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MGE Energy Inc
MGEE

113 hedge funds and large institutions have $417M invested in MGE Energy Inc in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

4% more funds holding

Funds holding: 109 → 113 (+4)

1% less capital invested

Capital invested by funds: $422M → $417M (-$4.36M)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
35
Closed
5
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.79M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.71M
3
Deutsche Bank
Deutsche Bank
Germany
+$873K
4
Legal & General Group
Legal & General Group
United Kingdom
+$851K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$667K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.66M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.73M
3
U
UBS
Switzerland
-$1.32M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
Bank of America
Bank of America
North Carolina
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$83.3M +$1.71M +45,646 +2%
BFA
2
BlackRock Fund Advisors
California
$35M +$4.79M +128,352 +15%
BIT
3
BlackRock Institutional Trust
California
$34.5M -$780K -20,878 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.9M +$159K +4,263 +0.6%
State Street
5
State Street
Massachusetts
$24M -$626K -16,769 -2%
GF
6
Gabelli Funds
New York
$18.6M -$392K -10,500 -2%
Northern Trust
7
Northern Trust
Illinois
$18M -$451K -12,071 -2%
SAM
8
Silvercrest Asset Management
New York
$16.8M +$193K +5,168 +1%
Norges Bank
9
Norges Bank
Norway
$12.2M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.2M +$644K +17,236 +5%
Ameriprise
11
Ameriprise
Minnesota
$10.7M -$6.66M -178,334 -38%
TCIM
12
TIAA CREF Investment Management
New York
$10.1M +$77.6K +2,077 +0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.21M +$580K +15,516 +10%
Goldman Sachs
14
Goldman Sachs
New York
$5.91M -$228K -6,116 -4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$5.74M -$1.73M -46,443 -23%
SFM
16
Systematic Financial Management
New Jersey
$5.5M -$445K -11,925 -7%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.09M -$346K -9,254 -6%
Charles Schwab
18
Charles Schwab
California
$4.66M -$36.9K -987 -0.8%
First Trust Advisors
19
First Trust Advisors
Illinois
$4.62M +$377K +10,095 +9%
BIM
20
BlackRock Investment Management
Delaware
$4.36M +$12.7K +341 +0.3%
Deutsche Bank
21
Deutsche Bank
Germany
$4.2M +$873K +23,375 +25%
PPA
22
Parametric Portfolio Associates
Washington
$3.94M +$179K +4,800 +5%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.86M -$131K -3,516 -4%
TA
24
Teachers Advisors
New York
$2.72M +$140K +3,756 +5%
Morgan Stanley
25
Morgan Stanley
New York
$2.6M -$1.19M -31,736 -31%
1
2 3 4 5

MGEE Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2013, worth a combined $417M — down 1% from $422M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MGEE positions and 5 closed out — a net gain of 6 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.79M. The largest seller was Ameriprise, cutting an estimated $6.66M.

  • 113 institutional investors held MGE Energy Inc (MGEE) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $417M of MGE Energy Inc stock for Q3 2013, down 1% quarter-over-quarter.
  • 11 funds opened new MGE Energy Inc positions in Q3 2013 and 5 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $4.79M added.
  • The largest MGE Energy Inc seller in Q3 2013 was Ameriprise, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2013.