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MGE Energy Inc

168 hedge funds and large institutions have $848M invested in MGE Energy Inc in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

37.45% more ownership

Funds ownership: 0%37.45% (+37%)

19% more capital invested

Capital invested by funds: $711M → $848M (+$136M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

4% more funds holding

Funds holding: 162168 (+6)

2% more call options, than puts

Call options by funds: $373K | Put options by funds: $366K

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
55
Reduced
50
Closed
12
Calls
$373K
Puts
$366K
Net Calls
+$7K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M +$3.81M +63,723 +2%
BFA
2
BlackRock Fund Advisors
California
$71.1M +$9.81M +164,108 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.2M -$4.12M -68,920 -7%
BIT
4
BlackRock Institutional Trust
California
$59.1M +$259K +4,325 +0.5%
SAM
5
Silvercrest Asset Management
New York
$54.4M -$65.5K -1,095 -0.1%
State Street
6
State Street
Massachusetts
$47.6M +$3.59M +60,090 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$37.6M +$4.85M +81,201 +16%
GF
8
Gabelli Funds
New York
$29.6M -$120K -2,000 -0.4%
Northern Trust
9
Northern Trust
Illinois
$27.9M +$318K +5,321 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.6M +$283K +4,730 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.2M -$1.59M -26,619 -9%
Charles Schwab
12
Charles Schwab
California
$11.8M +$332K +5,549 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$9.7M +$1.25M +20,900 +16%
Morgan Stanley
14
Morgan Stanley
New York
$9.34M +$5.49M +91,776 +179%
BIM
15
BlackRock Investment Management
Delaware
$8.8M -$40.6K -679 -0.5%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.01M +$2.6M +43,507 +68%
STCG
17
Speece Thorson Capital Group
Minnesota
$6.85M -$3.11M -51,953 -33%
TCIM
18
TIAA CREF Investment Management
New York
$6.55M -$659K -11,026 -10%
MAM
19
Martingale Asset Management
Massachusetts
$6.22M +$645K +10,792 +13%
PPA
20
Parametric Portfolio Associates
Washington
$6.16M -$816K -13,653 -13%
AllianceBernstein
21
AllianceBernstein
Tennessee
$5.58M +$1.99M +33,240 +64%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$4.71M -$114K -1,900 -3%
DIA
23
Dean Investment Associates
Ohio
$4.61M +$4.22M +70,645 New
Wells Fargo
24
Wells Fargo
California
$4.51M +$2.35M +39,368 +133%
TA
25
Teachers Advisors
New York
$4.4M -$112K -1,874 -3%

MGEE Hedge Fund Activity: Q4 2016 in Review

168 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2016, worth a combined $848M — up 19% from $711M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.81M. The largest seller was First Trust Advisors, exiting entirely with an estimated $14M sold.

  • 168 institutional investors held MGE Energy Inc (MGEE) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $848M of MGE Energy Inc stock for Q4 2016, up 19% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2016 and 12 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.81M added.
  • The largest MGE Energy Inc seller in Q4 2016 was First Trust Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2016.