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MGE Energy Inc
MGEE

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173 → 177 (+4)

1.09% more ownership

Funds ownership: 48.35% → 49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$14.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.2M
3
BlackRock
BlackRock
New York
+$10.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.33M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.34M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.1M
3
SAM
Silvercrest Asset Management
New York
-$4.56M
4
ZP
Zimmer Partners
New York
-$4.46M
5
Morgan Stanley
Morgan Stanley
New York
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
126
Interactive Financial Advisors
Illinois
$130K – – –
NIPH
127
NN Investment Partners Holdings
Netherlands
$129K – – –
ASBI
128
American State Bank (Iowa)
Iowa
$129K – – –
PI
129
PEAK6 Investments
Illinois
$127K -$5.05K -75 -4%
SC
130
Steph & Co
Wisconsin
$91K – – –
1IA
131
1834 Investment Advisors
Wisconsin
$76K – – –
IAIM
132
International Assets Investment Management
Florida
$76K – – –
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$6.67K +99 +10%
IWP
134
IAG Wealth Partners
Wisconsin
$67K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$67K +$62.8K +933 New
IA
136
IFP Advisors
Florida
$65K – – –
FPFS
137
First Personal Financial Services
North Carolina
$62K – – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
$60K +$12.3K +183 +28%
EI
139
Ellevest Inc
New York
$54K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$53K – – –
BG
141
Bollard Group
Massachusetts
$51K – – –
S
142
SignatureFD
Georgia
$51K +$20K +297 +72%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$49K – – –
HNB
144
Huntington National Bank
Ohio
$48K – – –
WT
145
Washington Trust
Rhode Island
$48K – – –
CMBA
146
C.M. Bidwell & Associates
Hawaii
$43K -$1.01K -15 -2%
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$43K – – –
TCWM
148
Total Clarity Wealth Management
Illinois
$32K +$30.3K +450 New
TI
149
Truehand Inc
New Hampshire
$27K – – –
TWM
150
Tradition Wealth Management
Minnesota
$24K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.