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MGE Energy Inc

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13%42.94% (+1.8%)

0% more funds holding

Funds holding: 157157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$82K -$144K -2,261 -65%
LIA
127
LS Investment Advisors
Michigan
$78K
DBT
128
Dubuque Bank & Trust
Iowa
$74K
TVWM
129
Tower View Wealth Management
Wisconsin
$68K +$318 +5 +0.5%
QT
130
Quantamental Technologies
New York
$67K +$5.28K +83 +9%
QCG
131
Quadrant Capital Group
Ohio
$57K +$52.8K +830 +2,184%
NFG
132
Next Financial Group
Texas
$54K -$23.7K -373 -32%
NFH
133
NEXT Financial Holdings
Texas
$54K +$50.9K +800 New
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$38.2K +600 +343%
Acadian Asset Management
135
Acadian Asset Management
Massachusetts
$47K
FCB
136
First Command Bank
Texas
$46K
FCFS
137
First Command Financial Services
Texas
$46K
HNB
138
Huntington National Bank
Ohio
$46K
Cohen & Steers
139
Cohen & Steers
New York
$44K +$41.6K +654 New
MMG
140
Monetary Management Group
Missouri
$34K
TCOV
141
Trust Company of Vermont
Vermont
$26K
TI
142
Truehand Inc
New Hampshire
$25K
PA
143
Parallel Advisors
California
$17K
MFBTD
144
MB Financial Bank - Trust Department
Illinois
$15K
MWM
145
Mascoma Wealth Management
New Hampshire
$12K
CFA
146
Carroll Financial Associates
North Carolina
$10K
WF
147
WealthTrust Fairport
Ohio
$10K
VCM
148
Versant Capital Management
Arizona
$9K -$318 -5 -3%
APA
149
American Portfolios Advisors
New York
$8.21K +$7.7K +121 New
MNBTD
150
Moody National Bank Trust Division
Texas
$6K -$636 -10 -10%

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.