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MGE Energy Inc

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173177 (+4)

1.09% more ownership

Funds ownership: 48.35%49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
Gradient Investments
Minnesota
$22K
SPIA
152
Steward Partners Investment Advisory
New York
$21.4K -$10.1K -150 -33%
NFG
153
Next Financial Group
Texas
$21K -$5.52K -82 -22%
MMG
154
Monetary Management Group
Missouri
$21K
EVM
155
Eaton Vance Management
Massachusetts
$17K +$16.4K +244 New
HWMA
156
Heritage Wealth Management (Arizona)
Arizona
$14K +$13.5K +200 New
MWM
157
Mascoma Wealth Management
New Hampshire
$13K +$12.1K +180 New
SWM
158
Spire Wealth Management
Virginia
$12K +$11K +163 New
BC
159
Bartlett & Co
Ohio
$11K +$10.1K +150 New
BCWM
160
Bartlett & Co Wealth Management
Ohio
$10.7K +$10.1K +150 New
CFA
161
Carroll Financial Associates
North Carolina
$10K
QCG
162
Quadrant Capital Group
Ohio
$10K +$539 +8 +6%
PA
163
Parallel Advisors
California
$9K
VCM
164
Versant Capital Management
Arizona
$9K
PCG
165
Private Capital Group
Connecticut
$5K
CFD
166
Creative Financial Designs
Indiana
$4K
WT
167
Whittier Trust
California
$3K
MCM
168
Manchester Capital Management
Vermont
$3K +$2.42K +36 +450%
BCA
169
Berman Capital Advisors
Georgia
$2K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K +$606 +9 +39%
LC
171
Lindbrook Capital
California
$2K +$1.75K +26 +289%
TWA
172
TCI Wealth Advisors
Arizona
$2K +$1.82K +27 New
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$1.71K -$97.7K -1,450 -6%
TPCW
174
TD Private Client Wealth
New York
$1.57K
AIG
175
American International Group
New York
$1.52K +$3.77K +56 +0.3%

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.