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MGE Energy Inc

227 hedge funds and large institutions have $1.82B invested in MGE Energy Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $1.39B → $1.82B (+$432M)

10.83% more ownership

Funds ownership: 53.14%63.97% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% less funds holding

Funds holding: 229227 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
78
Reduced
72
Closed
43
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$446K -$115K -1,647 -23%
Franklin Resources
127
Franklin Resources
California
$421K +$123K +1,759 +49%
KeyBank National Association
128
KeyBank National Association
Ohio
$414K +$62.3K +889 +20%
TVWM
129
Tower View Wealth Management
Wisconsin
$407K +$771 +11 +0.2%
II
130
IFM Investors
Australia
$398K +$354K +5,054 New
SC
131
Savant Capital
Illinois
$382K -$47.6K -680 -12%
WANY
132
Wealthspire Advisors (New York)
New York
$377K
TPI
133
Trust Point Inc
Wisconsin
$374K -$1.05K -15 -0.3%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$371K -$138K -1,976 -30%
OC
135
Oarsman Capital
Wisconsin
$370K -$68.9K -983 -17%
II
136
Inspire Investing
Idaho
$359K -$54.8K -782 -15%
William Blair & Company
137
William Blair & Company
Illinois
$342K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$341K +$78.8K +1,124 +35%
Two Sigma Investments
139
Two Sigma Investments
New York
$341K -$1.51M -21,621 -83%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$319K +$284K +4,047 New
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$309K +$9.25K +132 +3%
I
142
InceptionR
California
$298K +$265K +3,787 New
AIP
143
Ameritas Investment Partners
Nebraska
$298K
LC
144
Landaas & Company
Wisconsin
$273K +$21K +300 +9%
LCM
145
Landscape Capital Management
New Jersey
$273K -$11.1K -158 -4%
GT
146
Glenmede Trust
Pennsylvania
$272K +$242K +3,456 New
ABC
147
Associated Banc-Corp
Wisconsin
$264K
Corient Private Wealth
148
Corient Private Wealth
Florida
$259K +$231K +3,290 New
EFL
149
ERn Financial LLC
Wisconsin
$255K +$7.92K +113 +4%
VPIM
150
Vanguard Personalized Indexing Management
California
$249K +$22.4K +319 +11%

MGEE Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2024, worth a combined $1.82B — up 31% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGEE and 42 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $76.5M.

  • 227 institutional investors held MGE Energy Inc (MGEE) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $1.82B of MGE Energy Inc stock for Q1 2024, up 31% quarter-over-quarter.
  • 42 funds opened new MGE Energy Inc positions in Q1 2024 and 43 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2024 was BlackRock, an estimated $205M added.
  • The largest MGE Energy Inc seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2024.