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MGE Energy Inc

167 hedge funds and large institutions have $1.07B invested in MGE Energy Inc in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 163167 (+4)

0.57% more ownership

Funds ownership: 46.69%47.25% (+0.57%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$19M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
46
Reduced
47
Closed
15
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$3.46M +$136K +2,101 +4%
Bank of America
27
Bank of America
North Carolina
$2.96M -$344K -5,314 -10%
UBS AM
28
UBS AM
Illinois
$2.94M +$320K +4,937 +12%
AllianceBernstein
29
AllianceBernstein
Tennessee
$2.89M -$97.2K -1,500 -3%
Morgan Stanley
30
Morgan Stanley
New York
$2.61M -$686K -10,593 -20%
Invesco
31
Invesco
Georgia
$2.35M -$1.45M -22,337 -37%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.33M -$59.8K -923 -2%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$2.09M
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.04M
US Bancorp
35
US Bancorp
Minnesota
$1.96M +$423K +6,532 +26%
TRCT
36
Tower Research Capital (TRC)
New York
$1.79M +$1.62M +25,047 +715%
CS
37
Credit Suisse
Switzerland
$1.67M +$29.4K +453 +2%
MAM
38
Magellan Asset Management
Australia
$1.67M
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$1.61M -$178K -2,750 -10%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.52M +$1.27M +19,610 +422%
HAI
41
Hennessy Advisors Inc
California
$1.49M -$194K -3,000 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.43M -$73K -1,127 -5%
AG
43
Aperio Group
California
$1.38M +$26.2K +405 +2%
AIG
44
American International Group
New York
$1.37M +$27.5K +425 +2%
UBS Group
45
UBS Group
Switzerland
$1.33M -$849K -13,101 -38%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31M
Canada Life
47
Canada Life
Manitoba, Canada
$1.14M -$24.9K -385 -2%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$1.1M +$7.78K +120 +0.7%
Barclays
49
Barclays
United Kingdom
$1.05M -$439K -6,774 -29%
ACI
50
AMP Capital Investors
Australia
$1.04M +$90.7K +1,400 +9%

MGEE Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2020, worth a combined $1.07B — down 1.7% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Vanguard Group, cutting an estimated $8.78M.

  • 167 institutional investors held MGE Energy Inc (MGEE) as of Q3 2020, up from 163 in Q2 2020.
  • Funds reported $1.07B of MGE Energy Inc stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q3 2020 and 15 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q3 2020 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest MGE Energy Inc seller in Q3 2020 was Vanguard Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2020.