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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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$2K – – –
TWA
177
TCI Wealth Advisors
Arizona
$2K – – –
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53K -$11.1K -145 -0.8%
VRS
179
Virginia Retirement Systems
Virginia
$1.21K +$699K +9,100 +163%
JWA
180
JFS Wealth Advisors
Pennsylvania
$1K +$538 +7 New
SWM
181
Spire Wealth Management
Virginia
$1K +$921 +12 New
Canada Pension Plan Investment Board
182
Canada Pension Plan Investment Board
Ontario, Canada
– -$662K -9,000 Closed
QC
183
Quadrature Capital
United Kingdom
– -$386K -5,249 Closed
Citadel Advisors
184
Citadel Advisors
Florida
– -$304K -4,132 Closed
PP
185
Paloma Partners
Connecticut
– -$303K -4,118 Closed
E
186
Ergoteles
New York
– -$294K -4,000 Closed
IP
187
Isthmus Partners
Wisconsin
– -$272K -3,704 Closed
Jane Street
188
Jane Street
New York
– -$240K -3,265 Closed
WT
189
Washington Trust
Rhode Island
– -$49K -670 Closed
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
– -$44K -600 Closed
KIG
191
Kowal Investment Group
Wisconsin
– -$34K -466 Closed
BC
192
Bartlett & Co
Ohio
– -$11K -150 Closed
BCWM
193
Bartlett & Co Wealth Management
Ohio
– -$11K -150 Closed
TPCW
194
TD Private Client Wealth
New York
– -$1.62K -22 Closed
OSAM
195
O'Shaughnessy Asset Management
Connecticut
– -$2K -21 Closed
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
– +$307 +4 New
SC
197
Schubert & Co
Texas
– +$384 +5 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.