We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

182 hedge funds and large institutions have $1.25B invested in MGE Energy Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more funds holding

Funds holding: 163 → 182 (+19)

0.22% more ownership

Funds ownership: 45.45% → 45.67% (+0.22%)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$10.9M)

30% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 63

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
44
Reduced
63
Closed
12
Calls
$867K
Puts
–
Net Calls
+$867K
Net Calls Change
-$52K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$8.59M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.46M
3
Legal & General Group
Legal & General Group
United Kingdom
+$3.3M
4
Morgan Stanley
Morgan Stanley
New York
+$3.12M
5
Goldman Sachs
Goldman Sachs
New York
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.76M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.79M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.71M
4
SG Americas Securities
SG Americas Securities
New York
-$2.62M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
126
CWS Financial Advisors
Michigan
$203K +$199K +2,581 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$201K – – –
HPC
128
HM Payson & Co
Maine
$186K – – –
VanEck Associates
129
VanEck Associates
New York
$176K +$172K +2,231 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$174K -$308 -4 -0.2%
GWM
131
Geneos Wealth Management
Colorado
$159K – – –
IFA
132
Interactive Financial Advisors
Illinois
$143K – – –
TVWM
133
Tower View Wealth Management
Wisconsin
$142K +$13.3K +172 +11%
MAM
134
Meeder Asset Management
Ohio
$134K – – –
1IA
135
1834 Investment Advisors
Wisconsin
$126K – – –
QI
136
QS Investors
New York
$117K – – –
Fidelity Investments
137
Fidelity Investments
Massachusetts
$108K +$20.7K +269 +24%
NFG
138
Next Financial Group
Texas
$100K – – –
SC
139
Steph & Co
Wisconsin
$100K +$98K +1,272 New
IA
140
IFP Advisors
Florida
$95K – – –
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K -$2.54K -33 -3%
IWP
142
IAG Wealth Partners
Wisconsin
$83K +$80.3K +1,043 New
LIA
143
LS Investment Advisors
Michigan
$76K -$14.9K -194 -17%
AIM
144
Aigen Investment Management
New York
$73K +$71.6K +929 New
QCG
145
Quadrant Capital Group
Ohio
$68K – – –
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$61K – – –
EI
147
Ellevest Inc
New York
$59K – – –
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
$54K – – –
HNB
149
Huntington National Bank
Ohio
$53K – – –
FCB
150
First Command Bank
Texas
$48K -$5.01K -65 -10%
4 5
6
7 8

MGEE Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2019, worth a combined $1.25B — down 0.87% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 12 closed out — a net gain of 19 holders — while 44 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $8.59M. The largest seller was Millennium Management, exiting entirely with an estimated $6.76M sold.

  • 182 institutional investors held MGE Energy Inc (MGEE) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.25B of MGE Energy Inc stock for Q4 2019, down 0.87% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q4 2019 and 12 closed out, a net change of +19 holders.
  • The largest MGE Energy Inc buyer in Q4 2019 was State Street, an estimated $8.59M added.
  • The largest MGE Energy Inc seller in Q4 2019 was Millennium Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2019.