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MGE Energy Inc

167 hedge funds and large institutions have $1.07B invested in MGE Energy Inc in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 163167 (+4)

0.57% more ownership

Funds ownership: 46.69%47.25% (+0.57%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$19M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
46
Reduced
47
Closed
15
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.02M -$72.5K -1,119 -7%
MIM
52
MetLife Investment Management
New Jersey
$994K
MAM
53
Martingale Asset Management
Massachusetts
$978K +$220K +3,400 +28%
SAM
54
Shell Asset Management
Netherlands
$901K
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$894K +$110K +1,696 +13%
LPL Financial
56
LPL Financial
California
$819K +$60.1K +927 +8%
KA
57
KLCM Advisors
Wisconsin
$813K
VOYA Investment Management
58
VOYA Investment Management
Georgia
$764K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$718K -$36.7K -567 -5%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$689K -$65 -1 -0%
IAA
61
Independent Advisor Alliance
North Carolina
$685K
ASRS
62
Arizona State Retirement System
Arizona
$684K +$200K +3,086 +39%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$668K +$114K +1,761 +20%
OC
64
Oarsman Capital
Wisconsin
$667K -$4.02K -62 -0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$663K -$178K -2,741 -21%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$663K +$201K +3,100 +41%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$652K -$4.86K -75 -0.7%
GVAG
68
Great Valley Advisor Group
Delaware
$650K +$89.5K +1,382 +15%
AAM
69
Advisors Asset Management
Colorado
$632K -$60.1K -927 -8%
ProShare Advisors
70
ProShare Advisors
Maryland
$625K +$16.9K +261 +3%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$624K +$60.2K +929 +10%
AQR Capital Management
72
AQR Capital Management
Connecticut
$567K -$1.5M -23,078 -72%
VRS
73
Virginia Retirement Systems
Virginia
$539K -$51.8K -800 -9%
SWM
74
SVA Wealth Management
Wisconsin
$535K -$34.7K -536 -6%
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$535K

MGEE Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2020, worth a combined $1.07B — down 1.7% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Vanguard Group, cutting an estimated $8.78M.

  • 167 institutional investors held MGE Energy Inc (MGEE) as of Q3 2020, up from 163 in Q2 2020.
  • Funds reported $1.07B of MGE Energy Inc stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q3 2020 and 15 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q3 2020 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest MGE Energy Inc seller in Q3 2020 was Vanguard Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2020.