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MGE Energy Inc

198 hedge funds and large institutions have $1.55B invested in MGE Energy Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$99M)

2.43% more ownership

Funds ownership: 51.65%54.08% (+2.4%)

4% less funds holding

Funds holding: 207198 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
67
Reduced
58
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
126
Landaas & Company
Wisconsin
$274K
ABC
127
Associated Banc-Corp
Wisconsin
$266K
NAS
128
Nicolet Advisory Services
Wisconsin
$256K
BP
129
Ballentine Partners
Massachusetts
$256K -$149K -1,939 -37%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$254K +$8.75K +114 +4%
EFL
131
ERn Financial LLC
Wisconsin
$246K +$845 +11 +0.4%
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$225K -2,928 -49%
AIP
133
Ameritas Investment Partners
Nebraska
$239K +$12.3K +160 +6%
Prudential Financial
134
Prudential Financial
New Jersey
$227K +$3.84K +50 +2%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$226K -$130K -1,697 -37%
CCA
136
Column Capital Advisors
Indiana
$225K
NSAM
137
North Star Asset Management
Wisconsin
$224K
GCM
138
Graham Capital Management
Connecticut
$223K -$148K -1,924 -41%
Mariner
139
Mariner
Kansas
$215K +$10.4K +135 +5%
NP
140
NorthRock Partners
Minnesota
$214K -$34.6K -451 -14%
GVAG
141
Great Valley Advisor Group
Delaware
$204K +$198K +2,580 New
Neuberger Berman Group
142
Neuberger Berman Group
New York
$204K +$198K +2,574 New
Corient Private Wealth
143
Corient Private Wealth
Florida
$203K +$197K +2,569 New
CFA
144
CWS Financial Advisors
Michigan
$201K +$195K +2,541 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$166K
NSIM
146
North Star Investment Management
Illinois
$161K
QCG
147
Quadrant Capital Group
Ohio
$160K -$1.38K -18 -0.9%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$160K
ASBI
149
American State Bank (Iowa)
Iowa
$142K
S
150
SignatureFD
Georgia
$129K +$1.77K +23 +1%

MGEE Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MGEE and 16 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $70.1M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.55B of MGE Energy Inc stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q2 2023 was First Trust Advisors, an estimated $70.1M added.
  • The largest MGE Energy Inc seller in Q2 2023 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.