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MGE Energy Inc

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: 157163 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$19K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$16K +$15.5K +225 New
MWM
153
Mascoma Wealth Management
New Hampshire
$13K
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$11K -$152K -2,212 -94%
CFA
155
Carroll Financial Associates
North Carolina
$10K
VCM
156
Versant Capital Management
Arizona
$9K -$1.1K -16 -11%
APA
157
American Portfolios Advisors
New York
$8.87K
BL
158
Balentine LLC
Georgia
$5K
PCG
159
Private Capital Group
Connecticut
$4K
RFM
160
Royal Fund Management
Florida
$4K +$69 +1 +2%
PCP
161
Proficio Capital Partners
Massachusetts
$2K +$1.79K +26 New
W
162
WealthStone
Ohio
$1.97K +$1.86K +27 New
BCA
163
Berman Capital Advisors
Georgia
$1K
BPM
164
Bowling Portfolio Management
Ohio
-$429K -6,318 Closed
Bessemer Group
165
Bessemer Group
New Jersey
-$421K -6,200 Closed
GCP
166
GSA Capital Partners
United Kingdom
-$407K -5,993 Closed
AIM
167
Assured Investment Management
New York
-$227K -3,341 Closed
WPC
168
White Pine Capital
Minnesota
-$226K -3,330 Closed
SFI
169
Susquehanna Fundamental Investments
Pennsylvania
-$217K -3,194 Closed
DZ Bank
170
DZ Bank
Germany
-$186K -2,746 Closed
Parallax Volatility Advisers
171
Parallax Volatility Advisers
California
-$170K -2,500 Closed
DBT
172
Dubuque Bank & Trust
Iowa
-$74K -1,093 Closed
MNBTD
173
Moody National Bank Trust Division
Texas
-$6K -89 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
-$1K -20 Closed

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.