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MGE Energy Inc
MGEE

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44% → 49.9% (+0.46%)

3% less funds holding

Funds holding: 177 → 172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.8M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.48M
5
State Street
State Street
Massachusetts
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.74M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
4
ZP
Zimmer Partners
New York
-$2.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
176
Citadel Advisors
Florida
– -$394K -5,525 Closed
PP
177
Paloma Partners
Connecticut
– -$319K -4,470 Closed
PAA
178
Peregrine Asset Advisers
Oregon
– -$248K -3,474 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
179
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$231K -3,237 Closed
PAMU
180
Pictet Asset Management (UK)
United Kingdom
– -$228K -3,200 Closed
Stifel Financial
181
Stifel Financial
Missouri
– -$226K -3,169 Closed
NP
182
NorthRock Partners
Minnesota
– -$211K -2,955 Closed
NIPH
183
NN Investment Partners Holdings
Netherlands
– -$129K -1,800 Closed
PI
184
PEAK6 Investments
Illinois
– -$127K -1,783 Closed
IAIM
185
International Assets Investment Management
Florida
– -$76K -1,082 Closed
TCWM
186
Total Clarity Wealth Management
Illinois
– -$32K -450 Closed
EVM
187
Eaton Vance Management
Massachusetts
– -$17K -244 Closed
MWM
188
Mascoma Wealth Management
New Hampshire
– -$13K -180 Closed
SWM
189
Spire Wealth Management
Virginia
– -$12K -163 Closed
RWM
190
RBA Wealth Management
California
– -$1.43K -20 Closed
4 5 6 7
8

MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.