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MGE Energy Inc
MGEE

126 hedge funds and large institutions have $468M invested in MGE Energy Inc in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 122 → 126 (+4)

4% more capital invested

Capital invested by funds: $451M → $468M (+$17.4M)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
42
Closed
12
Calls
$385K
Puts
–
Net Calls
+$385K
Net Calls Change
-$90K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.02M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
-$3.63M
2
BFA
BlackRock Fund Advisors
California
-$3.23M
3
MAM
Magellan Asset Management
Australia
-$2.04M
4
Northern Trust
Northern Trust
Illinois
-$1.92M
5
SCM
Sterling Capital Management
North Carolina
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.1M +$2.71M +71,096 +3%
BIT
2
BlackRock Institutional Trust
California
$37.4M -$115K -3,028 -0.3%
BFA
3
BlackRock Fund Advisors
California
$32M -$3.23M -84,802 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.2M +$1.29M +33,784 +4%
SAM
5
Silvercrest Asset Management
New York
$30.1M +$766K +20,107 +3%
Norges Bank
6
Norges Bank
Norway
$26.5M +$12.8M +335,469 +100%
State Street
7
State Street
Massachusetts
$25.8M -$218K -5,726 -0.9%
GF
8
Gabelli Funds
New York
$19M -$95.3K -2,500 -0.5%
Northern Trust
9
Northern Trust
Illinois
$16.3M -$1.92M -50,474 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14M -$666K -17,471 -5%
TCIM
11
TIAA CREF Investment Management
New York
$10.3M +$83.5K +2,190 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.58M +$360K +9,456 +5%
Ameriprise
13
Ameriprise
Minnesota
$8.42M +$73.2K +1,920 +0.9%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$6.88M +$5.59M +146,807 +535%
Morgan Stanley
15
Morgan Stanley
New York
$6.52M +$1.88M +49,249 +43%
First Trust Advisors
16
First Trust Advisors
Illinois
$4.58M -$191K -5,025 -4%
Charles Schwab
17
Charles Schwab
California
$4.46M +$78.2K +2,051 +2%
PPA
18
Parametric Portfolio Associates
Washington
$4.29M -$219K -5,751 -5%
BIM
19
BlackRock Investment Management
Delaware
$4.27M -$371K -9,737 -8%
ORIO
20
Old Republic International (ORI)
Illinois
$3.96M – – –
JP Morgan Chase
21
JP Morgan Chase
New York
$3.66M -$102K -2,679 -3%
TA
22
Teachers Advisors
New York
$3.08M -$105K -2,760 -3%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.77M -$91.6K -2,404 -3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.75M +$99.1K +2,600 +4%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$2.6M -$1.09M -28,509 -30%
1
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MGEE Hedge Fund Activity: Q2 2014 in Review

126 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2014, worth a combined $468M — up 3.9% from $451M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 12 closed out — a net gain of 4 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Norges Bank, adding an estimated $12.8M. The largest seller was Legal & General Group, exiting entirely with an estimated $3.63M sold.

  • 126 institutional investors held MGE Energy Inc (MGEE) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $468M of MGE Energy Inc stock for Q2 2014, up 3.9% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2014 and 12 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q2 2014 was Norges Bank, an estimated $12.8M added.
  • The largest MGE Energy Inc seller in Q2 2014 was Legal & General Group, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2014.