We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

152 hedge funds and large institutions have $940M invested in MGE Energy Inc in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $881M → $940M (+$58.8M)

0.74% more ownership

Funds ownership: 40.3% → 41.04% (+0.74%)

1% less funds holding

Funds holding: 153 → 152 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

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
8
Increased
42
Reduced
49
Closed
9
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$40K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.23M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.15M
4
BlackRock
BlackRock
New York
+$2.44M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.81M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.16M
3
GCP
GSA Capital Partners
United Kingdom
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.39M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$220M +$4.23M +65,250 +2%
BlackRock
2
BlackRock
New York
$153M +$2.44M +37,690 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.8M +$159K +2,451 +0.3%
State Street
4
State Street
Massachusetts
$48.4M +$294K +4,535 +0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$42.4M +$520K +8,011 +1%
SAM
6
Silvercrest Asset Management
New York
$41.1M -$67.3K -1,038 -0.2%
Ameriprise
7
Ameriprise
Minnesota
$32M +$58.9K +908 +8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$28.5M +$11.1M +170,554 +62%
Northern Trust
9
Northern Trust
Illinois
$28.3M +$639K +9,856 +2%
GF
10
Gabelli Funds
New York
$27.6M -$324K -5,000 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$25.7M +$967K +14,900 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$24.6M +$1.13M +17,368 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.1M -$2.16M -33,254 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.6M +$329K +5,069 +2%
Charles Schwab
15
Charles Schwab
California
$16.7M +$817K +12,601 +5%
Wells Fargo
16
Wells Fargo
California
$14.1M +$877K +13,523 +7%
Deutsche Bank
17
Deutsche Bank
Germany
$10.2M +$3.15M +48,540 +44%
Morgan Stanley
18
Morgan Stanley
New York
$5.86M -$1.39M -21,373 -19%
PPA
19
Parametric Portfolio Associates
Washington
$5.85M -$302K -4,662 -5%
Bank of America
20
Bank of America
North Carolina
$5.21M -$2.81M -43,282 -35%
TA
21
Teachers Advisors
New York
$4.53M +$278K +4,288 +6%
TCIM
22
TIAA CREF Investment Management
New York
$4.5M -$415K -6,403 -8%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.08M +$113K +1,748 +3%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.86M – – –
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.46M +$23.5K +362 +0.7%
1
2 3 4 5

MGEE Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2018, worth a combined $940M — up 6.7% from $881M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MGEE and 8 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 152 institutional investors held MGE Energy Inc (MGEE) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $940M of MGE Energy Inc stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 8 funds opened new MGE Energy Inc positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q3 2018 was T. Rowe Price Associates, an estimated $11.1M added.
  • The largest MGE Energy Inc seller in Q3 2018 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2018.