We are live on ! Find out more
MGEE icon

MGE Energy Inc

155 hedge funds and large institutions have $854M invested in MGE Energy Inc in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $312K

1% more capital invested

Capital invested by funds: $848M → $854M (+$6.23M)

0.44% more ownership

Funds ownership: 37.45%37.9% (+0.44%)

8% less funds holding

Funds holding: 168155 (-13)

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
3.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
42
Reduced
55
Closed
16
Calls
$1.35M
Puts
$312K
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$213M +$4.82M +76,263 +2%
BlackRock
2
BlackRock
New York
$144M +$140M +2,215,146 +35,335%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.8M -$2.05M -32,401 -3%
State Street
4
State Street
Massachusetts
$47.8M +$373K +5,901 +0.8%
SAM
5
Silvercrest Asset Management
New York
$39.8M -$14M -221,312 -27%
Victory Capital Management
6
Victory Capital Management
Texas
$37.2M -$181K -2,868 -0.5%
GF
7
Gabelli Funds
New York
$29.2M -$240K -3,800 -0.8%
Northern Trust
8
Northern Trust
Illinois
$28M +$269K +4,253 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.3M +$744K +11,759 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$19.4M +$18.9M +298,191 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.8M +$677K +10,697 +4%
Charles Schwab
12
Charles Schwab
California
$12.5M +$768K +12,144 +7%
Renaissance Technologies
13
Renaissance Technologies
New York
$12.3M +$2.61M +41,200 +28%
Morgan Stanley
14
Morgan Stanley
New York
$9.36M +$64.3K +1,016 +0.7%
MAM
15
Martingale Asset Management
Massachusetts
$6.2M -$63 -1 -0%
TCIM
16
TIAA CREF Investment Management
New York
$6.16M -$354K -5,591 -6%
PPA
17
Parametric Portfolio Associates
Washington
$5.88M -$237K -3,745 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.87M -$1.08M -17,058 -16%
AllianceBernstein
19
AllianceBernstein
Tennessee
$5.56M
STCG
20
Speece Thorson Capital Group
Minnesota
$5.06M -$1.7M -26,951 -26%
DIA
21
Dean Investment Associates
Ohio
$5.03M +$430K +6,800 +10%
TA
22
Teachers Advisors
New York
$4.5M +$120K +1,894 +3%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$4.48M -$209K -3,300 -5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$4.17M -$6.33K -100 -0.2%
Wells Fargo
25
Wells Fargo
California
$4.1M -$373K -5,902 -9%

MGEE Hedge Fund Activity: Q1 2017 in Review

155 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2017, worth a combined $854M — up 0.73% from $848M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MGEE and 9 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Silvercrest Asset Management, cutting an estimated $14M.

  • 155 institutional investors held MGE Energy Inc (MGEE) as of Q1 2017, down from 168 in Q4 2016.
  • Funds reported $854M of MGE Energy Inc stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 9 funds opened new MGE Energy Inc positions in Q1 2017 and 16 closed out, a net change of -7 holders.
  • The largest MGE Energy Inc buyer in Q1 2017 was BlackRock, an estimated $140M added.
  • The largest MGE Energy Inc seller in Q1 2017 was Silvercrest Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2017.