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MGE Energy Inc
MGEE

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44% → 49.9% (+0.46%)

3% less funds holding

Funds holding: 177 → 172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.8M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.48M
5
State Street
State Street
Massachusetts
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.74M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
4
ZP
Zimmer Partners
New York
-$2.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
126
American State Bank (Iowa)
Iowa
$134K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$120K -$105K -1,406 -47%
HPC
128
HM Payson & Co
Maine
$120K -$43.8K -587 -27%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$112K +$112K +1,500 New
SC
130
Steph & Co
Wisconsin
$95K – – –
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$88K +$9.77K +131 +12%
1IA
132
1834 Investment Advisors
Wisconsin
$80K – – –
CMBA
133
C.M. Bidwell & Associates
Hawaii
$71K +$26.1K +350 +58%
IWP
134
IAG Wealth Partners
Wisconsin
$70K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$68K -$1.72K -23 -2%
IA
136
IFP Advisors
Florida
$67K – – –
FPFS
137
First Personal Financial Services
North Carolina
$65K – – –
EI
138
Ellevest Inc
New York
$56K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$56K – – –
S
140
SignatureFD
Georgia
$53K – – –
BG
141
Bollard Group
Massachusetts
$53K +$224 +3 +0.4%
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$51K – – –
WT
143
Washington Trust
Rhode Island
$50K – – –
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
HNB
145
Huntington National Bank
Ohio
$43K -$7.46K -100 -15%
ASN
146
Advisory Services Network
Georgia
$41K +$41.4K +556 New
TI
147
Truehand Inc
New Hampshire
$28K – – –
TWM
148
Tradition Wealth Management
Minnesota
$25K – – –
GI
149
Gradient Investments
Minnesota
$23K – – –
MMG
150
Monetary Management Group
Missouri
$22K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.