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MGE Energy Inc
MGEE

183 hedge funds and large institutions have $1.49B invested in MGE Energy Inc in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$165M)

2% more funds holding

Funds holding: 180 → 183 (+3)

0.35% more ownership

Funds ownership: 50.02% → 50.37% (+0.35%)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
66
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.21M
3
SG Americas Securities
SG Americas Securities
New York
+$3.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$14.4M
2
HI
Harbour Investments
Wisconsin
-$4.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.73M
4
ECM
ExodusPoint Capital Management
New York
-$2.18M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
151
First Personal Financial Services
North Carolina
$58K – – –
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$56K – – –
WTA
153
Washington Trust Advisors
Massachusetts
$55K +$51.4K +670 New
SPIA
154
Steward Partners Investment Advisory
New York
$49K +$23K +300 +100%
PI
155
PineBridge Investments
New York
$49K +$46.1K +600 New
SAM
156
Strategic Asset Management
Minnesota
$41K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$39K -$8.06K -105 -18%
TCWM
158
Total Clarity Wealth Management
Illinois
$37K – – –
UB
159
UMB Bank
Missouri
$37K +$34.6K +450 New
TI
160
Truehand Inc
New Hampshire
$31K – – –
TWM
161
Tradition Wealth Management
Minnesota
$28K +$77 +1 +0.3%
GI
162
Gradient Investments
Minnesota
$26K – – –
MMG
163
Monetary Management Group
Missouri
$25K – – –
NFG
164
Next Financial Group
Texas
$24K – – –
WT
165
Whittier Trust
California
$23K +$17.6K +229 +509%
MWM
166
Mascoma Wealth Management
New Hampshire
$15K – – –
PA
167
Parallel Advisors
California
$13K -$9.45K -123 -44%
QCG
168
Quadrant Capital Group
Ohio
$12K +$154 +2 +1%
CFA
169
Carroll Financial Associates
North Carolina
$11K – – –
PCG
170
Private Capital Group
Connecticut
$6K – – –
MCM
171
Manchester Capital Management
Vermont
$5K – – –
VCM
172
Versant Capital Management
Arizona
$4K – – –
LC
173
Lindbrook Capital
California
$3K -$1.15K -15 -30%
BIA
174
Bell Investment Advisors
California
$3K -$768 -10 -24%
SFM
175
Signet Financial Management
New Jersey
$3K +$2.53K +33 New
4 5 6
7
8

MGEE Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2021, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGEE positions and 14 closed out — a net gain of 6 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Zimmer Partners, cutting an estimated $14.4M.

  • 183 institutional investors held MGE Energy Inc (MGEE) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.49B of MGE Energy Inc stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new MGE Energy Inc positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q4 2021 was BlackRock, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q4 2021 was Zimmer Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.