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MGE Energy Inc

121 hedge funds and large institutions have $509M invested in MGE Energy Inc in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $424M → $509M (+$85.4M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 124121 (-3)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $379K

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
45
Closed
12
Calls
Puts
$379K
Net Calls
-$379K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$113M +$1.39M +32,130 +1%
BIT
2
BlackRock Institutional Trust
California
$41.6M -$527K -12,156 -1%
BFA
3
BlackRock Fund Advisors
California
$41M +$5.65M +130,495 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.2M +$1.22M +28,106 +3%
SAM
5
Silvercrest Asset Management
New York
$35M -$233K -5,386 -0.7%
State Street
6
State Street
Massachusetts
$29.6M +$745K +17,201 +3%
GF
7
Gabelli Funds
New York
$21.8M -$130K -3,000 -0.6%
Northern Trust
8
Northern Trust
Illinois
$17.2M -$719K -16,596 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14M -$1.68M -38,685 -11%
TCIM
10
TIAA CREF Investment Management
New York
$11.7M -$121K -2,795 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.3M +$152K +3,518 +2%
Ameriprise
12
Ameriprise
Minnesota
$10.1M +$247K +5,700 +3%
Morgan Stanley
13
Morgan Stanley
New York
$7.02M +$1.48M +34,267 +29%
First Trust Advisors
14
First Trust Advisors
Illinois
$6.08M +$154K +3,559 +3%
Charles Schwab
15
Charles Schwab
California
$5.39M +$25.4K +587 +0.5%
BIM
16
BlackRock Investment Management
Delaware
$4.94M -$16.1K -371 -0.3%
PPA
17
Parametric Portfolio Associates
Washington
$4.89M -$159K -3,677 -3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.41M -$4.46M -102,974 -52%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.11M +$1.65M +38,056 +73%
TA
20
Teachers Advisors
New York
$4.11M +$530K +12,221 +16%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.77M -$380K -8,764 -10%
Prudential Financial
22
Prudential Financial
New Jersey
$3.67M +$490K +11,300 +16%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$3.33M +$167K +3,850 +6%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$3.3M -$47.7K -1,100 -2%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.95M +$29.2K +674 +1%

MGEE Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2014, worth a combined $509M — up 20% from $424M a quarter earlier.

Fund positioning in MGEE was balanced in Q4 2014: 12 funds opened new positions, 12 closed out, 33 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.65M. The largest seller was Norges Bank, exiting entirely with an estimated $12.5M sold.

  • 121 institutional investors held MGE Energy Inc (MGEE) as of Q4 2014, down from 124 in Q3 2014.
  • Funds reported $509M of MGE Energy Inc stock for Q4 2014, up 20% quarter-over-quarter.
  • 12 funds opened new MGE Energy Inc positions in Q4 2014 and 12 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $5.65M added.
  • The largest MGE Energy Inc seller in Q4 2014 was Norges Bank, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2014.