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MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Evergreen Capital Management
Washington
$249K -$15.7K -207 -5%
AIP
127
Ameritas Investment Partners
Nebraska
$249K +$46.5K +613 +20%
Franklin Resources
128
Franklin Resources
California
$238K -$8.04K -106 -3%
Jane Street
129
Jane Street
New York
$238K -$321K -4,234 -55%
LC
130
Landaas & Company
Wisconsin
$237K
EP
131
Edgestream Partners
New Jersey
$234K -$1.24M -16,384 -83%
Voloridge Investment Management
132
Voloridge Investment Management
Florida
$233K +$258K +3,403 New
ABC
133
Associated Banc-Corp
Wisconsin
$230K
MIA
134
Milestone Investment Advisors
Wisconsin
$225K +$249K +3,285 New
NAS
135
Nicolet Advisory Services
Wisconsin
$224K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$220K
EFL
137
ERn Financial LLC
Wisconsin
$213K
Two Sigma Investments
138
Two Sigma Investments
New York
$209K +$231K +3,050 New
VPIM
139
Vanguard Personalized Indexing Management
California
$207K -$56.1K -740 -20%
PAM
140
Panagora Asset Management
Massachusetts
$205K -$63.8K -841 -22%
RJA
141
Raymond James & Associates
Florida
$202K +$223K +2,946 New
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K -$15.2K -200 -6%
CCA
143
Column Capital Advisors
Indiana
$195K
BFEC
144
Benjamin F. Edwards & Company
Missouri
$144K
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$144K +$6.07K +80 +4%
NSIM
146
North Star Investment Management
Illinois
$139K
ASBI
147
American State Bank (Iowa)
Iowa
$123K
QCG
148
Quadrant Capital Group
Ohio
$91.6K -$52.3K -690 -34%
S
149
SignatureFD
Georgia
$88.7K -$25.9K -341 -21%
SC
150
Steph & Co
Wisconsin
$87.1K

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.