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MGE Energy Inc
MGEE

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44% → 49.9% (+0.46%)

3% less funds holding

Funds holding: 177 → 172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.8M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.48M
5
State Street
State Street
Massachusetts
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.74M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
4
ZP
Zimmer Partners
New York
-$2.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.17M -$1.63M -21,911 -28%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.74M -$352K -4,718 -9%
UBS AM
28
UBS AM
Illinois
$3.69M +$258K +3,467 +8%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.56M -$3.7M -49,627 -51%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.33M +$363K +4,875 +12%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.96M -$365K -4,900 -11%
ECM
32
ExodusPoint Capital Management
New York
$2.85M +$2.3M +30,863 +413%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.48M +$2.48M +33,333 New
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.44M -$470K -6,301 -16%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$2.35M -$134K -1,793 -5%
US Bancorp
36
US Bancorp
Minnesota
$2.28M -$21.8K -293 -0.9%
Wells Fargo
37
Wells Fargo
California
$2.21M -$70.4K -945 -3%
MWP
38
Madison Wealth Partners
Wisconsin
$2.11M +$369K +4,953 +21%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.04M – – –
MAM
40
Magellan Asset Management
Australia
$2.03M -$56.6K -759 -3%
CS
41
Credit Suisse
Switzerland
$1.97M -$119K -1,602 -6%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M +$11.6K +155 +0.8%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.47M +$471K +6,315 +47%
GC
44
Guggenheim Capital
Illinois
$1.39M +$1.4M +18,717 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.33M -$1.31M -17,589 -49%
ACI
46
AMP Capital Investors
Australia
$1.3M -$8.28K -111 -0.6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.28M -$4.8M -64,430 -79%
UBS Group
48
UBS Group
Switzerland
$1.19M -$637K -8,550 -35%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.15M -$1.32M -17,650 -53%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.13M +$31.6K +424 +3%
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MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.