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MGE Energy Inc
MGEE

229 hedge funds and large institutions have $1.39B invested in MGE Energy Inc in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

14% more funds holding

Funds holding: 201 → 229 (+28)

5% more capital invested

Capital invested by funds: $1.32B → $1.39B (+$71.7M)

0.05% less ownership

Funds ownership: 53.19% → 53.14% (-0.05%)

Holders
229
Holders Change
+28
Holders Change %
+13.93%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
80
Reduced
66
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.3M
2
BlackRock
BlackRock
New York
+$10M
3
Millennium Management
Millennium Management
New York
+$8.22M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$6.28M
5
STCG
Speece Thorson Capital Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35M
3
N
Nuveen
North Carolina
-$4.66M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.62M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$506 +$507 +7 New
SIC
227
SJS Investment Consulting
Ohio
$434 -$72 -1 -14%
CFGS
228
Concourse Financial Group Securities
Alabama
$433 – – –
DPW
229
DiNuzzo Private Wealth
Pennsylvania
$362 +$362 +5 New
IP
230
Ignite Planners
California
– -$606K -8,570 Closed
SFI
231
Susquehanna Fundamental Investments
Pennsylvania
– -$558K -8,150 Closed
II
232
IFM Investors
Australia
– -$333K -4,861 Closed
EP
233
Edgestream Partners
New Jersey
– -$234K -3,414 Closed
MIA
234
Milestone Investment Advisors
Wisconsin
– -$225K -3,285 Closed
NAS
235
Nicolet Advisory Services
Wisconsin
– -$224K -3,229 Closed
PAM
236
Panagora Asset Management
Massachusetts
– -$205K -2,995 Closed
RJA
237
Raymond James & Associates
Florida
– -$202K -2,946 Closed
NSIM
238
North Star Investment Management
Illinois
– -$139K -2,035 Closed
Point72 Asset Management
239
Point72 Asset Management
Connecticut
– -$1.55K -23 Closed
6 7 8 9
10

MGEE Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2023, worth a combined $1.39B — up 5.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGEE positions and 10 closed out — a net gain of 31 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was First Trust Advisors, cutting an estimated $66.5M.

  • 229 institutional investors held MGE Energy Inc (MGEE) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.39B of MGE Energy Inc stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 41 funds opened new MGE Energy Inc positions in Q4 2023 and 10 closed out, a net change of +31 holders.
  • The largest MGE Energy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $19.3M added.
  • The largest MGE Energy Inc seller in Q4 2023 was First Trust Advisors, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2023.