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MGE Energy Inc

153 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $555K | Put options by funds: $164K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 145153 (+8)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.81% more ownership

Funds ownership: 38.32%39.13% (+0.81%)

0% less capital invested

Capital invested by funds: $858M → $855M (-$2.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
46
Reduced
44
Closed
13
Calls
$555K
Puts
$164K
Net Calls
+$391K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$211M +$3.68M +56,648 +2%
BlackRock
2
BlackRock
New York
$143M +$1.99M +30,521 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.5M -$108K -1,660 -0.2%
State Street
4
State Street
Massachusetts
$49.9M +$1.6M +24,554 +3%
SAM
5
Silvercrest Asset Management
New York
$39.3M -$167K -2,573 -0.4%
Victory Capital Management
6
Victory Capital Management
Texas
$38.6M +$5.17M +79,450 +15%
GF
7
Gabelli Funds
New York
$27.8M -$260K -4,000 -0.9%
Northern Trust
8
Northern Trust
Illinois
$27.5M -$559K -8,586 -2%
First Trust Advisors
9
First Trust Advisors
Illinois
$23.2M +$3.45M +52,962 +17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20M +$339K +5,212 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.5M -$671K -10,314 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$17.1M +$1.91M +29,400 +12%
Charles Schwab
13
Charles Schwab
California
$13.7M +$582K +8,948 +4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$12.7M +$4.7M +72,313 +56%
Wells Fargo
15
Wells Fargo
California
$10.5M +$2.19M +33,725 +25%
Morgan Stanley
16
Morgan Stanley
New York
$9.16M +$1.36M +20,932 +17%
Prudential Financial
17
Prudential Financial
New Jersey
$8.07M +$523K +8,037 +7%
PPA
18
Parametric Portfolio Associates
Washington
$5.99M +$791K +12,164 +15%
Deutsche Bank
19
Deutsche Bank
Germany
$5.77M +$3.1M +47,589 +108%
TCIM
20
TIAA CREF Investment Management
New York
$5.61M -$269K -4,132 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.83M +$721K +11,091 +17%
TA
22
Teachers Advisors
New York
$4.04M +$106K +1,635 +3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$3.76M +$310K +4,764 +9%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.68M
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$3.48M -$54.6K -839 -1%

MGEE Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2017, worth a combined $855M — down 0.31% from $858M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 13 closed out — a net gain of 9 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.17M. The largest seller was Martingale Asset Management, cutting an estimated $2.78M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q4 2017, up from 145 in Q3 2017.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2017, down 0.31% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2017 and 13 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q4 2017 was Victory Capital Management, an estimated $5.17M added.
  • The largest MGE Energy Inc seller in Q4 2017 was Martingale Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2017.