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MGE Energy Inc

157 hedge funds and large institutions have $1.01B invested in MGE Energy Inc in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $855M → $1.01B (+$157M)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

1.81% more ownership

Funds ownership: 41.13%42.94% (+1.8%)

0% more funds holding

Funds holding: 157157 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

Holders
157
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
45
Closed
17
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M +$2.84M +44,660 +1%
BlackRock
2
BlackRock
New York
$170M -$939K -14,754 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.1M +$224K +3,520 +0.4%
State Street
4
State Street
Massachusetts
$52.4M +$1.27M +20,034 +3%
Victory Capital Management
5
Victory Capital Management
Texas
$45.1M -$347K -5,458 -0.8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$43.3M +$11.1M +174,698 +38%
SAM
7
Silvercrest Asset Management
New York
$40.2M -$2.12M -33,390 -5%
First Trust Advisors
8
First Trust Advisors
Illinois
$30.9M +$27.9M +438,687 +2,867%
Renaissance Technologies
9
Renaissance Technologies
New York
$30.3M +$2.25M +35,300 +9%
Northern Trust
10
Northern Trust
Illinois
$30.1M -$29.3K -461 -0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.4M +$1.55M +24,422 +6%
GF
12
Gabelli Funds
New York
$29.3M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.1M +$390K +6,128 +2%
Charles Schwab
14
Charles Schwab
California
$18.4M +$649K +10,201 +4%
Wells Fargo
15
Wells Fargo
California
$15.6M +$1.17M +18,322 +9%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$10.4M +$2.54M +39,884 +35%
PPA
17
Parametric Portfolio Associates
Washington
$6.26M +$613K +9,636 +12%
Deutsche Bank
18
Deutsche Bank
Germany
$5.71M +$2.9M +45,558 +118%
TA
19
Teachers Advisors
New York
$5.26M +$175K +2,746 +4%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.75M +$55K +865 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.66M -$273K -4,289 -6%
TCIM
22
TIAA CREF Investment Management
New York
$4.57M -$112K -1,763 -3%
Swiss National Bank
23
Swiss National Bank
Switzerland
$4.29M +$115K +1,800 +3%
Bank of America
24
Bank of America
North Carolina
$4.08M -$2.06M -32,349 -35%
Morgan Stanley
25
Morgan Stanley
New York
$3.75M -$6.99M -109,848 -67%

MGEE Hedge Fund Activity: Q1 2019 in Review

157 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2019, worth a combined $1.01B — up 18% from $855M a quarter earlier.

Fund positioning in MGEE was balanced in Q1 2019: 17 funds opened new positions, 17 closed out, 51 added to existing stakes and 45 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $6.99M.

  • 157 institutional investors held MGE Energy Inc (MGEE) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.01B of MGE Energy Inc stock for Q1 2019, up 18% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2019 and 17 closed out, a net change of 0 holders.
  • The largest MGE Energy Inc buyer in Q1 2019 was First Trust Advisors, an estimated $27.9M added.
  • The largest MGE Energy Inc seller in Q1 2019 was Morgan Stanley, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2019.