We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172 → 180 (+8)

0.13% more ownership

Funds ownership: 49.9% → 50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.5M
2
Northern Trust
Northern Trust
Illinois
+$4.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.86M
5
State Street
State Street
Massachusetts
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$9.33M
2
BlackRock
BlackRock
New York
-$5.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.28M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.12M +$1.1K +14 +0.1%
HAI
52
Hennessy Advisors Inc
California
$1.11M – – –
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$1.1M +$21.1K +270 +2%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$1.09M -$29K -370 -2%
SO
55
STRS Ohio
Ohio
$1.06M +$211K +2,700 +23%
HF
56
HRT Financial
New York
$1.02M +$750K +9,587 +224%
Renaissance Technologies
57
Renaissance Technologies
New York
$978K -$172K -2,200 -14%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$969K +$112K +1,430 +12%
SAM
59
Shell Asset Management
Netherlands
$957K -$43.8K -560 -4%
KA
60
KLCM Advisors
Wisconsin
$954K – – –
Millennium Management
61
Millennium Management
New York
$950K +$79K +1,009 +8%
MIM
62
MetLife Investment Management
New Jersey
$941K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$918K +$179K +2,291 +22%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$901K +$960K +12,259 New
SFI
65
Susquehanna Fundamental Investments
Pennsylvania
$777K +$180K +2,300 +28%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$762K – – –
PAM
67
Panagora Asset Management
Massachusetts
$750K – – –
ASRS
68
Arizona State Retirement System
Arizona
$724K +$1.64K +21 +0.2%
GVAG
69
Great Valley Advisor Group
Delaware
$716K -$44.9K -574 -6%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$694K -$92.4K -1,180 -11%
DTL
71
Dynamic Technology Lab
Singapore
$687K +$732K +9,350 New
LPL Financial
72
LPL Financial
California
$674K -$425K -5,429 -37%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$666K – – –
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$662K +$704K +9,000 New
ProShare Advisors
75
ProShare Advisors
Maryland
$639K -$503K -6,421 -42%
1 2
3
4 5

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.