMG
131
Monetary Management Group
Missouri
$32K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$31K – – –
TCOV
133
Trust Company of Vermont
Vermont
$24K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$19K +$19K +293 New
PA
135
Parallel Advisors
California
$16K – – –
CB
136
Community Bank
New York
$15K – – –
MFBTD
137
MB Financial Bank - Trust Department
Illinois
$14K – – –
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
MWM
139
Mascoma Wealth Management
New Hampshire
$11K – – –
WF
140
WealthTrust Fairport
Ohio
$10K – – –
CFA
141
Carroll Financial Associates
North Carolina
$9K – – –
VCM
142
Versant Capital Management
Arizona
$9K – – –
APA
143
American Portfolios Advisors
New York
$7.64K +$65 +1 +0.8%
PCG
144
Private Capital Group
Connecticut
$4K – – –
RWA
145
River Wealth Advisors
Pennsylvania
$4K – – –
BL
146
Balentine LLC
Georgia
$4K +$4.28K +66 New
IFA
147
Interactive Financial Advisors
Illinois
$3K -$1.88K -29 -37%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$3K – – –
RFM
149
Royal Fund Management
Florida
$3K +$65 +1 +2%
LYV
150
Live Your Vision
Pennsylvania
$3K +$2.92K +45 New
3 4 5
6
7

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.