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MGE Energy Inc

124 hedge funds and large institutions have $439M invested in MGE Energy Inc in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

1% more funds holding

Funds holding: 123124 (+1)

12% less capital invested

Capital invested by funds: $497M → $439M (-$58.1M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$100M +$2.87M +70,879 +3%
SAM
2
Silvercrest Asset Management
New York
$34.8M +$7.28M +179,684 +25%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.6M +$771K +19,031 +2%
BIT
4
BlackRock Institutional Trust
California
$34.2M -$2.36M -58,234 -6%
BFA
5
BlackRock Fund Advisors
California
$33.6M -$1.09M -26,894 -3%
State Street
6
State Street
Massachusetts
$25.7M +$533K +13,156 +2%
GF
7
Gabelli Funds
New York
$18.2M
Northern Trust
8
Northern Trust
Illinois
$14.5M -$566K -13,968 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.5M +$347K +8,555 +3%
TCIM
10
TIAA CREF Investment Management
New York
$9.25M -$581K -14,342 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.94M -$22K -543 -0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$8.58M +$3.81M +94,044 +74%
First Trust Advisors
13
First Trust Advisors
Illinois
$5.99M +$534K +13,182 +9%
Charles Schwab
14
Charles Schwab
California
$5.52M +$264K +6,502 +5%
BIM
15
BlackRock Investment Management
Delaware
$4.89M +$693K +17,103 +16%
Ameriprise
16
Ameriprise
Minnesota
$4.75M -$2.54M -62,637 -34%
Prudential Financial
17
Prudential Financial
New Jersey
$4.18M -$2.05M -50,600 -32%
PPA
18
Parametric Portfolio Associates
Washington
$4.02M -$227K -5,611 -5%
Morgan Stanley
19
Morgan Stanley
New York
$3.51M -$2.64M -65,018 -42%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.79M -$180K -4,439 -6%
TA
21
Teachers Advisors
New York
$2.69M -$759K -18,724 -21%
HAI
22
Hennessy Advisors Inc
California
$2.67M +$358K +8,827 +15%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$2.64M -$77K -1,900 -3%
Deutsche Bank
24
Deutsche Bank
Germany
$2.46M +$1.32M +32,460 +105%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.45M -$9.89K -244 -0.4%

MGEE Hedge Fund Activity: Q2 2015 in Review

124 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2015, worth a combined $439M — down 12% from $497M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MGEE positions and 12 closed out — a net gain of 2 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $7.28M. The largest seller was Morgan Stanley, cutting an estimated $2.64M.

  • 124 institutional investors held MGE Energy Inc (MGEE) as of Q2 2015, up from 123 in Q1 2015.
  • Funds reported $439M of MGE Energy Inc stock for Q2 2015, down 12% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2015 and 12 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2015 was Silvercrest Asset Management, an estimated $7.28M added.
  • The largest MGE Energy Inc seller in Q2 2015 was Morgan Stanley, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2015.