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MGE Energy Inc
MGEE

157 hedge funds and large institutions have $855M invested in MGE Energy Inc in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 152 → 157 (+5)

0.09% more ownership

Funds ownership: 41.04% → 41.13% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less capital invested

Capital invested by funds: $940M → $855M (-$84.9M)

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
46
Reduced
46
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$91K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.42M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.87M
5
Morgan Stanley
Morgan Stanley
New York
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$23.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.73M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.25M
4
SAM
Silvercrest Asset Management
New York
-$1.18M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$212M +$5.85M +91,730 +3%
BlackRock
2
BlackRock
New York
$150M +$7.45M +116,916 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.6M +$348K +5,457 +0.6%
State Street
4
State Street
Massachusetts
$45M -$427K -6,706 -0.9%
Victory Capital Management
5
Victory Capital Management
Texas
$40.1M +$299K +4,698 +0.7%
SAM
6
Silvercrest Asset Management
New York
$37.5M -$1.18M -18,480 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$27.8M +$1.01M +15,861 +4%
Northern Trust
8
Northern Trust
Illinois
$26.6M +$2.61K +41 +0%
GF
9
Gabelli Funds
New York
$25.8M -$127K -2,000 -0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$24.6M +$484K +7,600 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.4M +$4.87M +76,370 +23%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$18.3M -$1.14M -17,920 -6%
Charles Schwab
13
Charles Schwab
California
$15.6M -$66.5K -1,044 -0.4%
Wells Fargo
14
Wells Fargo
California
$12.6M -$704K -11,037 -5%
Morgan Stanley
15
Morgan Stanley
New York
$9.89M +$4.67M +73,254 +80%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$6.78M +$5.42M +85,059 +303%
Bank of America
17
Bank of America
North Carolina
$5.54M +$685K +10,751 +13%
PPA
18
Parametric Portfolio Associates
Washington
$4.95M -$584K -9,164 -10%
TA
19
Teachers Advisors
New York
$4.47M +$232K +3,637 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.36M +$568K +8,907 +14%
TCIM
21
TIAA CREF Investment Management
New York
$4.13M -$102K -1,600 -2%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.13M +$941K +14,757 +27%
Swiss National Bank
23
Swiss National Bank
Switzerland
$3.68M +$57.4K +900 +1%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$3.28M +$77.6K +1,217 +2%
Prudential Financial
25
Prudential Financial
New Jersey
$3.26M +$16.5K +259 +0.5%
1
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MGEE Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2018, worth a combined $855M — down 9% from $940M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 16 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $7.45M. The largest seller was First Trust Advisors, cutting an estimated $23.6M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q4 2018, up from 152 in Q3 2018.
  • Funds reported $855M of MGE Energy Inc stock for Q4 2018, down 9% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest MGE Energy Inc buyer in Q4 2018 was BlackRock, an estimated $7.45M added.
  • The largest MGE Energy Inc seller in Q4 2018 was First Trust Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2018.