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MGE Energy Inc

182 hedge funds and large institutions have $1.25B invested in MGE Energy Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more funds holding

Funds holding: 163182 (+19)

0.22% more ownership

Funds ownership: 45.45%45.67% (+0.22%)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$10.9M)

30% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 63

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
44
Reduced
63
Closed
12
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$379K
SC
102
Savant Capital
Illinois
$360K -$14.1K -183 -4%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$351K -$847K -11,001 -71%
CEP
104
Chicago Equity Partners
Illinois
$346K -$241K -3,130 -42%
KWMG
105
King Wealth Management Group
Florida
$331K
Principal Financial Group
106
Principal Financial Group
Iowa
$318K +$73K +947 +31%
IP
107
Isthmus Partners
Wisconsin
$316K
OCM
108
One Capital Management
California
$315K
ABC
109
Associated Banc-Corp
Wisconsin
$309K -$12.6K -164 -4%
LC
110
Landaas & Company
Wisconsin
$304K
Baird Financial Group
111
Baird Financial Group
Wisconsin
$300K +$294K +3,811 New
AAMU
112
Amundi Asset Management US
Massachusetts
$292K
IIA
113
ICW Investment Advisors
Arizona
$272K +$266K +3,448 New
RJA
114
Raymond James & Associates
Florida
$271K -$331K -4,300 -56%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$263K +$14.4K +187 +6%
NP
116
NorthRock Partners
Minnesota
$261K +$255K +3,311 New
WAM
117
Weiss Asset Management
Massachusetts
$245K -$22.3K -289 -9%
MWM
118
MBE Wealth Management
Wisconsin
$245K +$240K +3,119 New
AIP
119
Ameritas Investment Partners
Nebraska
$242K +$7.78K +101 +3%
AF
120
Advisornet Financial
Minnesota
$241K
CCA
121
Column Capital Advisors
Indiana
$232K +$227K +2,950 New
AG
122
Advisor Group
Arizona
$229K -$25.4K -330 -10%
Canada Life
123
Canada Life
Manitoba, Canada
$221K +$218K +2,830 New
VF
124
Virtu Financial
New York
$218K +$213K +2,762 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$209K +$77 +1 +0%

MGEE Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2019, worth a combined $1.25B — down 0.87% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 12 closed out — a net gain of 19 holders — while 44 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $8.59M. The largest seller was Millennium Management, exiting entirely with an estimated $6.76M sold.

  • 182 institutional investors held MGE Energy Inc (MGEE) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.25B of MGE Energy Inc stock for Q4 2019, down 0.87% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q4 2019 and 12 closed out, a net change of +19 holders.
  • The largest MGE Energy Inc buyer in Q4 2019 was State Street, an estimated $8.59M added.
  • The largest MGE Energy Inc seller in Q4 2019 was Millennium Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2019.