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MGE Energy Inc

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172180 (+8)

0.13% more ownership

Funds ownership: 49.9%50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$639K -$43.9K -561 -6%
OC
77
Oarsman Capital
Wisconsin
$639K -$7.83K -100 -1%
William Blair & Company
78
William Blair & Company
Illinois
$598K
ZCM
79
Zebra Capital Management
Connecticut
$582K -$180K -2,298 -22%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$532K
IAA
81
Independent Advisor Alliance
North Carolina
$505K -$164K -2,092 -23%
FBFS
82
First Business Financial Services
Wisconsin
$501K
WANY
83
Wealthspire Advisors (New York)
New York
$500K -$86.6K -1,106 -14%
KeyBank National Association
84
KeyBank National Association
Ohio
$492K -$13.7K -175 -3%
AG
85
Algert Global
California
$488K +$520K +6,645 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$486K +$79.9K +1,021 +18%
Citigroup
87
Citigroup
New York
$470K +$265K +3,380 +112%
IIA
88
ICW Investment Advisors
Arizona
$458K +$7.28K +93 +2%
CRC
89
Curi RMB Capital
Illinois
$441K
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$428K +$88.6K +1,132 +24%
VanEck Associates
91
VanEck Associates
New York
$422K +$37.3K +476 +9%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$419K +$66.1K +845 +17%
VRS
93
Virginia Retirement Systems
Virginia
$412K -$149K -1,900 -25%
QC
94
Quadrature Capital
United Kingdom
$386K +$411K +5,249 New
Ameriprise
95
Ameriprise
Minnesota
$368K +$17.5K +223 +5%
TVWM
96
Tower View Wealth Management
Wisconsin
$357K +$939 +12 +0.2%
AB
97
Amalgamated Bank
New York
$350K -$27.5K -351 -7%
CSS
98
Cubist Systematic Strategies
Connecticut
$342K +$365K +4,657 New
OSIA
99
O'Shares Investment Advisers
Massachusetts
$340K +$141K +1,800 +64%
TIM
100
Thompson Investment Management
Wisconsin
$329K -$27K -345 -7%

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.