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MGE Energy Inc

173 hedge funds and large institutions have $1.22B invested in MGE Energy Inc in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$153M)

4% more funds holding

Funds holding: 167173 (+6)

1.1% more ownership

Funds ownership: 47.25%48.35% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $301K

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
48
Closed
15
Calls
$14K
Puts
$301K
Net Calls
-$287K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$1.11M +$361K +5,230 +49%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.04M +$39.1K +567 +4%
MIM
53
MetLife Investment Management
New Jersey
$1.01M -$103K -1,487 -9%
SG Americas Securities
54
SG Americas Securities
New York
$943K +$929K +13,469 New
LPL Financial
55
LPL Financial
California
$923K +$6.97K +101 +0.8%
KA
56
KLCM Advisors
Wisconsin
$909K
SAM
57
Shell Asset Management
Netherlands
$904K -$101K -1,469 -10%
ProShare Advisors
58
ProShare Advisors
Maryland
$893K +$192K +2,784 +28%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$846K +$103K +1,500 +14%
Barclays
60
Barclays
United Kingdom
$823K -$345K -5,007 -30%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$771K +$345 +5 +0%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$746K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$735K -$66K -957 -8%
ASRS
64
Arizona State Retirement System
Arizona
$734K -$29.2K -424 -4%
GVAG
65
Great Valley Advisor Group
Delaware
$731K +$4.34K +63 +0.6%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$729K
MAM
67
Martingale Asset Management
Massachusetts
$716K -$372K -5,397 -35%
OC
68
Oarsman Capital
Wisconsin
$656K -$88.6K -1,284 -12%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$625K +$64.6K +937 +12%
IAA
70
Independent Advisor Alliance
North Carolina
$618K -$146K -2,115 -19%
VRS
71
Virginia Retirement Systems
Virginia
$609K +$6.9K +100 +1%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$600K +$591K +8,562 New
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$597K
William Blair & Company
74
William Blair & Company
Illinois
$577K -$7.93K -115 -1%
WANY
75
Wealthspire Advisors (New York)
New York
$554K +$545K +7,906 New

MGEE Hedge Fund Activity: Q4 2020 in Review

173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2020, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 15 closed out — a net gain of 7 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Zimmer Partners, cutting an estimated $18.2M.

  • 173 institutional investors held MGE Energy Inc (MGEE) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.22B of MGE Energy Inc stock for Q4 2020, up 14% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2020 and 15 closed out, a net change of +7 holders.
  • The largest MGE Energy Inc buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest MGE Energy Inc seller in Q4 2020 was Zimmer Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2020.