We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

163 hedge funds and large institutions have $1.09B invested in MGE Energy Inc in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$35.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 46.38% → 46.69% (+0.3%)

7% less funds holding

Funds holding: 175 → 163 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
52
Closed
26
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$47.9M
2
ZP
Zimmer Partners
New York
+$46.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M
4
Goldman Sachs
Goldman Sachs
New York
+$19.1M
5
BlackRock
BlackRock
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$987K +$84.9K +1,300 +9%
ACI
52
AMP Capital Investors
Australia
$972K -$28.1K -431 -3%
SAM
53
Shell Asset Management
Netherlands
$927K -$12.4K -190 -1%
Prudential Financial
54
Prudential Financial
New Jersey
$859K +$21.9K +335 +3%
KA
55
KLCM Advisors
Wisconsin
$837K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$811K +$261 +4 +0%
MAM
57
Martingale Asset Management
Massachusetts
$788K – – –
VOYA Investment Management
58
VOYA Investment Management
Georgia
$786K -$334K -5,122 -30%
Squarepoint
59
Squarepoint
New York
$785K +$794K +12,167 New
LPL Financial
60
LPL Financial
California
$784K -$53.1K -813 -6%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$782K +$10.8K +166 +1%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$776K -$62.5K -957 -7%
Citigroup
63
Citigroup
New York
$747K +$12.9K +198 +2%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$710K -$53.6K -821 -7%
AAM
65
Advisors Asset Management
Colorado
$710K +$168K +2,570 +30%
IAA
66
Independent Advisor Alliance
North Carolina
$706K -$245K -3,753 -26%
OC
67
Oarsman Capital
Wisconsin
$691K +$61.1K +936 +10%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$677K – – –
Ameriprise
69
Ameriprise
Minnesota
$649K +$279K +4,281 +74%
ProShare Advisors
70
ProShare Advisors
Maryland
$626K +$211K +3,238 +50%
VRS
71
Virginia Retirement Systems
Virginia
$606K -$287K -4,400 -32%
SWM
72
SVA Wealth Management
Wisconsin
$585K +$3.85K +59 +0.7%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$582K -$121K -1,858 -17%
GVAG
74
Great Valley Advisor Group
Delaware
$580K -$22.7K -347 -4%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$574K -$304K -4,649 -34%
1 2
3
4 5

MGEE Hedge Fund Activity: Q2 2020 in Review

163 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2020, worth a combined $1.09B — up 3.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 14 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was First Trust Advisors, adding an estimated $47.9M. The largest seller was Victory Capital Management, cutting an estimated $62.6M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2020, down from 175 in Q1 2020.
  • Funds reported $1.09B of MGE Energy Inc stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2020 and 26 closed out, a net change of -12 holders.
  • The largest MGE Energy Inc buyer in Q2 2020 was First Trust Advisors, an estimated $47.9M added.
  • The largest MGE Energy Inc seller in Q2 2020 was Victory Capital Management, an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2020.