We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

167 hedge funds and large institutions have $1.07B invested in MGE Energy Inc in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 163 → 167 (+4)

0.57% more ownership

Funds ownership: 46.69% → 47.25% (+0.57%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$19M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
47
Closed
15
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$11.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$7.21M
4
ZP
Zimmer Partners
New York
+$4.57M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$8.78M
2
Wells Fargo
Wells Fargo
California
-$4.44M
3
State Street
State Street
Massachusetts
-$3.67M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.43M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$523K +$199K +3,078 +58%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$520K -$247K -3,819 -31%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$501K -$38.8K -599 -7%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$495K -$35.8K -553 -7%
RIM
80
Redpoint Investment Management
Australia
$479K +$60.7K +937 +14%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$457K – – –
KeyBank National Association
82
KeyBank National Association
Ohio
$454K +$1.62K +25 +0.3%
PAA
83
Peregrine Asset Advisers
Oregon
$435K – – –
FBFS
84
First Business Financial Services
Wisconsin
$427K +$62.5K +965 +16%
TIM
85
Thompson Investment Management
Wisconsin
$420K +$389 +6 +0.1%
QT
86
Quantbot Technologies
New York
$413K +$216K +3,332 +102%
Macquarie Group
87
Macquarie Group
Australia
$403K – – –
Two Sigma Investments
88
Two Sigma Investments
New York
$403K +$417K +6,432 New
CRC
89
Curi RMB Capital
Illinois
$376K – – –
ACM
90
Argent Capital Management
Missouri
$375K -$42.8K -660 -10%
SO
91
STRS Ohio
Ohio
$369K -$609K -9,400 -61%
IIA
92
ICW Investment Advisors
Arizona
$361K +$19.2K +297 +5%
CSS
93
Cubist Systematic Strategies
Connecticut
$338K +$20.1K +310 +6%
Ameriprise
94
Ameriprise
Minnesota
$320K -$320K -4,933 -49%
II
95
Inspire Investing
Idaho
$291K +$301K +4,644 New
TVWM
96
Tower View Wealth Management
Wisconsin
$287K +$11.9K +184 +4%
SC
97
Savant Capital
Illinois
$286K – – –
HF
98
HRT Financial
New York
$270K +$280K +4,321 New
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$266K – – –
KWMG
100
King Wealth Management Group
Florida
$263K – – –
2 3
4
5 6

MGEE Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2020, worth a combined $1.07B — down 1.7% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Vanguard Group, cutting an estimated $8.78M.

  • 167 institutional investors held MGE Energy Inc (MGEE) as of Q3 2020, up from 163 in Q2 2020.
  • Funds reported $1.07B of MGE Energy Inc stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q3 2020 and 15 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q3 2020 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest MGE Energy Inc seller in Q3 2020 was Vanguard Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2020.