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MGE Energy Inc

227 hedge funds and large institutions have $1.82B invested in MGE Energy Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $1.39B → $1.82B (+$432M)

10.83% more ownership

Funds ownership: 53.14%63.97% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% less funds holding

Funds holding: 229227 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
78
Reduced
72
Closed
43
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$1.18M +$1.04M +14,879 +11,187%
EP
77
Edgestream Partners
New Jersey
$1.18M +$1.05M +14,967 New
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$1.17M +$312K +4,450 +42%
GA
79
Goldstein Advisors
Wisconsin
$1.07M -$4.55K -65 -0.5%
KA
80
KLCM Advisors
Wisconsin
$1.02M
Russell Investments Group
81
Russell Investments Group
United Kingdom
$1.02M -$688K -9,816 -43%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$1.01M -$29.7K -424 -3%
Osaic Holdings
83
Osaic Holdings
Arizona
$990K -$69.2K -988 -7%
Jane Street
84
Jane Street
New York
$988K -$4.18M -59,706 -83%
SO
85
STRS Ohio
Ohio
$976K -$112K -1,600 -11%
MSRPS
86
Maryland State Retirement & Pension System
Maryland
$974K +$913K +13,031 New
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$934K +$832K +11,868 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$932K -$215K -3,063 -21%
AB
89
Amalgamated Bank
New York
$902K +$508K +7,249 +172%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$882K -$7.85K -112 -1%
MFG
91
Merit Financial Group
Georgia
$869K +$762K +10,869 New
Renaissance Technologies
92
Renaissance Technologies
New York
$842K -$956K -13,639 -56%
RIA
93
Regal Investment Advisors
Michigan
$838K +$4.13K +59 +0.6%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$837K -$23.8K -339 -3%
HAI
95
Hennessy Advisors Inc
California
$825K
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$819K +$729K +10,400 New
ASRS
97
Arizona State Retirement System
Arizona
$782K -$12K -171 -2%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$775K +$70.7K +1,009 +11%
AAS
99
Avantax Advisory Services
Texas
$746K -$104K -1,482 -14%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$739K -$757K -10,803 -54%

MGEE Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2024, worth a combined $1.82B — up 31% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGEE and 42 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $76.5M.

  • 227 institutional investors held MGE Energy Inc (MGEE) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $1.82B of MGE Energy Inc stock for Q1 2024, up 31% quarter-over-quarter.
  • 42 funds opened new MGE Energy Inc positions in Q1 2024 and 43 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2024 was BlackRock, an estimated $205M added.
  • The largest MGE Energy Inc seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2024.