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MGE Energy Inc
MGEE

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68% → 46.39% (+0.71%)

4% less funds holding

Funds holding: 183 → 176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$657K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$55.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.82M
5
HF
HRT Financial
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$47M
2
Invesco
Invesco
Georgia
-$3.14M
3
Morgan Stanley
Morgan Stanley
New York
-$2.86M
4
BlackRock
BlackRock
New York
-$2.47M
5
Prudential Financial
Prudential Financial
New Jersey
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$162K -$13K -174 -7%
HPC
127
HM Payson & Co
Maine
$155K – – –
VanEck Associates
128
VanEck Associates
New York
$141K -$5.22K -70 -3%
GWM
129
Geneos Wealth Management
Colorado
$125K – – –
IFA
130
Interactive Financial Advisors
Illinois
$119K – – –
NIPH
131
NN Investment Partners Holdings
Netherlands
$118K +$134K +1,800 New
QI
132
QS Investors
New York
$99K – – –
RWML
133
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$98.2K – – –
SC
134
Steph & Co
Wisconsin
$83K – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$79K -$12.2K -164 -12%
IA
136
IFP Advisors
Florida
$77K – – –
1IA
137
1834 Investment Advisors
Wisconsin
$70K -$39.2K -525 -33%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K -$3.43K -46 -4%
LIA
139
LS Investment Advisors
Michigan
$63K – – –
IWP
140
IAG Wealth Partners
Wisconsin
$61K -$8.58K -115 -11%
FPFS
141
First Personal Financial Services
North Carolina
$57K +$64.7K +867 New
QCG
142
Quadrant Capital Group
Ohio
$56K -$1.72K -23 -3%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$55K -$103K -1,375 -62%
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$50K – – –
EI
145
Ellevest Inc
New York
$49K – – –
Acadian Asset Management
146
Acadian Asset Management
Massachusetts
$45K – – –
HNB
147
Huntington National Bank
Ohio
$44K – – –
FCB
148
First Command Bank
Texas
$40K – – –
FCFS
149
First Command Financial Services
Texas
$40K – – –
MAM
150
Meeder Asset Management
Ohio
$36K -$86.2K -1,155 -68%
4 5
6
7 8

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.