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MGE Energy Inc
MGEE

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68% → 46.39% (+0.71%)

4% less funds holding

Funds holding: 183 → 176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$657K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$55.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.62M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.82M
5
HF
HRT Financial
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$47M
2
Invesco
Invesco
Georgia
-$3.14M
3
Morgan Stanley
Morgan Stanley
New York
-$2.86M
4
BlackRock
BlackRock
New York
-$2.47M
5
Prudential Financial
Prudential Financial
New Jersey
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
176
Berman Capital Advisors
Georgia
$1K – – –
Aviva
177
Aviva
United Kingdom
– -$1.97M -24,951 Closed
Arrowstreet Capital
178
Arrowstreet Capital
Massachusetts
– -$1.81M -22,980 Closed
AAM
179
Arabesque Asset Management
United Kingdom
– -$1.73M -21,920 Closed
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.44M -18,300 Closed
Holocene Advisors
181
Holocene Advisors
New York
– -$1.08M -13,724 Closed
DA
182
Denali Advisors
California
– -$717K -9,100 Closed
CC
183
Centiva Capital
New York
– -$693K -8,798 Closed
PP
184
Paloma Partners
Connecticut
– -$429K -5,435 Closed
CEP
185
Chicago Equity Partners
Illinois
– -$346K -4,385 Closed
Baird Financial Group
186
Baird Financial Group
Wisconsin
– -$300K -3,811 Closed
RJA
187
Raymond James & Associates
Florida
– -$271K -3,445 Closed
WAM
188
Weiss Asset Management
Massachusetts
– -$245K -3,105 Closed
CHAM
189
Clear Harbor Asset Management
Connecticut
– -$47.3K -600 Closed
TF
190
TimeScale Financial
Massachusetts
– -$44.8K -600 Closed
TCWM
191
Total Clarity Wealth Management
Illinois
– -$35K -450 Closed
Cohen & Steers
192
Cohen & Steers
New York
– -$30K -381 Closed
AP
193
Americana Partners
Texas
– -$19K -250 Closed
SC
194
Solstein Capital
California
– -$9K -109 Closed
OSAM
195
O'Shaughnessy Asset Management
Connecticut
– -$2K -21 Closed
4 5 6 7
8

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.