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MGE Energy Inc

162 hedge funds and large institutions have $711M invested in MGE Energy Inc in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

749% more call options, than puts

Call options by funds: $764K | Put options by funds: $90K

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 161162 (+1)

0% less capital invested

Capital invested by funds: $715M → $711M (-$3.35M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
162
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
58
Reduced
47
Closed
12
Calls
$764K
Puts
$90K
Net Calls
+$674K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$177M +$4.28M +75,925 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$57.7M -$36.5K -648 -0.1%
BFA
3
BlackRock Fund Advisors
California
$52.2M +$3.18M +56,406 +6%
BIT
4
BlackRock Institutional Trust
California
$50.9M +$868K +15,415 +2%
SAM
5
Silvercrest Asset Management
New York
$47.1M -$2.12M -37,679 -4%
State Street
6
State Street
Massachusetts
$37.8M +$1.24M +22,047 +3%
Victory Capital Management
7
Victory Capital Management
Texas
$27.9M +$744K +13,205 +3%
GF
8
Gabelli Funds
New York
$25.7M -$39.4K -700 -0.2%
Northern Trust
9
Northern Trust
Illinois
$23.8M +$564K +10,011 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$17.5M +$509K +9,042 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.3M +$1.48M +26,271 +9%
First Trust Advisors
12
First Trust Advisors
Illinois
$14M +$1.58M +27,996 +13%
Charles Schwab
13
Charles Schwab
California
$9.87M +$468K +8,302 +5%
STCG
14
Speece Thorson Capital Group
Minnesota
$8.86M +$87.1K +1,547 +1%
BIM
15
BlackRock Investment Management
Delaware
$7.66M -$99K -1,758 -1%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.21M -$665K -11,800 -8%
PPA
17
Parametric Portfolio Associates
Washington
$6.1M +$112K +1,983 +2%
Invesco
18
Invesco
Georgia
$6.01M -$258K -4,584 -4%
MAM
19
Martingale Asset Management
Massachusetts
$4.78M +$3.59M +63,708 +306%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$4.26M -$214K -3,800 -5%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$4.18M +$33.8K +600 +0.8%
TA
22
Teachers Advisors
New York
$3.91M +$20.9K +371 +0.5%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.61M -$110K -1,954 -3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.6M +$16.8K +299 +0.5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.24M -$8.74M -155,182 -73%

MGEE Hedge Fund Activity: Q3 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2016, worth a combined $711M — down 0.47% from $715M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MGEE positions and 12 closed out — a net gain of 2 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.28M. The largest seller was Arrowstreet Capital, cutting an estimated $8.74M.

  • 162 institutional investors held MGE Energy Inc (MGEE) as of Q3 2016, up from 161 in Q2 2016.
  • Funds reported $711M of MGE Energy Inc stock for Q3 2016, down 0.47% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q3 2016 and 12 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q3 2016 was Vanguard Group, an estimated $4.28M added.
  • The largest MGE Energy Inc seller in Q3 2016 was Arrowstreet Capital, an estimated $8.74M sold.

Based on aggregated 13F filings for Q3 2016.