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MGE Energy Inc
MGEE

173 hedge funds and large institutions have $1.22B invested in MGE Energy Inc in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$153M)

4% more funds holding

Funds holding: 167 → 173 (+6)

1.1% more ownership

Funds ownership: 47.25% → 48.35% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $301K

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
51
Reduced
48
Closed
15
Calls
$14K
Puts
$301K
Net Calls
-$287K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.1M
3
BlackRock
BlackRock
New York
+$9.24M
4
Morgan Stanley
Morgan Stanley
New York
+$5.54M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$18.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.27M
3
First Trust Advisors
First Trust Advisors
Illinois
-$5.59M
4
Wells Fargo
Wells Fargo
California
-$3.5M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$5M +$503K +7,298 +11%
PPA
27
Parametric Portfolio Associates
Washington
$4.25M -$297K -4,310 -7%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$3.86M -$4.97K -72 -0.1%
Bank of America
29
Bank of America
North Carolina
$3.84M +$532K +7,707 +16%
UBS AM
30
UBS AM
Illinois
$3.28M – – –
AllianceBernstein
31
AllianceBernstein
Tennessee
$3.23M – – –
CS
32
Credit Suisse
Switzerland
$2.96M +$1.07M +15,538 +58%
Invesco
33
Invesco
Georgia
$2.81M +$186K +2,692 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.79M +$1.17M +17,022 +75%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$2.75M +$1.04M +15,064 +62%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$2.34M – – –
US Bancorp
37
US Bancorp
Minnesota
$2.16M -$26.3K -382 -1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.04M – – –
MAM
39
Magellan Asset Management
Australia
$1.86M – – –
Nisa Investment Advisors
40
Nisa Investment Advisors
Missouri
$1.78M -$20.7K -300 -1%
UBS Group
41
UBS Group
Switzerland
$1.69M +$192K +2,783 +13%
MWP
42
Madison Wealth Partners
Wisconsin
$1.64M +$1.62M +23,427 New
AG
43
Aperio Group
California
$1.59M +$49.7K +720 +3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M +$80K +1,160 +6%
HAI
45
Hennessy Advisors Inc
California
$1.42M -$241K -3,500 -15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.33M +$265K +3,842 +24%
Canada Life
47
Canada Life
Manitoba, Canada
$1.18M -$93.5K -1,355 -7%
ACI
48
AMP Capital Investors
Australia
$1.18M +$20.7K +300 +2%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$1.16M -$64.8K -940 -5%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.12M +$262K +3,796 +31%
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MGEE Hedge Fund Activity: Q4 2020 in Review

173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2020, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 15 closed out — a net gain of 7 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Zimmer Partners, cutting an estimated $18.2M.

  • 173 institutional investors held MGE Energy Inc (MGEE) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.22B of MGE Energy Inc stock for Q4 2020, up 14% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2020 and 15 closed out, a net change of +7 holders.
  • The largest MGE Energy Inc buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest MGE Energy Inc seller in Q4 2020 was Zimmer Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2020.