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MGE Energy Inc
MGEE

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68% → 46.39% (+0.71%)

4% less funds holding

Funds holding: 183 → 176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$657K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$55.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.82M
5
HF
HRT Financial
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$47M
2
Invesco
Invesco
Georgia
-$3.14M
3
Morgan Stanley
Morgan Stanley
New York
-$2.86M
4
BlackRock
BlackRock
New York
-$2.47M
5
Prudential Financial
Prudential Financial
New Jersey
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.66M -$335K -4,493 -7%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.47M -$19.6K -263 -0.5%
Invesco
28
Invesco
Georgia
$3.41M -$3.14M -42,088 -45%
AllianceBernstein
29
AllianceBernstein
Tennessee
$3.34M – – –
HF
30
HRT Financial
New York
$3.29M +$3.75M +50,232 New
Morgan Stanley
31
Morgan Stanley
New York
$3.22M -$2.86M -38,406 -44%
UBS AM
32
UBS AM
Illinois
$2.85M +$6.42K +86 +0.2%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.78M +$2.54M +34,016 +400%
UBS Group
34
UBS Group
Switzerland
$2.37M -$1.4M -18,826 -34%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$2.08M -$365K -4,900 -13%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.04M – – –
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$1.96M +$265K +3,550 +13%
HAI
38
Hennessy Advisors Inc
California
$1.84M -$74.6K -1,000 -3%
MAM
39
Magellan Asset Management
Australia
$1.74M -$63.2K -847 -3%
Federated Hermes
40
Federated Hermes
Pennsylvania
$1.71M +$1.94M +26,048 New
US Bancorp
41
US Bancorp
Minnesota
$1.67M +$11.7K +157 +0.6%
CS
42
Credit Suisse
Switzerland
$1.65M -$124K -1,658 -6%
AG
43
Aperio Group
California
$1.6M -$206K -2,756 -10%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.49M +$1.7M +22,824 New
Barclays
45
Barclays
United Kingdom
$1.47M -$1.05M -14,116 -39%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.44M +$69.1K +927 +4%
AIG
47
American International Group
New York
$1.35M -$89.1K -1,194 -5%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.33M +$1.52M +20,360 New
Canada Life
49
Canada Life
Manitoba, Canada
$1.22M +$1.18M +15,774 +557%
TA
50
Teton Advisors
New York
$1.18M -$597K -8,000 -31%
1
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3 4 5

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.