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MGE Energy Inc

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173177 (+4)

1.09% more ownership

Funds ownership: 48.35%49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$517K
RIM
77
Redpoint Investment Management
Australia
$509K
KeyBank National Association
78
KeyBank National Association
Ohio
$500K -$25.3K -375 -5%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$489K -$140K -2,079 -23%
FBFS
80
First Business Financial Services
Wisconsin
$487K
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$484K -$262K -3,884 -36%
II
82
Inspire Investing
Idaho
$434K -$20.6K -306 -5%
IIA
83
ICW Investment Advisors
Arizona
$429K +$36.8K +547 +10%
CRC
84
Curi RMB Capital
Illinois
$428K
Macquarie Group
85
Macquarie Group
Australia
$412K -$44.2K -656 -10%
Citadel Advisors
86
Citadel Advisors
Florida
$394K +$372K +5,525 New
TIM
87
Thompson Investment Management
Wisconsin
$372K -$71.7K -1,064 -17%
AAM
88
Advisors Asset Management
Colorado
$367K -$186K -2,759 -35%
TVWM
89
Tower View Wealth Management
Wisconsin
$361K +$12.7K +188 +4%
Ameriprise
90
Ameriprise
Minnesota
$346K -$15.6K -232 -5%
Principal Financial Group
91
Principal Financial Group
Iowa
$342K +$38.1K +565 +13%
VanEck Associates
92
VanEck Associates
New York
$338K +$26.8K +398 +9%
SC
93
Savant Capital
Illinois
$326K
PAM
94
Panagora Asset Management
Massachusetts
$322K
PP
95
Paloma Partners
Connecticut
$319K +$84.2K +1,250 +39%
ABC
96
Associated Banc-Corp
Wisconsin
$288K +$48.1K +714 +19%
IP
97
Isthmus Partners
Wisconsin
$286K
LC
98
Landaas & Company
Wisconsin
$285K +$20.2K +300 +8%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$285K +$49.8K +739 +23%
E
100
Ergoteles
New York
$283K +$267K +3,959 New

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.