We are live on ! Find out more
MGEE icon

MGE Energy Inc

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68%46.39% (+0.71%)

4% less funds holding

Funds holding: 183176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$687K +$6.19K +83 +0.8%
OC
77
Oarsman Capital
Wisconsin
$640K -$125K -1,673 -15%
SG Americas Securities
78
SG Americas Securities
New York
$630K +$221K +2,969 +45%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$627K -$418K -5,607 -37%
GVAG
80
Great Valley Advisor Group
Delaware
$611K +$37.1K +498 +6%
SWM
81
SVA Wealth Management
Wisconsin
$590K -$30.1K -403 -4%
AAM
82
Advisors Asset Management
Colorado
$552K +$123K +1,650 +24%
ASRS
83
Arizona State Retirement System
Arizona
$533K +$607K +8,139 New
KeyBank National Association
84
KeyBank National Association
Ohio
$509K -$3.73K -50 -0.6%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$501K +$47.7K +640 +9%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$477K
AIM
87
Aigen Investment Management
New York
$466K +$461K +6,186 +666%
PAA
88
Peregrine Asset Advisers
Oregon
$455K
PAM
89
Panagora Asset Management
Massachusetts
$452K +$37.6K +504 +8%
NSIM
90
North Star Investment Management
Illinois
$448K -$905K -12,137 -64%
RCA
91
Resonant Capital Advisors
Wisconsin
$444K
TIM
92
Thompson Investment Management
Wisconsin
$438K +$448 +6 +0.1%
ProShare Advisors
93
ProShare Advisors
Maryland
$424K -$109K -1,464 -18%
CRC
94
Curi RMB Capital
Illinois
$393K
FBFS
95
First Business Financial Services
Wisconsin
$387K +$441K +5,916 New
Jane Street
96
Jane Street
New York
$382K -$1.22M -16,388 -74%
Ameriprise
97
Ameriprise
Minnesota
$381K -$1.14M -15,255 -73%
Macquarie Group
98
Macquarie Group
Australia
$374K +$38.3K +514 +10%
AB
99
Amalgamated Bank
New York
$373K -$14.1K -189 -3%
William Blair & Company
100
William Blair & Company
Illinois
$345K

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.