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MGE Energy Inc

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173177 (+4)

1.09% more ownership

Funds ownership: 48.35%49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$274K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$265K -$36K -535 -13%
AB
103
Amalgamated Bank
New York
$253K -$19.8K -294 -8%
PAA
104
Peregrine Asset Advisers
Oregon
$248K
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$247K +$13.6K +202 +6%
ZIM
106
Zacks Investment Management
Illinois
$241K -$9.43K -140 -4%
Citigroup
107
Citigroup
New York
$233K -$311K -4,619 -59%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$231K +$218K +3,237 New
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$228K
CAN
110
Cetera Advisor Networks
California
$227K +$214K +3,184 New
Stifel Financial
111
Stifel Financial
Missouri
$226K +$213K +3,169 New
MWM
112
MBE Wealth Management
Wisconsin
$223K +$67 +1 +0%
NAS
113
Nicolet Advisory Services
Wisconsin
$222K +$209K +3,108 New
GWM
114
Geneos Wealth Management
Colorado
$221K
AIP
115
Ameritas Investment Partners
Nebraska
$219K
AF
116
Advisornet Financial
Minnesota
$218K
TRCT
117
Tower Research Capital (TRC)
New York
$216K +$99.2K +1,473 +95%
NP
118
NorthRock Partners
Minnesota
$211K +$539 +8 +0.3%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$209K
CCA
120
Column Capital Advisors
Indiana
$203K
Millennium Management
121
Millennium Management
New York
$200K +$189K +2,807 New
Canada Life
122
Canada Life
Manitoba, Canada
$174K -$971K -14,414 -85%
HPC
123
HM Payson & Co
Maine
$157K -$5.39K -80 -4%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$150K
NSIM
125
North Star Investment Management
Illinois
$145K

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.