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MGE Energy Inc

182 hedge funds and large institutions have $1.25B invested in MGE Energy Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more funds holding

Funds holding: 163182 (+19)

0.22% more ownership

Funds ownership: 45.45%45.67% (+0.22%)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$10.9M)

30% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 63

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
44
Reduced
63
Closed
12
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
151
First Command Financial Services
Texas
$48K -$5.01K -65 -10%
CHAM
152
Clear Harbor Asset Management
Connecticut
$47.3K +$46.2K +600 New
TF
153
TimeScale Financial
Massachusetts
$47K
SPIA
154
Steward Partners Investment Advisory
New York
$35K -$2.62K -34 -7%
TCWM
155
Total Clarity Wealth Management
Illinois
$35K +$34.7K +450 New
TI
156
Truehand Inc
New Hampshire
$30K
TCOV
157
Trust Company of Vermont
Vermont
$30K
Cohen & Steers
158
Cohen & Steers
New York
$30K +$3K +39 +11%
GI
159
Gradient Investments
Minnesota
$25K
MMG
160
Monetary Management Group
Missouri
$24K -$15.4K -200 -40%
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$22K +$21.6K +281 New
PA
162
Parallel Advisors
California
$20K
M
163
MOTCO
Texas
$19K
AP
164
Americana Partners
Texas
$19K +$19.3K +250 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$18K +$154 +2 +0.9%
APA
166
American Portfolios Advisors
New York
$11.7K
CFA
167
Carroll Financial Associates
North Carolina
$11K
VCM
168
Versant Capital Management
Arizona
$10K +$231 +3 +2%
SC
169
Solstein Capital
California
$9K +$8.4K +109 New
VAIA
170
Virtus Alternative Investment Advisers
Connecticut
$9K +$9.01K +117 New
BL
171
Balentine LLC
Georgia
$5K
PCG
172
Private Capital Group
Connecticut
$5K
RFM
173
Royal Fund Management
Florida
$4K
WT
174
Whittier Trust
California
$4K
LC
175
Lindbrook Capital
California
$3K

MGEE Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2019, worth a combined $1.25B — down 0.87% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 12 closed out — a net gain of 19 holders — while 44 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $8.59M. The largest seller was Millennium Management, exiting entirely with an estimated $6.76M sold.

  • 182 institutional investors held MGE Energy Inc (MGEE) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.25B of MGE Energy Inc stock for Q4 2019, down 0.87% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q4 2019 and 12 closed out, a net change of +19 holders.
  • The largest MGE Energy Inc buyer in Q4 2019 was State Street, an estimated $8.59M added.
  • The largest MGE Energy Inc seller in Q4 2019 was Millennium Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2019.