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MGE Energy Inc

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68%46.39% (+0.71%)

4% less funds holding

Funds holding: 183176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$36K +$41.5K +556 New
SPIA
152
Steward Partners Investment Advisory
New York
$29K
TI
153
Truehand Inc
New Hampshire
$25K
TCOV
154
Trust Company of Vermont
Vermont
$25K
NFG
155
Next Financial Group
Texas
$24K -$67.1K -900 -71%
GI
156
Gradient Investments
Minnesota
$20K
MMG
157
Monetary Management Group
Missouri
$20K
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$18K
PA
159
Parallel Advisors
California
$16K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$15K
M
161
MOTCO
Texas
$15K
VAIA
162
Virtus Alternative Investment Advisers
Connecticut
$15K +$8.21K +110 +94%
BEI
163
Benjamin Edwards Inc
Missouri
$11K +$13.1K +175 New
PRC
164
Pearl River Capital
Michigan
$10K +$10.9K +146 New
CFA
165
Carroll Financial Associates
North Carolina
$9K
VCM
166
Versant Capital Management
Arizona
$8K -$224 -3 -2%
TRCT
167
Tower Research Capital (TRC)
New York
$6K +$6.94K +93 New
PCG
168
Private Capital Group
Connecticut
$5K
BL
169
Balentine LLC
Georgia
$4K
RFM
170
Royal Fund Management
Florida
$4K
WT
171
Whittier Trust
California
$3K
LC
172
Lindbrook Capital
California
$2K
APA
173
American Portfolios Advisors
New York
$1.7K -$9.1K -122 -82%
TPCW
174
TD Private Client Wealth
New York
$1.44K
S
175
SignatureFD
Georgia
$1K -$75 -1 -7%

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.