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MGE Energy Inc
MGEE

183 hedge funds and large institutions have $1.49B invested in MGE Energy Inc in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$165M)

2% more funds holding

Funds holding: 180 → 183 (+3)

0.35% more ownership

Funds ownership: 50.02% → 50.37% (+0.35%)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
66
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.21M
3
SG Americas Securities
SG Americas Securities
New York
+$3.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$14.4M
2
HI
Harbour Investments
Wisconsin
-$4.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.73M
4
ECM
ExodusPoint Capital Management
New York
-$2.18M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMS
126
Pictet Asset Management (Switzerland)
Switzerland
$219K +$204K +2,660 New
CFA
127
CWS Financial Advisors
Michigan
$216K +$202K +2,631 New
CFD
128
Creative Financial Designs
Indiana
$194K +$122K +1,587 +205%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$173K – – –
Canada Life
130
Canada Life
Manitoba, Canada
$173K – – –
NSIM
131
North Star Investment Management
Illinois
$167K – – –
GWM
132
Geneos Wealth Management
Colorado
$166K – – –
IFA
133
Interactive Financial Advisors
Illinois
$150K – – –
ASBI
134
American State Bank (Iowa)
Iowa
$148K – – –
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$147K -$246K -3,200 -63%
HPC
136
HM Payson & Co
Maine
$132K – – –
DHGWA
137
Dixon Hughes Goodman Wealth Advisors
North Carolina
$127K +$118K +1,539 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$123K +$22.2K +289 +24%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K +$4.76K +62 +5%
SC
140
Steph & Co
Wisconsin
$105K – – –
1IA
141
1834 Investment Advisors
Wisconsin
$88K – – –
CMBA
142
C.M. Bidwell & Associates
Hawaii
$75K -$768 -10 -1%
IA
143
IFP Advisors
Florida
$74K – – –
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$70K +$921 +12 +1%
S
145
SignatureFD
Georgia
$67K +$4.38K +57 +8%
EI
146
Ellevest Inc
New York
$66K +$230 +3 +0.4%
IWP
147
IAG Wealth Partners
Wisconsin
$64K -$11.5K -150 -16%
C
148
Covestor
United Kingdom
$64K +$59.4K +774 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$61K – – –
BG
150
Bollard Group
Massachusetts
$60K +$307 +4 +0.6%
4 5
6
7 8

MGEE Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2021, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGEE positions and 14 closed out — a net gain of 6 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Zimmer Partners, cutting an estimated $14.4M.

  • 183 institutional investors held MGE Energy Inc (MGEE) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.49B of MGE Energy Inc stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new MGE Energy Inc positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q4 2021 was BlackRock, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q4 2021 was Zimmer Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.