We are live on ! Find out more
MGEE icon

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
PCG
151
Private Capital Group
Connecticut
$4K – – –
IFA
152
Interactive Financial Advisors
Illinois
$3K – – –
RFM
153
Royal Fund Management
Florida
$3K – – –
Twin Tree Management
154
Twin Tree Management
Texas
$3K +$3.7K +58 New
QCG
155
Quadrant Capital Group
Ohio
$2K – – –
AIA
156
Alera Investment Advisors
Illinois
$1K +$1.47K +23 New
AAMU
157
Amundi Asset Management US
Massachusetts
$210 +$223K +3,500 New
Creative Planning
158
Creative Planning
Kansas
– -$348K -5,458 Closed
JG
159
Jefferies Group
New York
– -$264K -4,142 Closed
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
– -$261K -4,092 Closed
TSS
161
Two Sigma Securities
New York
– -$245K -3,844 Closed
Baird Financial Group
162
Baird Financial Group
Wisconsin
– -$216K -3,438 Closed
MCM
163
Murphy Capital Management
New Jersey
– -$210K -3,300 Closed
Principal Financial Group
164
Principal Financial Group
Iowa
– -$207K -3,249 Closed
SFI
165
Susquehanna Fundamental Investments
Pennsylvania
– -$204K -3,194 Closed
APP
166
Avantax Planning Partners
Iowa
– -$39K -608 Closed
SPIA
167
Steward Partners Investment Advisory
New York
– -$31K -484 Closed
CB
168
Community Bank
New York
– -$15K -240 Closed
APA
169
American Portfolios Advisors
New York
– -$7.64K -120 Closed
RWA
170
River Wealth Advisors
Pennsylvania
– -$4K -67 Closed
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
– -$3K -51 Closed
LYV
172
Live Your Vision
Pennsylvania
– -$3K -45 Closed
ML
173
McAdam LLC
Pennsylvania
– -$2K -25 Closed
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.