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MGE Energy Inc

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173177 (+4)

1.09% more ownership

Funds ownership: 48.35%49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.06M -$1.75K -26 -0.2%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$1.05M -$126K -1,870 -11%
MIM
53
MetLife Investment Management
New Jersey
$1.03M
LPL Financial
54
LPL Financial
California
$998K +$54.2K +805 +6%
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$957K +$902K +13,399 New
KA
56
KLCM Advisors
Wisconsin
$926K
SG Americas Securities
57
SG Americas Securities
New York
$923K -$36.1K -536 -4%
SAM
58
Shell Asset Management
Netherlands
$916K -$4.71K -70 -0.5%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$904K +$39.1K +581 +5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$893K +$812K +12,058 +2,674%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$840K +$51.2K +760 +7%
ZCM
62
Zebra Capital Management
Connecticut
$808K +$763K +11,323 New
MAM
63
Martingale Asset Management
Massachusetts
$780K +$47.3K +702 +7%
GVAG
64
Great Valley Advisor Group
Delaware
$773K +$26.5K +393 +4%
ASRS
65
Arizona State Retirement System
Arizona
$752K +$2.69K +40 +0.4%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$711K -$30.1K -447 -4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$673K -$72.3K -1,073 -10%
IAA
68
Independent Advisor Alliance
North Carolina
$630K
OC
69
Oarsman Capital
Wisconsin
$628K -$38.9K -577 -6%
JFGIW
70
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K -$20.2K -300 -4%
William Blair & Company
71
William Blair & Company
Illinois
$588K
VRS
72
Virginia Retirement Systems
Virginia
$578K -$40.4K -600 -7%
WANY
73
Wealthspire Advisors (New York)
New York
$565K +$269 +4 +0.1%
Prudential Financial
74
Prudential Financial
New Jersey
$553K -$543K -8,060 -51%
ECM
75
ExodusPoint Capital Management
New York
$534K +$503K +7,474 New

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.