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MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$3.86M -$249K -3,283 -6%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$3.79M +$139K +1,831 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.38M +$1.11M +14,574 +42%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$3.22M +$76.8K +1,012 +2%
BCM
30
Bridgeway Capital Management
Texas
$3.16M +$22.8K +300 +0.7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.11M -$117K -1,544 -3%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$2.74M -$298K -3,934 -9%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.59M
US Bancorp
34
US Bancorp
Minnesota
$2.41M -$4.17K -55 -0.2%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$2.38M +$178K +2,343 +7%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$2.15M +$2.38M +31,327 New
MWP
37
Madison Wealth Partners
Wisconsin
$2.01M -$66.4K -875 -3%
MAM
38
Martingale Asset Management
Massachusetts
$1.95M
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.91M -$492K -6,490 -19%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.9M +$417K +5,493 +25%
CS
41
Credit Suisse
Switzerland
$1.79M -$100K -1,322 -5%
MAM
42
Magellan Asset Management
Australia
$1.77M +$21.8K +287 +1%
CAN
43
Cetera Advisor Networks
California
$1.66M +$1.84M +24,198 New
AG
44
Algert Global
California
$1.58M
LPL Financial
45
LPL Financial
California
$1.53M +$112K +1,477 +7%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$1.5M +$1.61M +21,239 +2,966%
Macquarie Group
47
Macquarie Group
Australia
$1.42M +$104K +1,368 +7%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.32M -$117K -1,545 -7%
MIM
49
MetLife Investment Management
New Jersey
$1.3M
TD Asset Management
50
TD Asset Management
Ontario, Canada
$1.29M +$60.7K +800 +4%

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.