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MGE Energy Inc
MGEE

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44% → 49.9% (+0.46%)

3% less funds holding

Funds holding: 177 → 172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.8M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.48M
5
State Street
State Street
Massachusetts
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.74M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
4
ZP
Zimmer Partners
New York
-$2.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
Next Financial Group
Texas
$22K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$22K – – –
PA
153
Parallel Advisors
California
$16K +$6.11K +82 +64%
HWMA
154
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
CFD
155
Creative Financial Designs
Indiana
$15K +$10.6K +142 +258%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$11.2K – – –
BC
157
Bartlett & Co
Ohio
$11K – – –
CFA
158
Carroll Financial Associates
North Carolina
$11K – – –
QCG
159
Quadrant Capital Group
Ohio
$10K – – –
PCG
160
Private Capital Group
Connecticut
$5K – – –
VCM
161
Versant Capital Management
Arizona
$4K -$6.11K -82 -63%
MCM
162
Manchester Capital Management
Vermont
$3K -$75 -1 -2%
LC
163
Lindbrook Capital
California
$3K – – –
WT
164
Whittier Trust
California
$3K – – –
BCA
165
Berman Capital Advisors
Georgia
$2K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$2K – – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$2K – – –
TWA
168
TCI Wealth Advisors
Arizona
$2K – – –
TPCW
169
TD Private Client Wealth
New York
$1.64K – – –
AIG
170
American International Group
New York
$1.52K -$61.7K -828 -4%
QT
171
Quantbot Technologies
New York
$1K +$1.49K +20 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$380 -$1.41M -18,900 -79%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
– -$1.24M -17,117 Closed
RIM
174
Redpoint Investment Management
Australia
– -$509K -7,127 Closed
Los Angeles Capital Management
175
Los Angeles Capital Management
California
– -$484K -6,775 Closed
4 5 6
7
8

MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.