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MGE Energy Inc

127 hedge funds and large institutions have $479M invested in MGE Energy Inc in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $439M → $479M (+$39.9M)

2% more funds holding

Funds holding: 124127 (+3)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$109M +$2.03M +51,352 +2%
SAM
2
Silvercrest Asset Management
New York
$49.3M +$11.8M +299,373 +33%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.7M +$821K +20,778 +2%
BIT
4
BlackRock Institutional Trust
California
$35.7M -$656K -16,605 -2%
BFA
5
BlackRock Fund Advisors
California
$35M -$701K -17,751 -2%
State Street
6
State Street
Massachusetts
$26.6M -$675K -17,072 -3%
GF
7
Gabelli Funds
New York
$19.3M -$39.5K -1,000 -0.2%
Northern Trust
8
Northern Trust
Illinois
$14.9M -$492K -12,447 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.9M -$1.37M -34,610 -11%
Renaissance Technologies
10
Renaissance Technologies
New York
$10.1M +$907K +22,956 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.1M +$523K +13,238 +6%
TCIM
12
TIAA CREF Investment Management
New York
$8.93M -$871K -22,040 -9%
Charles Schwab
13
Charles Schwab
California
$6.21M +$319K +8,079 +6%
First Trust Advisors
14
First Trust Advisors
Illinois
$5.39M -$938K -23,737 -15%
BIM
15
BlackRock Investment Management
Delaware
$5.21M +$2.17K +55 +0%
Morgan Stanley
16
Morgan Stanley
New York
$4.33M +$570K +14,439 +16%
Ameriprise
17
Ameriprise
Minnesota
$4.24M -$777K -19,664 -16%
PPA
18
Parametric Portfolio Associates
Washington
$4.21M -$65.4K -1,655 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.07M +$106K +2,693 +4%
STCG
20
Speece Thorson Capital Group
Minnesota
$3.06M +$2.94M +74,362 New
Millennium Management
21
Millennium Management
New York
$2.99M +$2.87M +72,569 New
TA
22
Teachers Advisors
New York
$2.97M +$114K +2,876 +4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$2.82M +$15.8K +400 +0.6%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.62M +$110K +2,784 +5%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.6M -$3.95K -100 -0.2%

MGEE Hedge Fund Activity: Q3 2015 in Review

127 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2015, worth a combined $479M — up 9.1% from $439M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MGEE positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $11.8M. The largest seller was Prudential Financial, exiting entirely with an estimated $4.18M sold.

  • 127 institutional investors held MGE Energy Inc (MGEE) as of Q3 2015, up from 124 in Q2 2015.
  • Funds reported $479M of MGE Energy Inc stock for Q3 2015, up 9.1% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2015 was Silvercrest Asset Management, an estimated $11.8M added.
  • The largest MGE Energy Inc seller in Q3 2015 was Prudential Financial, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2015.