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MGE Energy Inc
MGEE

163 hedge funds and large institutions have $1.09B invested in MGE Energy Inc in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$35.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 46.38% → 46.69% (+0.3%)

7% less funds holding

Funds holding: 175 → 163 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
52
Closed
26
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$47.9M
2
ZP
Zimmer Partners
New York
+$46.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M
4
Goldman Sachs
Goldman Sachs
New York
+$19.1M
5
BlackRock
BlackRock
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
126
HM Payson & Co
Maine
$152K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$136K -$24.2K -370 -15%
NSIM
128
North Star Investment Management
Illinois
$131K -$314K -4,812 -70%
GWM
129
Geneos Wealth Management
Colorado
$125K – – –
IFA
130
Interactive Financial Advisors
Illinois
$117K – – –
NIPH
131
NN Investment Partners Holdings
Netherlands
$116K – – –
IA
132
IFP Advisors
Florida
$103K +$26.1K +400 +33%
SC
133
Steph & Co
Wisconsin
$82K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$78K -$261 -4 -0.3%
1IA
135
1834 Investment Advisors
Wisconsin
$69K – – –
LIA
136
LS Investment Advisors
Michigan
$63K +$392 +6 +0.6%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$5.55K -85 -8%
IWP
138
IAG Wealth Partners
Wisconsin
$60K – – –
FPFS
139
First Personal Financial Services
North Carolina
$56K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$54K – – –
EI
141
Ellevest Inc
New York
$48K – – –
BG
142
Bollard Group
Massachusetts
$46K +$46.7K +715 New
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$44K – – –
HNB
144
Huntington National Bank
Ohio
$44K – – –
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$11.4K -175 -23%
SPIA
146
Steward Partners Investment Advisory
New York
$29K – – –
TI
147
Truehand Inc
New Hampshire
$24K – – –
GI
148
Gradient Investments
Minnesota
$20K – – –
MMG
149
Monetary Management Group
Missouri
$19K – – –
PA
150
Parallel Advisors
California
$16K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q2 2020 in Review

163 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2020, worth a combined $1.09B — up 3.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 14 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was First Trust Advisors, adding an estimated $47.9M. The largest seller was Victory Capital Management, cutting an estimated $62.6M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2020, down from 175 in Q1 2020.
  • Funds reported $1.09B of MGE Energy Inc stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2020 and 26 closed out, a net change of -12 holders.
  • The largest MGE Energy Inc buyer in Q2 2020 was First Trust Advisors, an estimated $47.9M added.
  • The largest MGE Energy Inc seller in Q2 2020 was Victory Capital Management, an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2020.