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MGE Energy Inc
MGEE

229 hedge funds and large institutions have $1.39B invested in MGE Energy Inc in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

14% more funds holding

Funds holding: 201 → 229 (+28)

5% more capital invested

Capital invested by funds: $1.32B → $1.39B (+$71.7M)

0.05% less ownership

Funds ownership: 53.19% → 53.14% (-0.05%)

Holders
229
Holders Change
+28
Holders Change %
+13.93%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
80
Reduced
66
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.3M
2
BlackRock
BlackRock
New York
+$10M
3
Millennium Management
Millennium Management
New York
+$8.22M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$6.28M
5
STCG
Speece Thorson Capital Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35M
3
N
Nuveen
North Carolina
-$4.66M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.62M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$4.79M +$529K +7,304 +12%
Invesco
27
Invesco
Georgia
$4.63M +$221K +3,051 +5%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$4.51M +$507K +7,000 +13%
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.35M +$31.7K +438 +0.7%
CSS
30
Cubist Systematic Strategies
Connecticut
$4.33M +$3.05M +42,145 +238%
Barclays
31
Barclays
United Kingdom
$4.16M +$3.22M +44,485 +342%
UBS AM
32
UBS AM
Illinois
$4.1M +$26.5K +366 +0.6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.84M +$272K +3,759 +8%
Citadel Advisors
34
Citadel Advisors
Florida
$3.57M +$2.73M +37,776 +325%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$3.51M +$111K +1,531 +3%
BCM
36
Bridgeway Capital Management
Texas
$3.33M – – –
Squarepoint
37
Squarepoint
New York
$3.26M +$3.26M +45,068 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.76M -$131K -1,815 -5%
AllianceBernstein
39
AllianceBernstein
Tennessee
$2.73M – – –
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.51M – – –
US Bancorp
41
US Bancorp
Minnesota
$2.43M -$112K -1,548 -4%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$2.28M +$10.6K +146 +0.5%
Macquarie Group
43
Macquarie Group
Australia
$2.24M +$743K +10,272 +50%
MWP
44
Madison Wealth Partners
Wisconsin
$2.08M -$37.3K -515 -2%
MAM
45
Martingale Asset Management
Massachusetts
$2.05M -$5.79K -80 -0.3%
MAM
46
Magellan Asset Management
Australia
$1.92M +$45.1K +623 +2%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.88M +$1.66M +22,902 +751%
Royal London Asset Management
48
Royal London Asset Management
United Kingdom
$1.86M -$3.62M -49,977 -66%
CS
49
Credit Suisse
Switzerland
$1.82M -$69.3K -957 -4%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.78M +$1.78M +24,576 New
1
2
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MGEE Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2023, worth a combined $1.39B — up 5.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGEE positions and 10 closed out — a net gain of 31 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was First Trust Advisors, cutting an estimated $66.5M.

  • 229 institutional investors held MGE Energy Inc (MGEE) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.39B of MGE Energy Inc stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 41 funds opened new MGE Energy Inc positions in Q4 2023 and 10 closed out, a net change of +31 holders.
  • The largest MGE Energy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $19.3M added.
  • The largest MGE Energy Inc seller in Q4 2023 was First Trust Advisors, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2023.