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MGE Energy Inc

198 hedge funds and large institutions have $1.21B invested in MGE Energy Inc in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

3% less funds holding

Funds holding: 204198 (-6)

15% less capital invested

Capital invested by funds: $1.43B → $1.21B (-$220M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
198
Holders Change
-6
Holders Change %
-2.94%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
76
Hennessy Advisors Inc
California
$789K -$86.2K -1,100 -8%
LPL Financial
77
LPL Financial
California
$760K +$35.7K +456 +4%
AQR Capital Management
78
AQR Capital Management
Connecticut
$727K -$72.2K -921 -8%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$715K +$173K +2,212 +25%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$703K +$840K +10,719 New
RIA
81
Regal Investment Advisors
Michigan
$675K +$806K +10,285 New
JF
82
Jump Financial
Illinois
$674K +$805K +10,263 New
SGI
83
Summit Global Investments
Utah
$669K +$15.7K +200 +2%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$648K +$627 +8 +0.1%
ASRS
85
Arizona State Retirement System
Arizona
$645K +$2.12K +27 +0.3%
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$627K +$698K +8,905 +1,298%
SAM
87
Shell Asset Management
Netherlands
$593K -$186K -2,367 -21%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$592K +$10.2K +130 +1%
SEI Investments
89
SEI Investments
Pennsylvania
$548K -$22.7K -290 -3%
IP
90
Ignite Planners
California
$544K
IAA
91
Independent Advisor Alliance
North Carolina
$510K
VF
92
Virtu Financial
New York
$508K +$607K +7,741 New
VanEck Associates
93
VanEck Associates
New York
$482K +$33.3K +425 +6%
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$475K
FBFS
95
First Business Financial Services
Wisconsin
$473K
GCP
96
GSA Capital Partners
United Kingdom
$469K +$560K +7,144 New
IIA
97
ICW Investment Advisors
Arizona
$468K +$7.6K +97 +1%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$446K -$13.9K -177 -3%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$442K -$181K -2,311 -26%
TIM
100
Thompson Investment Management
Wisconsin
$438K

MGEE Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2022, worth a combined $1.21B — down 15% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was Millennium Management, adding an estimated $8.26M. The largest seller was T. Rowe Price Associates, cutting an estimated $179M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $1.21B of MGE Energy Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q3 2022 was Millennium Management, an estimated $8.26M added.
  • The largest MGE Energy Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2022.