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MGE Energy Inc

173 hedge funds and large institutions have $1.22B invested in MGE Energy Inc in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$153M)

4% more funds holding

Funds holding: 167173 (+6)

1.1% more ownership

Funds ownership: 47.25%48.35% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $301K

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
51
Reduced
48
Closed
15
Calls
$14K
Puts
$301K
Net Calls
-$287K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Isthmus Partners
Wisconsin
$280K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$269K -$8.97K -130 -3%
AB
103
Amalgamated Bank
New York
$269K +$966 +14 +0.4%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$262K +$261K +3,782 New
ABC
105
Associated Banc-Corp
Wisconsin
$258K
LC
106
Landaas & Company
Wisconsin
$258K
ZIM
107
Zacks Investment Management
Illinois
$247K +$243K +3,522 New
PAA
108
Peregrine Asset Advisers
Oregon
$243K -$240K -3,474 -50%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$228K -$15K -218 -6%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$228K +$224K +3,249 New
PP
111
Paloma Partners
Connecticut
$226K +$222K +3,220 New
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$224K
AQR Capital Management
113
AQR Capital Management
Connecticut
$219K -$409K -5,928 -65%
MWM
114
MBE Wealth Management
Wisconsin
$218K +$69 +1 +0%
AIP
115
Ameritas Investment Partners
Nebraska
$215K
AF
116
Advisornet Financial
Minnesota
$214K
NP
117
NorthRock Partners
Minnesota
$206K +$203K +2,947 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$205K -$3.04K -44 -1%
LP
119
LMR Partners
United Kingdom
$201K -$84.8K -1,230 -30%
CCA
120
Column Capital Advisors
Indiana
$200K -$6.9K -100 -3%
HPC
121
HM Payson & Co
Maine
$159K -$5.86K -85 -4%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$147K
GWM
123
Geneos Wealth Management
Colorado
$144K +$64.9K +941 +47%
NSIM
124
North Star Investment Management
Illinois
$143K
PI
125
PEAK6 Investments
Illinois
$130K +$128K +1,858 New

MGEE Hedge Fund Activity: Q4 2020 in Review

173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2020, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 15 closed out — a net gain of 7 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Zimmer Partners, cutting an estimated $18.2M.

  • 173 institutional investors held MGE Energy Inc (MGEE) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.22B of MGE Energy Inc stock for Q4 2020, up 14% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2020 and 15 closed out, a net change of +7 holders.
  • The largest MGE Energy Inc buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest MGE Energy Inc seller in Q4 2020 was Zimmer Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2020.