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MGE Energy Inc

161 hedge funds and large institutions have $715M invested in MGE Energy Inc in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $889K | Put options by funds: $283K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

12% more capital invested

Capital invested by funds: $640M → $715M (+$74.6M)

10% more funds holding

Funds holding: 147161 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
55
Reduced
38
Closed
10
Calls
$889K
Puts
$283K
Net Calls
+$606K
Net Calls Change
-$711K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$173M +$8.05M +155,587 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$57.7M +$991K +19,147 +2%
BIT
3
BlackRock Institutional Trust
California
$50.1M +$6.94K +134 +0%
SAM
4
Silvercrest Asset Management
New York
$49.3M -$22.6M -437,254 -33%
BFA
5
BlackRock Fund Advisors
California
$49.1M +$1.11M +21,514 +3%
State Street
6
State Street
Massachusetts
$36.5M -$736K -14,213 -2%
Victory Capital Management
7
Victory Capital Management
Texas
$27.2M +$4.11M +79,380 +20%
GF
8
Gabelli Funds
New York
$25.7M -$155K -3,000 -0.7%
Northern Trust
9
Northern Trust
Illinois
$23.3M +$1.55M +29,936 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$17M +$900K +17,389 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.8M +$462K +8,920 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$12.4M +$2.61M +50,507 +30%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$12M +$6.71M +129,674 +156%
Charles Schwab
14
Charles Schwab
California
$9.41M +$47.2K +912 +0.6%
STCG
15
Speece Thorson Capital Group
Minnesota
$8.77M +$105K +2,033 +1%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.88M -$3.9M -75,400 -35%
BIM
17
BlackRock Investment Management
Delaware
$7.76M +$360K +6,954 +5%
Invesco
18
Invesco
Georgia
$6.27M +$4.47M +86,338 +351%
TCIM
19
TIAA CREF Investment Management
New York
$6.2M -$4.27M -82,569 -43%
PPA
20
Parametric Portfolio Associates
Washington
$5.99M +$103K +1,999 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$4.48M -$98.4K -1,900 -2%
Morgan Stanley
22
Morgan Stanley
New York
$4.23M +$1.93M +37,188 +99%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$4.15M -$12.7K -246 -0.3%
TA
24
Teachers Advisors
New York
$3.89M -$367K -7,085 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.72M -$124K -2,396 -4%

MGEE Hedge Fund Activity: Q2 2016 in Review

161 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2016, worth a combined $715M — up 12% from $640M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MGEE positions and 10 closed out — a net gain of 17 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.05M. The largest seller was Silvercrest Asset Management, cutting an estimated $22.6M.

  • 161 institutional investors held MGE Energy Inc (MGEE) as of Q2 2016, up from 147 in Q1 2016.
  • Funds reported $715M of MGE Energy Inc stock for Q2 2016, up 12% quarter-over-quarter.
  • 27 funds opened new MGE Energy Inc positions in Q2 2016 and 10 closed out, a net change of +17 holders.
  • The largest MGE Energy Inc buyer in Q2 2016 was Vanguard Group, an estimated $8.05M added.
  • The largest MGE Energy Inc seller in Q2 2016 was Silvercrest Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2016.