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MGE Energy Inc
MGEE

122 hedge funds and large institutions have $451M invested in MGE Energy Inc in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $514K | Put options by funds: $39K

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

10% more funds holding

Funds holding: 111 → 122 (+11)

3% more capital invested

Capital invested by funds: $437M → $451M (+$13.5M)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
41
Closed
8
Calls
$514K
Puts
$39K
Net Calls
+$475K
Net Calls Change
+$87K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$6.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.43M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.34M
4
AG
Aperio Group
California
+$1.33M
5
Millennium Management
Millennium Management
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$2.75M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.97M
3
BFA
BlackRock Fund Advisors
California
-$1.64M
4
Northern Trust
Northern Trust
Illinois
-$1.59M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.6M -$1.59M -41,543 -2%
BIT
2
BlackRock Institutional Trust
California
$37.3M +$500K +13,068 +1%
BFA
3
BlackRock Fund Advisors
California
$35.1M -$1.64M -42,786 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.7M +$527K +13,776 +2%
SAM
5
Silvercrest Asset Management
New York
$29.1M +$6.35M +165,901 +29%
State Street
6
State Street
Massachusetts
$25.8M -$110K -2,882 -0.4%
GF
7
Gabelli Funds
New York
$19M -$402K -10,500 -2%
Northern Trust
8
Northern Trust
Illinois
$18.2M -$1.59M -41,580 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.5M +$528K +13,793 +4%
Norges Bank
10
Norges Bank
Norway
$13.2M – – –
TCIM
11
TIAA CREF Investment Management
New York
$10.2M -$539K -14,100 -5%
Ameriprise
12
Ameriprise
Minnesota
$8.29M -$833K -21,772 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.15M +$534K +13,951 +7%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.75M -$91.4K -2,388 -2%
BIM
15
BlackRock Investment Management
Delaware
$4.62M +$39.3K +1,027 +0.9%
Morgan Stanley
16
Morgan Stanley
New York
$4.54M +$1.43M +37,277 +47%
PPA
17
Parametric Portfolio Associates
Washington
$4.48M +$40.5K +1,059 +0.9%
Charles Schwab
18
Charles Schwab
California
$4.35M +$193K +5,032 +5%
ORIO
19
Old Republic International (ORI)
Illinois
$3.93M +$574K +14,999 +18%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.73M -$591K -15,444 -14%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$3.7M -$1.97M -51,465 -35%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.63M +$226K +5,909 +7%
TA
23
Teachers Advisors
New York
$3.16M +$41.2K +1,078 +1%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.84M -$118K -3,082 -4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$2.63M +$631K +16,500 +33%
1
2 3 4 5

MGEE Hedge Fund Activity: Q1 2014 in Review

122 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2014, worth a combined $451M — up 3.1% from $437M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $6.35M. The largest seller was ING Group, exiting entirely with an estimated $2.75M sold.

  • 122 institutional investors held MGE Energy Inc (MGEE) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $451M of MGE Energy Inc stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q1 2014 and 8 closed out, a net change of +11 holders.
  • The largest MGE Energy Inc buyer in Q1 2014 was Silvercrest Asset Management, an estimated $6.35M added.
  • The largest MGE Energy Inc seller in Q1 2014 was ING Group, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2014.