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MGE Energy Inc

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68%46.39% (+0.71%)

4% less funds holding

Funds holding: 183176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$342K -$4.77K -64 -1%
IIA
102
ICW Investment Advisors
Arizona
$328K +$117K +1,564 +45%
SC
103
Savant Capital
Illinois
$299K
ABC
104
Associated Banc-Corp
Wisconsin
$290K +$37.3K +500 +13%
RIM
105
Redpoint Investment Management
Australia
$284K +$324K +4,342 New
LC
106
Landaas & Company
Wisconsin
$278K
Two Sigma Investments
107
Two Sigma Investments
New York
$276K -$587K -7,874 -65%
Millennium Management
108
Millennium Management
New York
$276K +$314K +4,214 New
KWMG
109
King Wealth Management Group
Florida
$275K
GCP
110
GSA Capital Partners
United Kingdom
$264K +$301K +4,031 New
IP
111
Isthmus Partners
Wisconsin
$262K
OCM
112
One Capital Management
California
$262K
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$260K -$62.5K -838 -17%
Principal Financial Group
114
Principal Financial Group
Iowa
$232K -$36.8K -494 -12%
AAMU
115
Amundi Asset Management US
Massachusetts
$229K -$14.9K -200 -5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$226K +$9.18K +123 +4%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$209K -$96.2K -1,290 -29%
MWM
118
MBE Wealth Management
Wisconsin
$204K +$75 +1 +0%
CFA
119
CWS Financial Advisors
Michigan
$203K
NP
120
NorthRock Partners
Minnesota
$202K -$16.5K -221 -7%
AIP
121
Ameritas Investment Partners
Nebraska
$201K
AF
122
Advisornet Financial
Minnesota
$200K
CCA
123
Column Capital Advisors
Indiana
$193K
TVWM
124
Tower View Wealth Management
Wisconsin
$170K +$59.3K +795 +44%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$167K

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.