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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$69K -$8.73K -137 -11%
DBT
127
Dubuque Bank & Trust
Iowa
$66K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
TVWM
129
Tower View Wealth Management
Wisconsin
$60K +$319 +5 +0.5%
IA
130
IFP Advisors
Florida
$54K – – –
QT
131
Quantamental Technologies
New York
$54K +$57.2K +898 New
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$41K – – –
FCB
133
First Command Bank
Texas
$41K – – –
FCFS
134
First Command Financial Services
Texas
$41K – – –
HNB
135
Huntington National Bank
Ohio
$40K – – –
MMG
136
Monetary Management Group
Missouri
$30K – – –
TCOV
137
Trust Company of Vermont
Vermont
$23K – – –
TI
138
Truehand Inc
New Hampshire
$22K +$23.9K +375 New
PA
139
Parallel Advisors
California
$15K – – –
MFBTD
140
MB Financial Bank - Trust Department
Illinois
$13K – – –
KCM
141
Karp Capital Management
California
$13K +$14K +220 New
MWM
142
Mascoma Wealth Management
New Hampshire
$11K – – –
MOS
143
MGO One Seven
Ohio
$11K +$12.6K +198 New
TRCT
144
Tower Research Capital (TRC)
New York
$10K -$8.48K -133 -45%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
VCM
146
Versant Capital Management
Arizona
$9K – – –
WF
147
WealthTrust Fairport
Ohio
$9K – – –
CFA
148
Carroll Financial Associates
North Carolina
$8K – – –
MNBTD
149
Moody National Bank Trust Division
Texas
$6K +$6.31K +99 New
BL
150
Balentine LLC
Georgia
$4K – – –
3 4 5
6
7

MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.