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MGE Energy Inc
MGEE

267 hedge funds and large institutions have $2.02B invested in MGE Energy Inc in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$371M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

5% more funds holding

Funds holding: 255 → 267 (+12)

0.08% more ownership

Funds ownership: 61.17% → 61.25% (+0.08%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
94
Reduced
84
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$11M
2
Barclays
Barclays
United Kingdom
+$4.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
4
Morgan Stanley
Morgan Stanley
New York
+$3.64M
5
BlackRock
BlackRock
New York
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
Jane Street
Jane Street
New York
-$5.65M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.78M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$645K +$139K +1,630 +30%
MFG
127
Merit Financial Group
Georgia
$637K -$333K -3,898 -36%
FBFS
128
First Business Financial Services
Wisconsin
$623K -$84.4K -987 -13%
TIM
129
Thompson Investment Management
Wisconsin
$621K – – –
RAM
130
Resona Asset Management
Japan
$594K – – –
RJFSA
131
Raymond James Financial Services Advisors
Florida
$586K +$4.28K +50 +0.8%
GCP
132
GSA Capital Partners
United Kingdom
$584K +$546K +6,385 New
IAA
133
Independent Advisor Alliance
North Carolina
$572K -$39.4K -461 -7%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$552K +$3.93K +46 +0.8%
NP
135
NorthRock Partners
Minnesota
$532K +$2.82K +33 +0.6%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$527K – – –
I
137
InceptionR
California
$510K +$476K +5,572 New
MOACM
138
Mutual of America Capital Management
New York
$498K -$43.3K -506 -9%
KeyBank National Association
139
KeyBank National Association
Ohio
$489K +$3.25K +38 +0.7%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$483K -$942K -11,016 -68%
TVWM
141
Tower View Wealth Management
Wisconsin
$475K +$1.88K +22 +0.4%
VPIM
142
Vanguard Personalized Indexing Management
California
$448K +$62.5K +731 +18%
ECM
143
Everence Capital Management
Indiana
$441K +$136K +1,590 +49%
II
144
IFM Investors
Australia
$440K -$20.8K -243 -5%
WANY
145
Wealthspire Advisors (New York)
New York
$439K – – –
Franklin Resources
146
Franklin Resources
California
$438K -$56.7K -663 -12%
SC
147
Savant Capital
Illinois
$437K +$513 +6 +0.1%
FP
148
Foundry Partners
Minnesota
$431K +$171 +2 +0%
OC
149
Oarsman Capital
Wisconsin
$430K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$429K – – –
4 5
6
7 8

MGEE Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2024, worth a combined $2.02B — up 22% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 19 closed out — a net gain of 14 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 267 institutional investors held MGE Energy Inc (MGEE) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $2.02B of MGE Energy Inc stock for Q3 2024, up 22% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2024 and 19 closed out, a net change of +14 holders.
  • The largest MGE Energy Inc buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $11M added.
  • The largest MGE Energy Inc seller in Q3 2024 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q3 2024.