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MGE Energy Inc

163 hedge funds and large institutions have $1.09B invested in MGE Energy Inc in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$35.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 46.38%46.69% (+0.3%)

7% less funds holding

Funds holding: 175163 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
53
Reduced
52
Closed
26
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$3.86M +$506K +7,752 +15%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.42M
Bank of America
28
Bank of America
North Carolina
$3.39M -$222K -3,405 -6%
Morgan Stanley
29
Morgan Stanley
New York
$3.37M +$195K +2,984 +6%
AllianceBernstein
30
AllianceBernstein
Tennessee
$3.07M -$222K -3,400 -7%
UBS AM
31
UBS AM
Illinois
$2.71M -$101K -1,544 -4%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.47M -$5.02M -76,841 -67%
UBS Group
33
UBS Group
Switzerland
$2.22M -$112K -1,717 -5%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$2.15M +$104K +1,600 +5%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.07M -$678K -10,389 -24%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.04M
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$1.84M -$97.9K -1,500 -5%
HAI
38
Hennessy Advisors Inc
California
$1.72M -$91.4K -1,400 -5%
MAM
39
Magellan Asset Management
Australia
$1.72M
CS
40
Credit Suisse
Switzerland
$1.7M +$73.2K +1,122 +4%
US Bancorp
41
US Bancorp
Minnesota
$1.6M -$50.7K -777 -3%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.54M +$68K +1,042 +5%
Barclays
43
Barclays
United Kingdom
$1.52M +$70.1K +1,074 +5%
AG
44
Aperio Group
California
$1.39M -$188K -2,880 -12%
AIG
45
American International Group
New York
$1.38M +$46K +704 +3%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33M -$76.3K -1,169 -5%
Canada Life
47
Canada Life
Manitoba, Canada
$1.2M +$457 +7 +0%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$1.12M -$7.18K -110 -0.6%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.04M +$161K +2,464 +17%
MIM
50
MetLife Investment Management
New Jersey
$1.02M +$78.6K +1,204 +8%

MGEE Hedge Fund Activity: Q2 2020 in Review

163 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2020, worth a combined $1.09B — up 3.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 14 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was First Trust Advisors, adding an estimated $47.9M. The largest seller was Victory Capital Management, cutting an estimated $62.6M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2020, down from 175 in Q1 2020.
  • Funds reported $1.09B of MGE Energy Inc stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2020 and 26 closed out, a net change of -12 holders.
  • The largest MGE Energy Inc buyer in Q2 2020 was First Trust Advisors, an estimated $47.9M added.
  • The largest MGE Energy Inc seller in Q2 2020 was Victory Capital Management, an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2020.