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MGE Energy Inc

183 hedge funds and large institutions have $1.49B invested in MGE Energy Inc in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$165M)

2% more funds holding

Funds holding: 180183 (+3)

0.35% more ownership

Funds ownership: 50.02%50.37% (+0.35%)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
66
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$714K
William Blair & Company
77
William Blair & Company
Illinois
$682K +$11.5K +150 +2%
IP
78
Ignite Planners
California
$617K +$617K +8,038 New
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$604K +$284K +3,692 +101%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$595K
FBFS
81
First Business Financial Services
Wisconsin
$592K +$29.3K +382 +6%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$579K +$32.3K +421 +6%
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$575K +$89K +1,159 +20%
IIA
84
ICW Investment Advisors
Arizona
$566K +$49.1K +640 +10%
DTL
85
Dynamic Technology Lab
Singapore
$557K -$198K -2,573 -28%
KeyBank National Association
86
KeyBank National Association
Ohio
$551K
IAA
87
Independent Advisor Alliance
North Carolina
$534K -$28.6K -373 -5%
VanEck Associates
88
VanEck Associates
New York
$532K +$55.7K +726 +13%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$530K +$495K +6,446 New
OC
90
Oarsman Capital
Wisconsin
$511K -$190K -2,477 -29%
CRC
91
Curi RMB Capital
Illinois
$493K
ZCM
92
Zebra Capital Management
Connecticut
$476K -$164K -2,134 -27%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$469K +$154 +2 +0%
SC
94
Savant Capital
Illinois
$459K +$112K +1,453 +35%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$437K +$122K +1,590 +43%
AG
96
Algert Global
California
$427K -$111K -1,450 -22%
Lazard Asset Management
97
Lazard Asset Management
New York
$416K +$389K +5,068 New
TVWM
98
Tower View Wealth Management
Wisconsin
$401K +$1.07K +14 +0.3%
OSIA
99
O'Shares Investment Advisers
Massachusetts
$389K +$8.29K +108 +2%
AB
100
Amalgamated Bank
New York
$388K -$3.23K -42 -0.9%

MGEE Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2021, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGEE positions and 14 closed out — a net gain of 6 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Zimmer Partners, cutting an estimated $14.4M.

  • 183 institutional investors held MGE Energy Inc (MGEE) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.49B of MGE Energy Inc stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new MGE Energy Inc positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q4 2021 was BlackRock, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q4 2021 was Zimmer Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.