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MGE Energy Inc
MGEE

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172 → 180 (+8)

0.13% more ownership

Funds ownership: 49.9% → 50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
–
Net Calls
+$213K
Net Calls Change
+$213K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.5M
2
Northern Trust
Northern Trust
Illinois
+$4.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.86M
5
State Street
State Street
Massachusetts
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$9.33M
2
BlackRock
BlackRock
New York
-$5.26M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.28M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$44K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$43K -$81.5K -1,041 -64%
SAM
153
Strategic Asset Management
Minnesota
$38K +$39.3K +502 New
KIG
154
Kowal Investment Group
Wisconsin
$34K +$36.5K +466 New
TCWM
155
Total Clarity Wealth Management
Illinois
$33K +$35.2K +450 New
TI
156
Truehand Inc
New Hampshire
$28K – – –
TWM
157
Tradition Wealth Management
Minnesota
$25K – – –
GI
158
Gradient Investments
Minnesota
$23K – – –
MMG
159
Monetary Management Group
Missouri
$22K – – –
SPIA
160
Steward Partners Investment Advisory
New York
$22K – – –
NFG
161
Next Financial Group
Texas
$21K – – –
PA
162
Parallel Advisors
California
$20K +$5.24K +67 +32%
HWMA
163
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
MWM
164
Mascoma Wealth Management
New Hampshire
$13K +$14.1K +180 New
BCWM
165
Bartlett & Co Wealth Management
Ohio
$11K – – –
BC
166
Bartlett & Co
Ohio
$11K – – –
CFA
167
Carroll Financial Associates
North Carolina
$11K – – –
QCG
168
Quadrant Capital Group
Ohio
$11K +$470 +6 +4%
PCG
169
Private Capital Group
Connecticut
$5K – – –
VCM
170
Versant Capital Management
Arizona
$4K – – –
LC
171
Lindbrook Capital
California
$4K +$1.17K +15 +43%
MCM
172
Manchester Capital Management
Vermont
$4K +$1.33K +17 +40%
WT
173
Whittier Trust
California
$3K – – –
BIA
174
Bell Investment Advisors
California
$3K +$3.21K +41 New
BCA
175
Berman Capital Advisors
Georgia
$2K – – –
4 5 6
7
8

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.