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MGE Energy Inc
MGEE

199 hedge funds and large institutions have $1.24B invested in MGE Energy Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.9M)

1% more funds holding

Funds holding: 198 → 199 (+1)

0.18% less ownership

Funds ownership: 50.8% → 50.62% (-0.18%)

Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
67
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$15.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.55M
3
BlackRock
BlackRock
New York
+$6.8M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.82M
5
ZP
Zimmer Partners
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$8.95M
2
Goldman Sachs
Goldman Sachs
New York
-$5.36M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.25M
4
Victory Capital Management
Victory Capital Management
Texas
-$3.95M
5
UBS AM
UBS AM
Illinois
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$694K -$1.44K -21 -0.2%
Barclays
77
Barclays
United Kingdom
$688K +$566K +8,233 +533%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$653K +$18.6K +271 +3%
VanEck Associates
79
VanEck Associates
New York
$613K +$93.4K +1,359 +18%
IP
80
Ignite Planners
California
$605K +$34.4K +500 +6%
SG Americas Securities
81
SG Americas Securities
New York
$604K -$1.37M -19,891 -70%
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$595K +$581K +8,450 New
ECM
83
ExodusPoint Capital Management
New York
$564K -$788K -11,469 -59%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$556K +$151K +2,200 +39%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$538K -$1.11M -16,091 -68%
SAM
86
Shell Asset Management
Netherlands
$528K -$105K -1,535 -17%
IIA
87
ICW Investment Advisors
Arizona
$518K +$15.6K +227 +3%
Ameriprise
88
Ameriprise
Minnesota
$514K +$136K +1,983 +37%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$510K – – –
FBFS
90
First Business Financial Services
Wisconsin
$507K – – –
AAS
91
Avantax Advisory Services
Texas
$502K +$490K +7,133 New
EGM
92
Engineers Gate Manager
New York
$497K +$192K +2,794 +65%
American Century Companies
93
American Century Companies
Missouri
$479K +$467K +6,799 New
TIM
94
Thompson Investment Management
Wisconsin
$470K – – –
RJFSA
95
Raymond James Financial Services Advisors
Florida
$464K -$13.9K -203 -3%
Creative Planning
96
Creative Planning
Kansas
$454K +$224K +3,262 +102%
MWM
97
MBE Wealth Management
Wisconsin
$450K +$126K +1,834 +40%
OC
98
Oarsman Capital
Wisconsin
$449K – – –
CRC
99
Curi RMB Capital
Illinois
$422K – – –
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$410K +$35.1K +511 +10%
2 3
4
5 6

MGEE Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2022, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 19 closed out — a net gain of 3 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $8.95M.

  • 199 institutional investors held MGE Energy Inc (MGEE) as of Q4 2022, up from 198 in Q3 2022.
  • Funds reported $1.24B of MGE Energy Inc stock for Q4 2022, up 2.4% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2022 and 19 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q4 2022 was Millennium Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2022.