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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.81M |
| 2 |
Morgan Stanley
New York
|
+$5.49M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$4.85M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$4.22M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$14M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.56M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.12M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.24M |
| 5 |
STCG
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Teacher Retirement System of Texas
Austin,
Texas
| – | -$213K | -3,776 | Closed |
|
|
TC
177
TFS Capital
West Chester,
Pennsylvania
| – | -$211K | -3,742 | Closed |
|
|
AIP
178
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$11K | -200 | Closed |
|
|
CCS
179
Crosspoint Capital Strategies
Orinda,
California
| – | -$7K | -125 | Closed |
|
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.