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MGE Energy Inc
MGEE

163 hedge funds and large institutions have $1.09B invested in MGE Energy Inc in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$35.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 46.38% → 46.69% (+0.3%)

7% less funds holding

Funds holding: 175 → 163 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
52
Closed
26
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$47.9M
2
ZP
Zimmer Partners
New York
+$46.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M
4
Goldman Sachs
Goldman Sachs
New York
+$19.1M
5
BlackRock
BlackRock
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
CWS Financial Advisors
Michigan
– -$203K -2,581 Closed
FCB
177
First Command Bank
Texas
– -$40K -614 Closed
FCFS
178
First Command Financial Services
Texas
– -$40K -614 Closed
ASN
179
Advisory Services Network
Georgia
– -$36K -556 Closed
MAM
180
Meeder Asset Management
Ohio
– -$36K -546 Closed
TCOV
181
Trust Company of Vermont
Vermont
– -$25K -382 Closed
NFG
182
Next Financial Group
Texas
– -$24K -373 Closed
FMII
183
Farmers & Merchants Investments Inc
Nebraska
– -$18K -281 Closed
VAIA
184
Virtus Alternative Investment Advisers
Connecticut
– -$15K -227 Closed
BEI
185
Benjamin Edwards Inc
Missouri
– -$11K -175 Closed
PRC
186
Pearl River Capital
Michigan
– -$10K -146 Closed
RFM
187
Royal Fund Management
Florida
– -$4K -61 Closed
LC
188
Lindbrook Capital
California
– -$2K -34 Closed
APA
189
American Portfolios Advisors
New York
– -$1.7K -26 Closed
4 5 6 7
8

MGEE Hedge Fund Activity: Q2 2020 in Review

163 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2020, worth a combined $1.09B — up 3.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 14 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was First Trust Advisors, adding an estimated $47.9M. The largest seller was Victory Capital Management, cutting an estimated $62.6M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2020, down from 175 in Q1 2020.
  • Funds reported $1.09B of MGE Energy Inc stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2020 and 26 closed out, a net change of -12 holders.
  • The largest MGE Energy Inc buyer in Q2 2020 was First Trust Advisors, an estimated $47.9M added.
  • The largest MGE Energy Inc seller in Q2 2020 was Victory Capital Management, an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2020.