We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68% → 46.39% (+0.71%)

4% less funds holding

Funds holding: 183 → 176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$657K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$55.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.82M
5
HF
HRT Financial
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$47M
2
Invesco
Invesco
Georgia
-$3.14M
3
Morgan Stanley
Morgan Stanley
New York
-$2.86M
4
BlackRock
BlackRock
New York
-$2.47M
5
Prudential Financial
Prudential Financial
New Jersey
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$1.15M – – –
VOYA Investment Management
52
VOYA Investment Management
Georgia
$1.13M +$24.6K +330 +2%
ACI
53
AMP Capital Investors
Australia
$1.06M -$127K -1,700 -10%
First Trust Advisors
54
First Trust Advisors
Illinois
$969K -$47M -629,593 -98%
IAA
55
Independent Advisor Alliance
North Carolina
$962K – – –
MIM
56
MetLife Investment Management
New Jersey
$960K – – –
SAM
57
Shell Asset Management
Netherlands
$953K -$16.7K -224 -2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$930K -$382K -5,121 -26%
SO
59
STRS Ohio
Ohio
$916K -$142K -1,900 -12%
VRS
60
Virginia Retirement Systems
Virginia
$903K -$403K -5,400 -28%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$887K – – –
Prudential Financial
62
Prudential Financial
New Jersey
$850K -$2.11M -28,352 -69%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$850K -$131K -1,752 -12%
LPL Financial
64
LPL Financial
California
$849K -$19.5K -262 -2%
KA
65
KLCM Advisors
Wisconsin
$849K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$823K -$11.7K -157 -1%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$817K -$600K -8,040 -39%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$807K +$920K +12,333 New
PP
69
PDT Partners
New York
$804K +$448 +6 +0%
MAM
70
Martingale Asset Management
Massachusetts
$800K +$477K +6,400 +110%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$784K -$477K -6,391 -35%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$774K +$95.5K +1,280 +12%
WANY
73
Wealthspire Advisors (New York)
New York
$749K +$853K +11,441 New
Citigroup
74
Citigroup
New York
$745K -$340K -4,559 -29%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$712K +$440K +5,894 +118%
1 2
3
4 5

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.