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MGE Energy Inc

199 hedge funds and large institutions have $1.24B invested in MGE Energy Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.9M)

1% more funds holding

Funds holding: 198199 (+1)

0.18% less ownership

Funds ownership: 50.8%50.62% (-0.18%)

Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$409K +$1.37K +20 +0.3%
SC
102
Savant Capital
Illinois
$389K
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K
Wells Fargo
104
Wells Fargo
California
$381K +$83.2K +1,211 +29%
AB
105
Amalgamated Bank
New York
$369K +$2.54K +37 +0.7%
TVWM
106
Tower View Wealth Management
Wisconsin
$343K -$9.62K -140 -3%
CFD
107
Creative Financial Designs
Indiana
$342K +$69.5K +1,012 +26%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$333K -$45.8K -666 -12%
William Blair & Company
109
William Blair & Company
Illinois
$332K
ProShare Advisors
110
ProShare Advisors
Maryland
$330K +$46K +670 +17%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$327K +$70.4K +1,025 +28%
WANY
112
Wealthspire Advisors (New York)
New York
$323K -$5.22K -76 -2%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$317K -$153K -2,233 -33%
ZCM
114
Zebra Capital Management
Connecticut
$310K -$47.3K -688 -14%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$306K -$437K -6,367 -59%
KeyBank National Association
116
KeyBank National Association
Ohio
$296K
FP
117
Foundry Partners
Minnesota
$292K +$285K +4,150 New
YIH
118
Y-Intercept (HK)
Hong Kong
$256K -$193K -2,815 -44%
JF
119
Jump Financial
Illinois
$256K -$455K -6,624 -65%
Franklin Resources
120
Franklin Resources
California
$244K +$238K +3,468 New
LC
121
Landaas & Company
Wisconsin
$244K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$243K -$46.5K -677 -16%
ECM
123
Evergreen Capital Management
Washington
$237K +$231K +3,365 New
ABC
124
Associated Banc-Corp
Wisconsin
$237K
II
125
Inspire Investing
Idaho
$236K +$14.9K +217 +7%

MGEE Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2022, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 19 closed out — a net gain of 3 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $8.95M.

  • 199 institutional investors held MGE Energy Inc (MGEE) as of Q4 2022, up from 198 in Q3 2022.
  • Funds reported $1.24B of MGE Energy Inc stock for Q4 2022, up 2.4% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2022 and 19 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q4 2022 was Millennium Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2022.