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MGE Energy Inc
MGEE

198 hedge funds and large institutions have $1.55B invested in MGE Energy Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$99M)

2.43% more ownership

Funds ownership: 51.65% → 54.08% (+2.4%)

4% less funds holding

Funds holding: 207 → 198 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
67
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$70.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.77M
3
N
Nuveen
North Carolina
+$5.69M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$3.26M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
3
Millennium Management
Millennium Management
New York
-$5.38M
4
Walleye Capital
Walleye Capital
New York
-$2.65M
5
HF
HRT Financial
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$1.42M – – –
AIG
52
American International Group
New York
$1.39M +$230 +3 +0%
Citigroup
53
Citigroup
New York
$1.35M +$1.22M +15,899 +1,367%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$1.31M -$1.53K -20 -0.1%
GA
55
Goldstein Advisors
Wisconsin
$1.28M -$27.8K -362 -2%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$1.25M – – –
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$11.7K +153 +1%
VRS
58
Virginia Retirement Systems
Virginia
$1.17M -$161K -2,100 -12%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$1.17M +$48.4K +631 +4%
GC
60
Guggenheim Capital
Illinois
$1.16M -$92K -1,198 -8%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.15M -$362K -4,718 -25%
Barclays
62
Barclays
United Kingdom
$1.1M -$345K -4,491 -24%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$1.08M -$205K -2,675 -16%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.08M -$30.5K -397 -3%
PCM
65
Poehling Capital Management
Wisconsin
$1.03M +$997K +12,982 New
KA
66
KLCM Advisors
Wisconsin
$1.03M – – –
Renaissance Technologies
67
Renaissance Technologies
New York
$973K -$184K -2,400 -16%
MAM
68
Madison Asset Management
Wisconsin
$878K +$611K +7,957 +254%
HAI
69
Hennessy Advisors Inc
California
$853K -$38.4K -500 -4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$839K -$346K -4,510 -30%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$836K +$82.1K +1,070 +11%
RIA
72
Regal Investment Advisors
Michigan
$827K +$4.15K +54 +0.5%
SO
73
STRS Ohio
Ohio
$822K +$61.4K +800 +8%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$818K +$794K +10,339 New
ASRS
75
Arizona State Retirement System
Arizona
$804K -$24.6K -320 -3%
1 2
3
4 5

MGEE Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MGEE and 16 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $70.1M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.55B of MGE Energy Inc stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q2 2023 was First Trust Advisors, an estimated $70.1M added.
  • The largest MGE Energy Inc seller in Q2 2023 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.