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MGE Energy Inc

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44%49.9% (+0.46%)

3% less funds holding

Funds holding: 177172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
67
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$288K +$226K +3,027 +363%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$286K
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$277K
LC
104
Landaas & Company
Wisconsin
$274K -$22.4K -300 -8%
ABC
105
Associated Banc-Corp
Wisconsin
$263K -$64.4K -864 -20%
CAN
106
Cetera Advisor Networks
California
$256K +$18.7K +251 +8%
ZIM
107
Zacks Investment Management
Illinois
$252K
Macquarie Group
108
Macquarie Group
Australia
$240K -$190K -2,548 -44%
Creative Planning
109
Creative Planning
Kansas
$234K +$235K +3,149 New
MWM
110
MBE Wealth Management
Wisconsin
$233K +$75 +1 +0%
NAS
111
Nicolet Advisory Services
Wisconsin
$231K
AF
112
Advisornet Financial
Minnesota
$227K
Citigroup
113
Citigroup
New York
$224K -$18.4K -247 -8%
AAM
114
Advisors Asset Management
Colorado
$217K -$166K -2,226 -43%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$217K +$373 +5 +0.2%
AIP
116
Ameritas Investment Partners
Nebraska
$213K -$15.7K -210 -7%
CCA
117
Column Capital Advisors
Indiana
$212K
OSIA
118
O'Shares Investment Advisers
Massachusetts
$210K +$211K +2,826 New
NSAM
119
North Star Asset Management
Wisconsin
$208K +$208K +2,789 New
HighTower Advisors
120
HighTower Advisors
Illinois
$203K +$202K +2,716 New
Canada Life
121
Canada Life
Manitoba, Canada
$157K -$26K -349 -14%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$157K
NSIM
123
North Star Investment Management
Illinois
$151K
GWM
124
Geneos Wealth Management
Colorado
$150K -$70.1K -941 -32%
IFA
125
Interactive Financial Advisors
Illinois
$135K

MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.