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MGE Energy Inc
MGEE

167 hedge funds and large institutions have $1.07B invested in MGE Energy Inc in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 163 → 167 (+4)

0.57% more ownership

Funds ownership: 46.69% → 47.25% (+0.57%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$19M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
47
Closed
15
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$11.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$7.21M
4
ZP
Zimmer Partners
New York
+$4.57M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$8.78M
2
Wells Fargo
Wells Fargo
California
-$4.44M
3
State Street
State Street
Massachusetts
-$3.67M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.43M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$126K – – –
IFA
127
Interactive Financial Advisors
Illinois
$114K – – –
NIPH
128
NN Investment Partners Holdings
Netherlands
$113K – – –
SC
129
Steph & Co
Wisconsin
$80K – – –
IA
130
IFP Advisors
Florida
$75K -$25.9K -400 -25%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$73K -$2.79K -43 -4%
CMBA
132
C.M. Bidwell & Associates
Hawaii
$70K +$72.2K +1,115 New
1IA
133
1834 Investment Advisors
Wisconsin
$67K – – –
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$60K +$583 +9 +1%
IWP
135
IAG Wealth Partners
Wisconsin
$59K – – –
FPFS
136
First Personal Financial Services
North Carolina
$54K – – –
EI
137
Ellevest Inc
New York
$47K – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$47K +$34.5K +532 +236%
BG
139
Bollard Group
Massachusetts
$45K – – –
AA
140
Advisory Alpha
Michigan
$45K +$44.8K +691 New
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$43K – – –
ASN
142
Advisory Services Network
Georgia
$43K +$44.5K +687 New
HNB
143
Huntington National Bank
Ohio
$42K – – –
WT
144
Washington Trust
Rhode Island
$42K +$43.4K +670 New
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
CHAM
146
Clear Harbor Asset Management
Connecticut
$37.6K +$38.9K +600 New
SPIA
147
Steward Partners Investment Advisory
New York
$28K – – –
TI
148
Truehand Inc
New Hampshire
$23K – – –
NFG
149
Next Financial Group
Texas
$23K +$24.2K +374 New
GI
150
Gradient Investments
Minnesota
$20K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2020, worth a combined $1.07B — down 1.7% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Vanguard Group, cutting an estimated $8.78M.

  • 167 institutional investors held MGE Energy Inc (MGEE) as of Q3 2020, up from 163 in Q2 2020.
  • Funds reported $1.07B of MGE Energy Inc stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q3 2020 and 15 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q3 2020 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest MGE Energy Inc seller in Q3 2020 was Vanguard Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2020.