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MGE Energy Inc
MGEE

173 hedge funds and large institutions have $1.22B invested in MGE Energy Inc in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$153M)

4% more funds holding

Funds holding: 167 → 173 (+6)

1.1% more ownership

Funds ownership: 47.25% → 48.35% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $301K

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
51
Reduced
48
Closed
15
Calls
$14K
Puts
$301K
Net Calls
-$287K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.1M
3
BlackRock
BlackRock
New York
+$9.24M
4
Morgan Stanley
Morgan Stanley
New York
+$5.54M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$18.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.27M
3
First Trust Advisors
First Trust Advisors
Illinois
-$5.59M
4
Wells Fargo
Wells Fargo
California
-$3.5M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
126
Interactive Financial Advisors
Illinois
$127K – – –
ASBI
127
American State Bank (Iowa)
Iowa
$126K +$124K +1,800 New
NIPH
128
NN Investment Partners Holdings
Netherlands
$126K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$109K -$1.86M -27,002 -95%
SC
130
Steph & Co
Wisconsin
$89K – – –
IAIM
131
International Assets Investment Management
Florida
$76K +$74.6K +1,082 New
1IA
132
1834 Investment Advisors
Wisconsin
$75K – – –
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K – – –
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$67K +$66.4K +963 New
IWP
135
IAG Wealth Partners
Wisconsin
$65K – – –
IA
136
IFP Advisors
Florida
$63K -$20.3K -295 -25%
FPFS
137
First Personal Financial Services
North Carolina
$61K – – –
EI
138
Ellevest Inc
New York
$53K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$52K -$759 -11 -1%
BG
140
Bollard Group
Massachusetts
$50K – – –
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$48K – – –
HNB
142
Huntington National Bank
Ohio
$47K – – –
WT
143
Washington Trust
Rhode Island
$47K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$46K -$35K -507 -44%
CMBA
145
C.M. Bidwell & Associates
Hawaii
$43K -$34.5K -500 -45%
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$42K – – –
ASN
147
Advisory Services Network
Georgia
$39K -$9.04K -131 -19%
SPIA
148
Steward Partners Investment Advisory
New York
$32K – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$32K +$17.3K +251 +126%
S
150
SignatureFD
Georgia
$29K +$18.8K +272 +193%
4 5
6
7 8

MGEE Hedge Fund Activity: Q4 2020 in Review

173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2020, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 15 closed out — a net gain of 7 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Zimmer Partners, cutting an estimated $18.2M.

  • 173 institutional investors held MGE Energy Inc (MGEE) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.22B of MGE Energy Inc stock for Q4 2020, up 14% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2020 and 15 closed out, a net change of +7 holders.
  • The largest MGE Energy Inc buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest MGE Energy Inc seller in Q4 2020 was Zimmer Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2020.