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MGE Energy Inc

154 hedge funds and large institutions have $831M invested in MGE Energy Inc in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,171% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $84K

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

0.64% less ownership

Funds ownership: 37.9%37.26% (-0.64%)

1% less funds holding

Funds holding: 155154 (-1)

3% less capital invested

Capital invested by funds: $854M → $831M (-$22.7M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
51
Reduced
44
Closed
14
Calls
$1.07M
Puts
$84K
Net Calls
+$984K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$212M +$1.56M +23,911 +0.7%
BlackRock
2
BlackRock
New York
$142M -$820K -12,568 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.9M -$1.32M -20,168 -2%
State Street
4
State Street
Massachusetts
$50M +$2.8M +42,917 +6%
SAM
5
Silvercrest Asset Management
New York
$37.6M -$1.91M -29,213 -5%
Victory Capital Management
6
Victory Capital Management
Texas
$36.9M +$36.3K +556 +0.1%
GF
7
Gabelli Funds
New York
$28.7M -$163K -2,500 -0.6%
Northern Trust
8
Northern Trust
Illinois
$28.2M +$447K +6,842 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.8M -$210K -3,219 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.3M +$704K +10,783 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$14M +$1.81M +27,700 +15%
Charles Schwab
12
Charles Schwab
California
$12.6M +$197K +3,017 +2%
Morgan Stanley
13
Morgan Stanley
New York
$9.34M +$75.2K +1,153 +0.8%
TCIM
14
TIAA CREF Investment Management
New York
$6.55M +$452K +6,927 +7%
Prudential Financial
15
Prudential Financial
New Jersey
$6.25M +$2.93M +44,830 +86%
MAM
16
Martingale Asset Management
Massachusetts
$6.12M -$13.1K -200 -0.2%
PPA
17
Parametric Portfolio Associates
Washington
$5.73M -$92.5K -1,418 -2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$5.54M +$41.1K +630 +0.7%
Millennium Management
19
Millennium Management
New York
$4.93M +$4.38M +67,186 +709%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.81M -$1.02M -15,585 -17%
Wells Fargo
21
Wells Fargo
California
$4.69M +$633K +9,692 +15%
Deutsche Bank
22
Deutsche Bank
Germany
$4.14M +$2.78M +42,628 +196%
TA
23
Teachers Advisors
New York
$4.08M -$379K -5,800 -8%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$3.99M -$450K -6,893 -10%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.99M -$34.6K -530 -0.8%

MGEE Hedge Fund Activity: Q2 2017 in Review

154 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2017, worth a combined $831M — down 2.7% from $854M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 51 added.

The largest buyer was Millennium Management, adding an estimated $4.38M. The largest seller was First Trust Advisors, cutting an estimated $19M.

  • 154 institutional investors held MGE Energy Inc (MGEE) as of Q2 2017, down from 155 in Q1 2017.
  • Funds reported $831M of MGE Energy Inc stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q2 2017 was Millennium Management, an estimated $4.38M added.
  • The largest MGE Energy Inc seller in Q2 2017 was First Trust Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2017.