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MGE Energy Inc
MGEE

207 hedge funds and large institutions have $1.45B invested in MGE Energy Inc in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.24B → $1.45B (+$213M)

4% more funds holding

Funds holding: 199 → 207 (+8)

1.03% more ownership

Funds ownership: 50.62% → 51.65% (+1%)

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
84
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.27M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.71M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.33M
4
UBS AM
UBS AM
Illinois
+$4.32M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.24M
2
ZP
Zimmer Partners
New York
-$3.94M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.44M
4
State Street
State Street
Massachusetts
-$1.88M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$738K -$243K -3,350 -26%
SEI Investments
77
SEI Investments
Pennsylvania
$725K +$676K +9,333 New
AAS
78
Avantax Advisory Services
Texas
$722K +$157K +2,166 +30%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$721K – – –
AQR Capital Management
80
AQR Capital Management
Connecticut
$690K -$186K -2,564 -22%
IP
81
Ignite Planners
California
$677K – – –
VanEck Associates
82
VanEck Associates
New York
$667K -$8.69K -120 -1%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$656K +$458K +6,320 +297%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$633K -$21.7K -300 -4%
American Century Companies
85
American Century Companies
Missouri
$626K +$92.9K +1,283 +19%
IIA
86
ICW Investment Advisors
Arizona
$602K +$28.7K +396 +5%
SAM
87
Shell Asset Management
Netherlands
$581K -$1.88K -26 -0.3%
IAA
88
Independent Advisor Alliance
North Carolina
$576K -$204K -2,815 -28%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$562K – – –
FBFS
90
First Business Financial Services
Wisconsin
$559K – – –
Ameriprise
91
Ameriprise
Minnesota
$536K -$29.9K -413 -6%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$530K +$494K +6,818 New
Creative Planning
93
Creative Planning
Kansas
$518K +$16K +221 +3%
TIM
94
Thompson Investment Management
Wisconsin
$518K – – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$503K +$47.9K +662 +11%
MWM
96
MBE Wealth Management
Wisconsin
$497K +$652 +9 +0.1%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$489K -$21.7K -300 -5%
CFD
98
Creative Financial Designs
Indiana
$485K +$99.7K +1,376 +28%
OC
99
Oarsman Capital
Wisconsin
$481K -$13.8K -190 -3%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$481K +$111K +1,537 +33%
2 3
4
5 6

MGEE Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2023, worth a combined $1.45B — up 17% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGEE positions and 17 closed out — a net gain of 9 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.27M. The largest seller was Goldman Sachs, cutting an estimated $4.24M.

  • 207 institutional investors held MGE Energy Inc (MGEE) as of Q1 2023, up from 199 in Q4 2022.
  • Funds reported $1.45B of MGE Energy Inc stock for Q1 2023, up 17% quarter-over-quarter.
  • 26 funds opened new MGE Energy Inc positions in Q1 2023 and 17 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q1 2023 was Susquehanna International Group, an estimated $8.27M added.
  • The largest MGE Energy Inc seller in Q1 2023 was Goldman Sachs, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2023.