We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

145 hedge funds and large institutions have $858M invested in MGE Energy Inc in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 37.26% → 38.32% (+1.1%)

3% more capital invested

Capital invested by funds: $831M → $858M (+$26.6M)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

6% less funds holding

Funds holding: 154 → 145 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
47
Reduced
49
Closed
14
Calls
$627K
Puts
–
Net Calls
+$627K
Net Calls Change
-$357K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$20M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.1M
3
Wells Fargo
Wells Fargo
California
+$3.87M
4
SAM
Silvercrest Asset Management
New York
+$2.77M
5
BlackRock
BlackRock
New York
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.34M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.36M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.33M
5
MWNA
Marshall Wace North America
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$213M -$606K -9,369 -0.3%
BlackRock
2
BlackRock
New York
$144M +$1.81M +27,993 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58M -$113K -1,747 -0.2%
State Street
4
State Street
Massachusetts
$49.5M -$685K -10,583 -1%
SAM
5
Silvercrest Asset Management
New York
$40.4M +$2.77M +42,871 +7%
Victory Capital Management
6
Victory Capital Management
Texas
$34.4M -$2.62M -40,560 -7%
Northern Trust
7
Northern Trust
Illinois
$28.7M +$411K +6,359 +1%
GF
8
Gabelli Funds
New York
$28.7M -$162K -2,500 -0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.7M -$254K -3,919 -1%
First Trust Advisors
10
First Trust Advisors
Illinois
$20.3M +$20M +308,376 +4,818%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.1M +$745K +11,512 +4%
Renaissance Technologies
12
Renaissance Technologies
New York
$15.6M +$1.6M +24,800 +11%
Charles Schwab
13
Charles Schwab
California
$13.4M +$798K +12,328 +6%
Wells Fargo
14
Wells Fargo
California
$8.57M +$3.87M +59,855 +82%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$8.36M +$7.1M +109,810 +562%
Morgan Stanley
16
Morgan Stanley
New York
$8.02M -$1.36M -20,954 -14%
Prudential Financial
17
Prudential Financial
New Jersey
$7.74M +$1.47M +22,670 +23%
MAM
18
Martingale Asset Management
Massachusetts
$6.27M +$129K +2,000 +2%
TCIM
19
TIAA CREF Investment Management
New York
$6.01M -$558K -8,619 -8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$5.48M -$82.8K -1,280 -1%
PPA
21
Parametric Portfolio Associates
Washington
$5.34M -$413K -6,391 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.32M -$604K -9,329 -12%
TA
23
Teachers Advisors
New York
$4.04M -$61.6K -952 -2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.76M – – –
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$3.61M -$389K -6,015 -10%
1
2 3 4 5

MGEE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2017, worth a combined $858M — up 3.2% from $831M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MGEE and 6 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was First Trust Advisors, adding an estimated $20M. The largest seller was Millennium Management, cutting an estimated $4.34M.

  • 145 institutional investors held MGE Energy Inc (MGEE) as of Q3 2017, down from 154 in Q2 2017.
  • Funds reported $858M of MGE Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 6 funds opened new MGE Energy Inc positions in Q3 2017 and 14 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q3 2017 was First Trust Advisors, an estimated $20M added.
  • The largest MGE Energy Inc seller in Q3 2017 was Millennium Management, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2017.