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MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
76
NorthRock Partners
Minnesota
$723K +$596K +7,860 +291%
RIA
77
Regal Investment Advisors
Michigan
$721K +$4.7K +62 +0.6%
ASRS
78
Arizona State Retirement System
Arizona
$705K +$10.5K +138 +1%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$705K +$62.3K +822 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$685K
QC
81
Quadrature Capital
United Kingdom
$662K +$466K +6,140 +174%
BBL
82
Beck Bode LLC
Massachusetts
$650K +$719K +9,483 New
EFH
83
Eaton Financial Holdings
Florida
$650K +$719K +9,483 New
Creative Planning
84
Creative Planning
Kansas
$643K +$56.8K +749 +9%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$635K -$81.1K -1,069 -10%
IP
86
Ignite Planners
California
$606K +$2.43K +32 +0.4%
IIA
87
ICW Investment Advisors
Arizona
$581K +$27.3K +360 +4%
VanEck Associates
88
VanEck Associates
New York
$580K -$26.7K -352 -4%
Citigroup
89
Citigroup
New York
$579K -$653K -8,612 -50%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$558K
AAS
91
Avantax Advisory Services
Texas
$558K -$95.7K -1,262 -13%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$542K
Baird Financial Group
93
Baird Financial Group
Wisconsin
$519K +$45.6K +601 +9%
IAA
94
Independent Advisor Alliance
North Carolina
$516K +$9.33K +123 +2%
SEI Investments
95
SEI Investments
Pennsylvania
$501K -$93.7K -1,235 -14%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$500K +$61.6K +812 +13%
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$496K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$487K -$40.9K -539 -8%
Ameriprise
99
Ameriprise
Minnesota
$482K -$4.93K -65 -0.9%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$481K +$56.3K +742 +12%

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.