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MGE Energy Inc
MGEE

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172 → 180 (+8)

0.13% more ownership

Funds ownership: 49.9% → 50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.5M
2
Northern Trust
Northern Trust
Illinois
+$4.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.86M
5
State Street
State Street
Massachusetts
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$9.33M
2
BlackRock
BlackRock
New York
-$5.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.28M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$201K -$38.5K -492 -15%
AF
127
Advisornet Financial
Minnesota
$200K -$26.4K -337 -11%
Canada Life
128
Canada Life
Manitoba, Canada
$156K – – –
BFEC
129
Benjamin F. Edwards & Company
Missouri
$155K – – –
NSIM
130
North Star Investment Management
Illinois
$150K – – –
GWM
131
Geneos Wealth Management
Colorado
$149K – – –
IFA
132
Interactive Financial Advisors
Illinois
$134K – – –
ASBI
133
American State Bank (Iowa)
Iowa
$132K – – –
HPC
134
HM Payson & Co
Maine
$118K – – –
SC
135
Steph & Co
Wisconsin
$93K – – –
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$92K +$5.09K +65 +6%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$88K -$208K -2,662 -69%
1IA
138
1834 Investment Advisors
Wisconsin
$78K – – –
IWP
139
IAG Wealth Partners
Wisconsin
$69K – – –
CMBA
140
C.M. Bidwell & Associates
Hawaii
$68K -$1.96K -25 -3%
IA
141
IFP Advisors
Florida
$67K – – –
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$61K -$6.03K -77 -8%
EI
143
Ellevest Inc
New York
$59K +$3.68K +47 +6%
CFD
144
Creative Financial Designs
Indiana
$57K +$45.2K +577 +293%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$55K – – –
S
146
SignatureFD
Georgia
$55K +$3.37K +43 +6%
BG
147
Bollard Group
Massachusetts
$53K +$313 +4 +0.6%
FPFS
148
First Personal Financial Services
North Carolina
$52K -$13K -166 -19%
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
$50K – – –
WT
150
Washington Trust
Rhode Island
$49K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.