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MGE Energy Inc
MGEE

163 hedge funds and large institutions have $1.12B invested in MGE Energy Inc in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$107M)

4% more funds holding

Funds holding: 157 → 163 (+6)

1.21% more ownership

Funds ownership: 42.94% → 44.15% (+1.2%)

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
53
Reduced
46
Closed
12
Calls
$898K
Puts
–
Net Calls
+$898K
Net Calls Change
+$551K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$13M
2
N
Nuveen
North Carolina
+$9.86M
3
Invesco
Invesco
Georgia
+$3.64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.44M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.15M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.5M
3
MAM
Martingale Asset Management
Massachusetts
-$1.39M
4
Morgan Stanley
Morgan Stanley
New York
-$998K
5
Deutsche Bank
Deutsche Bank
Germany
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$147K -$20.5K -298 -13%
IFA
127
Interactive Financial Advisors
Illinois
$146K – – –
1IA
128
1834 Investment Advisors
Wisconsin
$116K -$110K -1,594 -50%
QT
129
Quantamental Technologies
New York
$106K +$32K +466 +48%
TVWM
130
Tower View Wealth Management
Wisconsin
$101K +$25.8K +375 +37%
NFG
131
Next Financial Group
Texas
$93K +$32.5K +473 +59%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K -$7.08K -103 -8%
LIA
133
LS Investment Advisors
Michigan
$85K +$756 +11 +1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$77K -$10.2K -149 -12%
AAM
135
Advisors Asset Management
Colorado
$73K +$68.7K +999 New
QCG
136
Quadrant Capital Group
Ohio
$62K – – –
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
EI
138
Ellevest Inc
New York
$55K +$51.6K +750 New
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
$50K – – –
FCB
140
First Command Bank
Texas
$50K – – –
FCFS
141
First Command Financial Services
Texas
$50K – – –
HNB
142
Huntington National Bank
Ohio
$49K – – –
TF
143
TimeScale Financial
Massachusetts
$44K +$41.2K +600 New
MMG
144
Monetary Management Group
Missouri
$37K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$35K +$33.3K +484 New
TCOV
146
Trust Company of Vermont
Vermont
$28K – – –
TI
147
Truehand Inc
New Hampshire
$27K – – –
Cohen & Steers
148
Cohen & Steers
New York
$25K -$21.4K -312 -48%
GI
149
Gradient Investments
Minnesota
$23K +$21.4K +312 New
M
150
MOTCO
Texas
$23K +$21.8K +317 New
3 4 5
6
7

MGEE Hedge Fund Activity: Q2 2019 in Review

163 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2019, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MGEE positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $13M. The largest seller was BlackRock, cutting an estimated $2.15M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2019, up from 157 in Q1 2019.
  • Funds reported $1.12B of MGE Energy Inc stock for Q2 2019, up 11% quarter-over-quarter.
  • 24 funds opened new MGE Energy Inc positions in Q2 2019 and 12 closed out, a net change of +12 holders.
  • The largest MGE Energy Inc buyer in Q2 2019 was Millennium Management, an estimated $13M added.
  • The largest MGE Energy Inc seller in Q2 2019 was BlackRock, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2019.