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MGE Energy Inc

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172180 (+8)

0.13% more ownership

Funds ownership: 49.9%50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$304K +$323K +4,132 New
SC
102
Savant Capital
Illinois
$303K -$35.2K -450 -10%
PP
103
Paloma Partners
Connecticut
$303K +$322K +4,118 New
MWM
104
MBE Wealth Management
Wisconsin
$302K +$76.9K +983 +31%
E
105
Ergoteles
New York
$294K -$172K -2,200 -35%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$282K
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$273K
IP
108
Isthmus Partners
Wisconsin
$272K -$23.5K -300 -7%
LC
109
Landaas & Company
Wisconsin
$271K
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$268K +$286K +3,651 New
MWNA
111
Marshall Wace North America
New York
$267K +$284K +3,631 New
ABC
112
Associated Banc-Corp
Wisconsin
$259K
CAN
113
Cetera Advisor Networks
California
$252K
ZIM
114
Zacks Investment Management
Illinois
$249K
Jane Street
115
Jane Street
New York
$240K -$133K -1,694 -34%
Prudential Financial
116
Prudential Financial
New Jersey
$233K -$99.6K -1,273 -29%
Creative Planning
117
Creative Planning
Kansas
$231K
II
118
Inspire Investing
Idaho
$228K -$248K -3,168 -51%
NAS
119
Nicolet Advisory Services
Wisconsin
$228K
Baird Financial Group
120
Baird Financial Group
Wisconsin
$227K +$242K +3,089 New
Principal Financial Group
121
Principal Financial Group
Iowa
$226K -$88.4K -1,129 -27%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$215K
AIP
123
Ameritas Investment Partners
Nebraska
$210K
CCA
124
Column Capital Advisors
Indiana
$209K
NSAM
125
North Star Asset Management
Wisconsin
$205K

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.