We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0% → 37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162 → 168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$5.49M
3
Victory Capital Management
Victory Capital Management
Texas
+$4.85M
4
DIA
Dean Investment Associates
Ohio
+$4.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$14M
2
Invesco
Invesco
Georgia
-$4.56M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.12M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.24M
5
STCG
Speece Thorson Capital Group
Minnesota
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
151
Trust Company of Vermont
Vermont
$25K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$21K +$20K +334 New
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
PA
154
Parallel Advisors
California
$17K +$15.3K +256 New
CB
155
Community Bank
New York
$16K – – –
VanEck Associates
156
VanEck Associates
New York
$16K +$2.99K +50 +25%
MFBTD
157
MB Financial Bank - Trust Department
Illinois
$15K – – –
VCM
158
Versant Capital Management
Arizona
$14K +$3.71K +62 +38%
AIM
159
Acrospire Investment Management
Illinois
$13K -$29.9K -500 -71%
TRCT
160
Tower Research Capital (TRC)
New York
$12K -$598 -10 -5%
BL
161
Balentine LLC
Georgia
$12K +$2.39K +40 +27%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$10K – – –
HR
163
Howe & Rusling
New York
$8K – – –
DA
164
Denali Advisors
California
$4K – – –
CG
165
Cutler Group
California
$2K – – –
AAP
166
Arax Advisory Partners
Colorado
$2K +$1.79K +30 New
PK
167
Pflug Koory
Nebraska
$24 +$22.4K +375 New
First Trust Advisors
168
First Trust Advisors
Illinois
– -$14M -248,132 Closed
Arrowstreet Capital
169
Arrowstreet Capital
Massachusetts
– -$3.24M -57,386 Closed
MAP
170
Moody Aldrich Partners
Massachusetts
– -$960K -16,995 Closed
AIMCA
171
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$610K -10,800 Closed
BCM
172
BlueCrest Capital Management
Jersey
– -$544K -9,622 Closed
RA
173
Rational Advisors
New York
– -$538K -9,525 Closed
ACI
174
AMP Capital Investors
Australia
– -$258K -4,541 Closed
NI
175
Numeric Investors
Massachusetts
– -$252K -4,460 Closed
4 5 6
7
8

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.