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MGE Energy Inc
MGEE

183 hedge funds and large institutions have $1.49B invested in MGE Energy Inc in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$165M)

2% more funds holding

Funds holding: 180 → 183 (+3)

0.35% more ownership

Funds ownership: 50.02% → 50.37% (+0.35%)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
66
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.21M
3
SG Americas Securities
SG Americas Securities
New York
+$3.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$14.4M
2
HI
Harbour Investments
Wisconsin
-$4.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.73M
4
ECM
ExodusPoint Capital Management
New York
-$2.18M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$384K -$26.6K -346 -7%
WANY
102
Wealthspire Advisors (New York)
New York
$383K -$164K -2,139 -31%
ECM
103
ExodusPoint Capital Management
New York
$379K -$2.18M -28,432 -86%
TIM
104
Thompson Investment Management
Wisconsin
$368K – – –
MWM
105
MBE Wealth Management
Wisconsin
$338K +$461 +6 +0.1%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$316K – – –
HF
107
HRT Financial
New York
$296K -$787K -10,255 -74%
ABC
108
Associated Banc-Corp
Wisconsin
$290K – – –
CAN
109
Cetera Advisor Networks
California
$282K – – –
ZIM
110
Zacks Investment Management
Illinois
$278K – – –
NAS
111
Nicolet Advisory Services
Wisconsin
$266K +$9.29K +121 +4%
Principal Financial Group
112
Principal Financial Group
Iowa
$261K +$7.68K +100 +3%
LC
113
Landaas & Company
Wisconsin
$260K -$39.9K -520 -14%
Creative Planning
114
Creative Planning
Kansas
$259K – – –
Baird Financial Group
115
Baird Financial Group
Wisconsin
$254K – – –
II
116
Inspire Investing
Idaho
$251K -$3.76K -49 -2%
Franklin Resources
117
Franklin Resources
California
$250K +$234K +3,042 New
Prudential Financial
118
Prudential Financial
New Jersey
$241K -$18.4K -240 -8%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$240K – – –
AIP
120
Ameritas Investment Partners
Nebraska
$235K – – –
CCA
121
Column Capital Advisors
Indiana
$234K – – –
AWM
122
AE Wealth Management
Kansas
$232K +$216K +2,818 New
NSAM
123
North Star Asset Management
Wisconsin
$229K – – –
AF
124
Advisornet Financial
Minnesota
$223K – – –
MAM
125
Madison Asset Management
Wisconsin
$221K +$207K +2,690 New
3 4
5
6 7

MGEE Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2021, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGEE positions and 14 closed out — a net gain of 6 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Zimmer Partners, cutting an estimated $14.4M.

  • 183 institutional investors held MGE Energy Inc (MGEE) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.49B of MGE Energy Inc stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new MGE Energy Inc positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q4 2021 was BlackRock, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q4 2021 was Zimmer Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.