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MGE Energy Inc
MGEE

267 hedge funds and large institutions have $2.02B invested in MGE Energy Inc in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$371M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

5% more funds holding

Funds holding: 255 → 267 (+12)

0.08% more ownership

Funds ownership: 61.17% → 61.25% (+0.08%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
94
Reduced
84
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$11M
2
Barclays
Barclays
United Kingdom
+$4.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
4
Morgan Stanley
Morgan Stanley
New York
+$3.64M
5
BlackRock
BlackRock
New York
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
Jane Street
Jane Street
New York
-$5.65M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.78M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$952K +$890K +10,408 New
AA
102
ALPS Advisors
Colorado
$916K +$90.2K +1,055 +12%
VanEck Associates
103
VanEck Associates
New York
$916K +$58.3K +682 +7%
SO
104
STRS Ohio
Ohio
$915K -$145K -1,700 -15%
SEI Investments
105
SEI Investments
Pennsylvania
$912K +$397K +4,646 +87%
SG Americas Securities
106
SG Americas Securities
New York
$906K +$500K +5,846 +144%
AAS
107
Avantax Advisory Services
Texas
$897K +$16.3K +191 +2%
HAI
108
Hennessy Advisors Inc
California
$858K -$42.8K -500 -5%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$838K -$48.1K -562 -6%
MWM
110
MBE Wealth Management
Wisconsin
$812K +$684 +8 +0.1%
IIA
111
ICW Investment Advisors
Arizona
$792K +$11.4K +133 +2%
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$786K – – –
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$782K -$18.6K -217 -2%
Creative Planning
114
Creative Planning
Kansas
$779K +$24.3K +284 +3%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$762K -$33.3K -389 -4%
AAM
116
Advisors Asset Management
Colorado
$735K +$295K +3,445 +75%
VA
117
Vident Advisory
Georgia
$724K +$260K +3,046 +62%
CFD
118
Creative Financial Designs
Indiana
$715K +$26.2K +307 +4%
CFM
119
Catalyst Funds Management
Australia
$713K +$17.1K +200 +3%
Allianz Asset Management
120
Allianz Asset Management
Germany
$713K +$667K +7,800 New
ProShare Advisors
121
ProShare Advisors
Maryland
$695K +$170K +1,988 +35%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$687K – – –
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$686K -$673K -7,876 -51%
AQR Capital Management
124
AQR Capital Management
Connecticut
$660K +$133K +1,554 +27%
HighTower Advisors
125
HighTower Advisors
Illinois
$648K -$11.2K -131 -2%
3 4
5
6 7

MGEE Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2024, worth a combined $2.02B — up 22% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 19 closed out — a net gain of 14 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 267 institutional investors held MGE Energy Inc (MGEE) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $2.02B of MGE Energy Inc stock for Q3 2024, up 22% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2024 and 19 closed out, a net change of +14 holders.
  • The largest MGE Energy Inc buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $11M added.
  • The largest MGE Energy Inc seller in Q3 2024 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q3 2024.