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MGE Energy Inc
MGEE

111 hedge funds and large institutions have $437M invested in MGE Energy Inc in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $446K | Put options by funds: $58K

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $417M → $437M (+$19.7M)

2% less funds holding

Funds holding: 113 → 111 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
34
Closed
12
Calls
$446K
Puts
$58K
Net Calls
+$388K
Net Calls Change
+$377K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$4.15M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.21M
3
IG
ING Group
Netherlands
+$2.64M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$846K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$843K

Top Sellers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
-$4.4M
2
Goldman Sachs
Goldman Sachs
New York
-$3.49M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.1M
4
Ameriprise
Ameriprise
Minnesota
-$2.23M
5
AG
Aperio Group
California
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.7M +$3.21M +86,646 +4%
BIT
2
BlackRock Institutional Trust
California
$36.1M -$447K -12,075 -1%
BFA
3
BlackRock Fund Advisors
California
$36M -$985K -26,585 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28.6M +$142K +3,840 +0.5%
State Street
5
State Street
Massachusetts
$25.5M +$17.5K +471 +0.1%
SAM
6
Silvercrest Asset Management
New York
$22.1M +$4.15M +112,116 +24%
Northern Trust
7
Northern Trust
Illinois
$19.4M +$361K +9,737 +2%
GF
8
Gabelli Funds
New York
$19M -$611K -16,500 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.7M +$843K +22,748 +7%
Norges Bank
10
Norges Bank
Norway
$12.9M – – –
TCIM
11
TIAA CREF Investment Management
New York
$10.5M -$154K -4,147 -1%
Ameriprise
12
Ameriprise
Minnesota
$9M -$2.23M -60,112 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.48M +$846K +22,832 +13%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$5.61M -$444K -11,985 -8%
First Trust Advisors
15
First Trust Advisors
Illinois
$4.75M -$137K -3,686 -3%
BIM
16
BlackRock Investment Management
Delaware
$4.49M -$118K -3,195 -3%
PPA
17
Parametric Portfolio Associates
Washington
$4.36M +$177K +4,771 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.26M -$1.09M -29,287 -21%
Charles Schwab
19
Charles Schwab
California
$4.08M -$811K -21,890 -17%
Legal & General Group
20
Legal & General Group
United Kingdom
$3.35M +$588K +15,872 +22%
ORIO
21
Old Republic International (ORI)
Illinois
$3.28M +$3.16M +85,256 New
TA
22
Teachers Advisors
New York
$3.07M +$177K +4,786 +6%
Morgan Stanley
23
Morgan Stanley
New York
$3.02M +$265K +7,146 +10%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.92M -$111K -3,000 -4%
IG
25
ING Group
Netherlands
$2.75M +$2.64M +71,250 New
1
2 3 4 5

MGEE Hedge Fund Activity: Q4 2013 in Review

111 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2013, worth a combined $437M — up 4.7% from $417M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MGEE and 10 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 43 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $4.15M. The largest seller was Systematic Financial Management, cutting an estimated $4.4M.

  • 111 institutional investors held MGE Energy Inc (MGEE) as of Q4 2013, down from 113 in Q3 2013.
  • Funds reported $437M of MGE Energy Inc stock for Q4 2013, up 4.7% quarter-over-quarter.
  • 10 funds opened new MGE Energy Inc positions in Q4 2013 and 12 closed out, a net change of -2 holders.
  • The largest MGE Energy Inc buyer in Q4 2013 was Silvercrest Asset Management, an estimated $4.15M added.
  • The largest MGE Energy Inc seller in Q4 2013 was Systematic Financial Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2013.