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MGE Energy Inc

153 hedge funds and large institutions have $881M invested in MGE Energy Inc in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $774M → $881M (+$107M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 152153 (+1)

0.5% more ownership

Funds ownership: 39.79%40.3% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
45
Reduced
46
Closed
17
Calls
$359K
Puts
Net Calls
+$359K
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$214M +$3.84M +65,821 +2%
BlackRock
2
BlackRock
New York
$148M +$6.82M +117,069 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.9M +$9.68K +166 +0%
State Street
4
State Street
Massachusetts
$47.5M -$304K -5,218 -0.7%
Victory Capital Management
5
Victory Capital Management
Texas
$41.4M +$2.02M +34,689 +6%
SAM
6
Silvercrest Asset Management
New York
$40.6M +$1.27M +21,811 +4%
GF
7
Gabelli Funds
New York
$27.6M -$117K -2,000 -0.5%
Northern Trust
8
Northern Trust
Illinois
$27.3M -$213K -3,658 -0.8%
Renaissance Technologies
9
Renaissance Technologies
New York
$24.5M -$3.67M -62,944 -14%
First Trust Advisors
10
First Trust Advisors
Illinois
$23.2M -$903K -15,497 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23M +$2.02M +34,679 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20M +$297K +5,095 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$17.4M +$4.18M +71,773 +35%
Charles Schwab
14
Charles Schwab
California
$15.7M +$936K +16,055 +7%
Wells Fargo
15
Wells Fargo
California
$13.1M +$1.69M +29,022 +16%
Bank of America
16
Bank of America
North Carolina
$7.88M +$703K +12,054 +11%
Morgan Stanley
17
Morgan Stanley
New York
$7.13M +$33.3K +571 +0.5%
Deutsche Bank
18
Deutsche Bank
Germany
$7.01M -$1.55M -26,538 -19%
PPA
19
Parametric Portfolio Associates
Washington
$6.07M +$180K +3,090 +3%
TCIM
20
TIAA CREF Investment Management
New York
$4.85M -$433K -7,426 -9%
Prudential Financial
21
Prudential Financial
New Jersey
$4.7M -$1.76M -30,130 -29%
TA
22
Teachers Advisors
New York
$4.2M +$150K +2,579 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.92M -$271K -4,648 -7%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.81M
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.39M +$66.7K +1,145 +2%

MGEE Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2018, worth a combined $881M — up 14% from $774M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $6.82M. The largest seller was Renaissance Technologies, cutting an estimated $3.67M.

  • 153 institutional investors held MGE Energy Inc (MGEE) as of Q2 2018, up from 152 in Q1 2018.
  • Funds reported $881M of MGE Energy Inc stock for Q2 2018, up 14% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q2 2018 and 17 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2018 was BlackRock, an estimated $6.82M added.
  • The largest MGE Energy Inc seller in Q2 2018 was Renaissance Technologies, an estimated $3.67M sold.

Based on aggregated 13F filings for Q2 2018.