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MGE Energy Inc
MGEE

173 hedge funds and large institutions have $1.22B invested in MGE Energy Inc in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $1.07B → $1.22B (+$153M)

4% more funds holding

Funds holding: 167 → 173 (+6)

1.1% more ownership

Funds ownership: 47.25% → 48.35% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $301K

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
51
Reduced
48
Closed
15
Calls
$14K
Puts
$301K
Net Calls
-$287K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.1M
3
BlackRock
BlackRock
New York
+$9.24M
4
Morgan Stanley
Morgan Stanley
New York
+$5.54M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$18.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.27M
3
First Trust Advisors
First Trust Advisors
Illinois
-$5.59M
4
Wells Fargo
Wells Fargo
California
-$3.5M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
Next Financial Group
Texas
$26K – – –
TI
152
Truehand Inc
New Hampshire
$26K – – –
TWM
153
Tradition Wealth Management
Minnesota
$24K +$23.2K +337 New
MMG
154
Monetary Management Group
Missouri
$21K – – –
GI
155
Gradient Investments
Minnesota
$20K – – –
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$20K +$19.4K +281 New
AWG
157
Altus Wealth Group
Colorado
$17K +$16.6K +241 New
CFA
158
Carroll Financial Associates
North Carolina
$10K – – –
PA
159
Parallel Advisors
California
$9K -$8.76K -127 -50%
VCM
160
Versant Capital Management
Arizona
$9K – – –
QCG
161
Quadrant Capital Group
Ohio
$9K +$2K +29 +28%
PCG
162
Private Capital Group
Connecticut
$5K – – –
CCA
163
Childress Capital Advisors
Texas
$5K +$4.48K +65 New
CFD
164
Creative Financial Designs
Indiana
$4K – – –
WT
165
Whittier Trust
California
$3K – – –
BCA
166
Berman Capital Advisors
Georgia
$2K – – –
TPCW
167
TD Private Client Wealth
New York
$1.54K – – –
AIG
168
American International Group
New York
$1.48K -$41.9K -608 -3%
LC
169
Lindbrook Capital
California
$1K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1K – – –
MCM
171
Manchester Capital Management
Vermont
$1K +$552 +8 New
RPWA
172
Regent Peak Wealth Advisors
Georgia
$1K +$966 +14 New
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$1K +$1.59K +23 New
Millennium Management
174
Millennium Management
New York
– -$905 -14,442 Closed
QT
175
Quantbot Technologies
New York
– -$413K -6,601 Closed
4 5 6
7
8

MGEE Hedge Fund Activity: Q4 2020 in Review

173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2020, worth a combined $1.22B — up 14% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 15 closed out — a net gain of 7 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Zimmer Partners, cutting an estimated $18.2M.

  • 173 institutional investors held MGE Energy Inc (MGEE) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.22B of MGE Energy Inc stock for Q4 2020, up 14% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2020 and 15 closed out, a net change of +7 holders.
  • The largest MGE Energy Inc buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest MGE Energy Inc seller in Q4 2020 was Zimmer Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2020.