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MGE Energy Inc
MGEE

229 hedge funds and large institutions have $1.39B invested in MGE Energy Inc in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

14% more funds holding

Funds holding: 201 → 229 (+28)

5% more capital invested

Capital invested by funds: $1.32B → $1.39B (+$71.7M)

0.05% less ownership

Funds ownership: 53.19% → 53.14% (-0.05%)

Holders
229
Holders Change
+28
Holders Change %
+13.93%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
80
Reduced
66
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.3M
2
BlackRock
BlackRock
New York
+$10M
3
Millennium Management
Millennium Management
New York
+$8.22M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$6.28M
5
STCG
Speece Thorson Capital Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35M
3
N
Nuveen
North Carolina
-$4.66M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.62M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$1.76M +$792K +10,939 +82%
CAN
52
Cetera Advisor Networks
California
$1.73M -$20.2K -279 -1%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$1.68M -$320K -4,422 -16%
AG
54
Algert Global
California
$1.67M – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.65M +$591K +8,162 +56%
LPL Financial
56
LPL Financial
California
$1.58M -$37.3K -516 -2%
QC
57
Quadrature Capital
United Kingdom
$1.55M +$855K +11,809 +122%
JF
58
Jump Financial
Illinois
$1.53M +$1.53M +21,149 New
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$1.49M +$825K +11,402 +123%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.46M +$472K +6,526 +48%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$1.45M +$86.9K +1,200 +6%
Wells Fargo
62
Wells Fargo
California
$1.39M +$434K +6,001 +46%
MIM
63
MetLife Investment Management
New Jersey
$1.38M – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33M -$27.5K -380 -2%
AIG
65
American International Group
New York
$1.31M -$5.28K -73 -0.4%
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$1.31M +$1.31M +18,115 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.27M -$124K -1,716 -9%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$1.22M +$73.2K +1,011 +6%
Deutsche Bank
69
Deutsche Bank
Germany
$1.21M -$61.5K -850 -5%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$1.2M -$2.03K -28 -0.2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$1.08M +$3.4K +47 +0.3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.04M -$106K -1,464 -9%
SO
73
STRS Ohio
Ohio
$1.01M -$36.2K -500 -3%
American Century Companies
74
American Century Companies
Missouri
$1.01M +$660K +9,116 +187%
GA
75
Goldstein Advisors
Wisconsin
$986K -$180K -2,493 -15%
1 2
3
4 5

MGEE Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2023, worth a combined $1.39B — up 5.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGEE positions and 10 closed out — a net gain of 31 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was First Trust Advisors, cutting an estimated $66.5M.

  • 229 institutional investors held MGE Energy Inc (MGEE) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.39B of MGE Energy Inc stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 41 funds opened new MGE Energy Inc positions in Q4 2023 and 10 closed out, a net change of +31 holders.
  • The largest MGE Energy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $19.3M added.
  • The largest MGE Energy Inc seller in Q4 2023 was First Trust Advisors, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2023.