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MGE Energy Inc

131 hedge funds and large institutions have $562M invested in MGE Energy Inc in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

716% more call options, than puts

Call options by funds: $947K | Put options by funds: $116K

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $479M → $562M (+$82.7M)

3% more funds holding

Funds holding: 127131 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
47
Reduced
35
Closed
13
Calls
$947K
Puts
$116K
Net Calls
+$831K
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$8.43M +196,631 +7%
SAM
2
Silvercrest Asset Management
New York
$59.6M +$3.75M +87,580 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.6M +$1.04M +24,164 +3%
BFA
4
BlackRock Fund Advisors
California
$41.6M +$1.94M +45,200 +5%
BIT
5
BlackRock Institutional Trust
California
$40.9M +$642K +14,969 +2%
State Street
6
State Street
Massachusetts
$30.3M +$300K +6,990 +1%
GF
7
Gabelli Funds
New York
$21.6M -$129K -3,000 -0.6%
Northern Trust
8
Northern Trust
Illinois
$17.5M +$649K +15,148 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13M -$370K -8,642 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.6M +$251K +5,848 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$9.91M -$1.33M -30,944 -13%
TCIM
12
TIAA CREF Investment Management
New York
$9.2M -$797K -18,588 -9%
Victory Capital Management
13
Victory Capital Management
Texas
$8.65M +$7.7M +179,678 +2,625%
Charles Schwab
14
Charles Schwab
California
$7.4M +$382K +8,909 +6%
STCG
15
Speece Thorson Capital Group
Minnesota
$7M +$3.28M +76,491 +103%
First Trust Advisors
16
First Trust Advisors
Illinois
$6.39M +$296K +6,909 +5%
BIM
17
BlackRock Investment Management
Delaware
$5.89M +$23.8K +555 +0.4%
Ameriprise
18
Ameriprise
Minnesota
$5.27M +$449K +10,479 +10%
PPA
19
Parametric Portfolio Associates
Washington
$4.86M +$115K +2,693 +3%
TA
20
Teachers Advisors
New York
$3.32M -$31K -723 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.28M -$169K -3,954 -5%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$3.19M +$8.57K +200 +0.3%
ClearBridge Investments
23
ClearBridge Investments
New York
$3.03M +$1.43M +33,442 +105%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$2.98M +$44K +1,027 +2%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.92M -$31.9K -745 -1%

MGEE Hedge Fund Activity: Q4 2015 in Review

131 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2015, worth a combined $562M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MGEE positions and 13 closed out — a net gain of 4 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.43M. The largest seller was Millennium Management, exiting entirely with an estimated $2.99M sold.

  • 131 institutional investors held MGE Energy Inc (MGEE) as of Q4 2015, up from 127 in Q3 2015.
  • Funds reported $562M of MGE Energy Inc stock for Q4 2015, up 17% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q4 2015 and 13 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q4 2015 was Vanguard Group, an estimated $8.43M added.
  • The largest MGE Energy Inc seller in Q4 2015 was Millennium Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2015.