MGE Energy Inc
MGEE
145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.
1.06% more ownership
Funds ownership: 37.26% → 38.32% (+1.1%)
3% more capital invested
Capital invested by funds: $831M → $858M (+$26.6M)
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
6% less funds holding
Funds holding: 154 → 145 (-9)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$20M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.87M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$2.77M |
| 5 |
BlackRock
New York
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.34M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.62M |
| 3 |
Morgan Stanley
New York
|
-$1.36M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.33M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RQS
151
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$303K | -4,701 | Closed |
|
152
Capstone Investment Advisors
New York
| – | -$226K | -3,520 | Closed |
|
|
GT
153
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$220K | -3,405 | Closed |
|
154
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$148K | -2,300 | Closed |
|
|
DADC
155
D.A. Davidson & Co
Great Falls,
Montana
| – | -$69K | -1,077 | Closed |
|
|
AIM
156
Acrospire Investment Management
Chicago,
Illinois
| – | -$39K | -600 | Closed |
|
|
PK
157
Pflug Koory
Omaha,
Nebraska
| – | -$24K | -375 | Closed |
|
|
HR
158
Howe & Rusling
Rochester,
New York
| – | -$8K | -117 | Closed |
|
|
DA
159
Denali Advisors
San Diego,
California
| – | -$3K | -45 | Closed |
|
MGEE Hedge Fund Activity: Q3 2017 in Review
145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.
The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.
- 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
- Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
- 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
- The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
- The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.
Based on aggregated 13F filings for Q3 2017.