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MGE Energy Inc
MGEE

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172 → 180 (+8)

0.13% more ownership

Funds ownership: 49.9% → 50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.5M
2
Northern Trust
Northern Trust
Illinois
+$4.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.86M
5
State Street
State Street
Massachusetts
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$9.33M
2
BlackRock
BlackRock
New York
-$5.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.28M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.77M -$367K -4,687 -8%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$3.63M -$67.1K -857 -2%
UBS AM
28
UBS AM
Illinois
$3.54M -$116K -1,486 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.39M +$110K +1,406 +3%
AllianceBernstein
30
AllianceBernstein
Tennessee
$2.77M -$164K -2,100 -5%
Wells Fargo
31
Wells Fargo
California
$2.71M +$559K +7,139 +24%
ECM
32
ExodusPoint Capital Management
New York
$2.43M -$415K -5,298 -14%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.38M -$70.8K -905 -3%
US Bancorp
34
US Bancorp
Minnesota
$2.28M +$33.1K +423 +1%
MAM
35
Magellan Asset Management
Australia
$2.23M +$245K +3,125 +11%
CS
36
Credit Suisse
Switzerland
$2.23M +$303K +3,869 +15%
COPPSERS
37
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.14M +$732K +9,349 +47%
MWP
38
Madison Wealth Partners
Wisconsin
$2.1M +$13.1K +167 +0.6%
MAM
39
Martingale Asset Management
Massachusetts
$1.95M +$1.23M +15,670 +145%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.94M -$408K -5,217 -17%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.91M -$1.71M -21,859 -46%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.75M -$696K -8,886 -27%
ACI
43
AMP Capital Investors
Australia
$1.58M +$310K +3,956 +23%
Barclays
44
Barclays
United Kingdom
$1.57M +$1.26M +16,128 +311%
AIG
45
American International Group
New York
$1.47M -$37K -473 -2%
GC
46
Guggenheim Capital
Illinois
$1.45M +$75.3K +962 +5%
SG Americas Securities
47
SG Americas Securities
New York
$1.38M +$1.04M +13,335 +245%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M -$160K -2,039 -10%
UBS Group
49
UBS Group
Switzerland
$1.35M +$190K +2,425 +15%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$1.15M -$180K -2,305 -13%
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MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.