We are live on ! Find out more
MGEE icon

MGE Energy Inc

198 hedge funds and large institutions have $1.21B invested in MGE Energy Inc in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

3% less funds holding

Funds holding: 204198 (-6)

15% less capital invested

Capital invested by funds: $1.43B → $1.21B (-$220M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
198
Holders Change
-6
Holders Change %
-2.94%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
151
Canada Life
Manitoba, Canada
$119K
IFA
152
Interactive Financial Advisors
Illinois
$119K
ASBI
153
American State Bank (Iowa)
Iowa
$118K
HPC
154
HM Payson & Co
Maine
$106K
Barclays
155
Barclays
United Kingdom
$101K -$22.2K -283 -15%
PHK
156
Point72 Hong Kong
Hong Kong
$92K -$39.4K -502 -26%
EWA
157
EverSource Wealth Advisors
Alabama
$85K +$23.5K +300 +30%
AF
158
Advisornet Financial
Minnesota
$84K
SC
159
Steph & Co
Wisconsin
$83K
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K -$1.02K -13 -1%
GWM
161
Geneos Wealth Management
Colorado
$74K -$69.8K -891 -44%
C
162
Covestor
United Kingdom
$64K -$23.4K -299 -24%
IA
163
IFP Advisors
Florida
$53K
IWP
164
IAG Wealth Partners
Wisconsin
$51K
EI
165
Ellevest Inc
New York
$49K
FPFS
166
First Personal Financial Services
North Carolina
$46K
WTA
167
Washington Trust Advisors
Massachusetts
$44K
S
168
SignatureFD
Georgia
$41K -$7.6K -97 -13%
SPIA
169
Steward Partners Investment Advisory
New York
$39K
BSB
170
Bangor Savings Bank
Maine
$33K
SAM
171
Strategic Asset Management
Minnesota
$33K
UB
172
UMB Bank
Missouri
$30K
QCG
173
Quadrant Capital Group
Ohio
$24K +$15.4K +196 +113%
TWM
174
Tradition Wealth Management
Minnesota
$22K
PI
175
PineBridge Investments
New York
$22K +$5.49K +70 +27%

MGEE Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2022, worth a combined $1.21B — down 15% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was Millennium Management, adding an estimated $8.26M. The largest seller was T. Rowe Price Associates, cutting an estimated $179M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $1.21B of MGE Energy Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q3 2022 was Millennium Management, an estimated $8.26M added.
  • The largest MGE Energy Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2022.