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MGE Energy Inc

227 hedge funds and large institutions have $1.82B invested in MGE Energy Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $1.39B → $1.82B (+$432M)

10.83% more ownership

Funds ownership: 53.14%63.97% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% less funds holding

Funds holding: 229227 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
78
Reduced
72
Closed
43
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
101
Quadrature Capital
United Kingdom
$719K -$866K -12,356 -58%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$710K +$208K +2,962 +49%
MWM
103
MBE Wealth Management
Wisconsin
$697K +$144K +2,054 +30%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$680K -$843K -12,031 -58%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$679K -$27.3K -389 -4%
VanEck Associates
106
VanEck Associates
New York
$676K +$27K +385 +5%
IIA
107
ICW Investment Advisors
Arizona
$674K +$2.1K +30 +0.4%
GVAG
108
Great Valley Advisor Group
Delaware
$674K +$169K +2,411 +39%
AA
109
ALPS Advisors
Colorado
$603K +$79.5K +1,134 +17%
ProShare Advisors
110
ProShare Advisors
Maryland
$579K +$91.6K +1,307 +22%
FBFS
111
First Business Financial Services
Wisconsin
$578K +$77.1K +1,100 +18%
Creative Planning
112
Creative Planning
Kansas
$574K +$210 +3 +0%
CFD
113
Creative Financial Designs
Indiana
$569K +$27K +385 +6%
Cerity Partners
114
Cerity Partners
New York
$565K +$503K +7,175 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$562K -$90.4K -1,290 -15%
TIM
116
Thompson Investment Management
Wisconsin
$535K
IAA
117
Independent Advisor Alliance
North Carolina
$528K
RAM
118
Resona Asset Management
Japan
$528K +$470K +6,713 New
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$519K -$45.3K -646 -9%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$502K -$39K -556 -8%
MOACM
121
Mutual of America Capital Management
New York
$490K +$436K +6,229 New
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$490K +$436K +6,227 New
AG
123
Algert Global
California
$467K -$1.2M -17,130 -74%
NP
124
NorthRock Partners
Minnesota
$455K -$363K -5,182 -47%
AQR Capital Management
125
AQR Capital Management
Connecticut
$455K +$134K +1,906 +49%

MGEE Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2024, worth a combined $1.82B — up 31% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGEE and 42 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $76.5M.

  • 227 institutional investors held MGE Energy Inc (MGEE) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $1.82B of MGE Energy Inc stock for Q1 2024, up 31% quarter-over-quarter.
  • 42 funds opened new MGE Energy Inc positions in Q1 2024 and 43 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2024 was BlackRock, an estimated $205M added.
  • The largest MGE Energy Inc seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2024.