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MGE Energy Inc
MGEE

152 hedge funds and large institutions have $774M invested in MGE Energy Inc in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 39.13% → 39.79% (+0.66%)

1% less funds holding

Funds holding: 153 → 152 (-1)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less capital invested

Capital invested by funds: $855M → $774M (-$81.1M)

Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
48
Closed
17
Calls
$454K
Puts
–
Net Calls
+$454K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$3.46M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.63M
4
Goldman Sachs
Goldman Sachs
New York
+$2.32M
5
AIM
Assured Investment Management
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.85M
3
BlackRock
BlackRock
New York
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.51M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$186M -$1.51M -26,588 -0.8%
BlackRock
2
BlackRock
New York
$126M -$1.71M -30,059 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.6M +$384K +6,746 +0.8%
State Street
4
State Street
Massachusetts
$42.5M -$1.88M -32,987 -4%
SAM
5
Silvercrest Asset Management
New York
$34.9M -$20.7K -364 -0.1%
Victory Capital Management
6
Victory Capital Management
Texas
$34.9M +$568K +9,985 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$25.3M +$10.2M +179,444 +66%
GF
8
Gabelli Funds
New York
$24.7M – – –
Northern Trust
9
Northern Trust
Illinois
$24.5M +$31.5K +554 +0.1%
First Trust Advisors
10
First Trust Advisors
Illinois
$21.5M +$895K +15,720 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.5M +$723K +12,707 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$17.5M +$161K +2,834 +0.9%
Charles Schwab
13
Charles Schwab
California
$13M +$899K +15,802 +7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$11.5M +$171K +2,996 +1%
Wells Fargo
15
Wells Fargo
California
$10M +$716K +12,579 +8%
Deutsche Bank
16
Deutsche Bank
Germany
$7.72M +$2.63M +46,173 +50%
Bank of America
17
Bank of America
North Carolina
$6.33M +$3.46M +60,753 +117%
Morgan Stanley
18
Morgan Stanley
New York
$6.32M -$1.85M -32,541 -22%
Prudential Financial
19
Prudential Financial
New Jersey
$5.87M -$1.32M -23,210 -18%
PPA
20
Parametric Portfolio Associates
Washington
$5.23M -$92K -1,617 -2%
TCIM
21
TIAA CREF Investment Management
New York
$4.73M -$261K -4,587 -5%
Goldman Sachs
22
Goldman Sachs
New York
$4.05M +$2.32M +40,806 +130%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.75M -$557K -9,781 -13%
TA
24
Teachers Advisors
New York
$3.6M – – –
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.46M +$127K +2,239 +4%
1
2 3 4 5

MGEE Hedge Fund Activity: Q1 2018 in Review

152 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2018, worth a combined $774M — down 9.5% from $855M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MGEE and 16 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was State Street, cutting an estimated $1.88M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q1 2018, down from 153 in Q4 2017.
  • Funds reported $774M of MGE Energy Inc stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2018 was Renaissance Technologies, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q1 2018 was State Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2018.