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MGE Energy Inc
MGEE

204 hedge funds and large institutions have $1.43B invested in MGE Energy Inc in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

6% more funds holding

Funds holding: 193 → 204 (+11)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.34% less ownership

Funds ownership: 51% → 50.66% (-0.34%)

3% less capital invested

Capital invested by funds: $1.47B → $1.43B (-$42.3M)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
61
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$7.33M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.22M
4
Millennium Management
Millennium Management
New York
+$6.02M
5
BlackRock
BlackRock
New York
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.5M
2
ZP
Zimmer Partners
New York
-$10.9M
3
Goldman Sachs
Goldman Sachs
New York
-$8.74M
4
Wells Fargo
Wells Fargo
California
-$2.11M
5
Legal & General Group
Legal & General Group
United Kingdom
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
176
UMB Bank
Missouri
$35K – – –
TCWM
177
Total Clarity Wealth Management
Illinois
$35K +$35.9K +450 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$31K – – –
TWM
179
Tradition Wealth Management
Minnesota
$26K +$80 +1 +0.3%
GI
180
Gradient Investments
Minnesota
$24K – – –
MMG
181
Monetary Management Group
Missouri
$23K – – –
WT
182
Whittier Trust
California
$21K – – –
PI
183
PineBridge Investments
New York
$20K +$12.9K +162 +162%
BIA
184
Bell Investment Advisors
California
$20K +$20K +251 New
HWMA
185
Heritage Wealth Management (Arizona)
Arizona
$15.6K – – –
MWM
186
Mascoma Wealth Management
New Hampshire
$14K – – –
QCG
187
Quadrant Capital Group
Ohio
$13K +$2.47K +31 +22%
BC
188
Bartlett & Co
Ohio
$12K – – –
BCWM
189
Bartlett & Co Wealth Management
Ohio
$11.7K – – –
PA
190
Parallel Advisors
California
$11K -$239 -3 -2%
IAMOG
191
Investors Asset Management of Georgia
Georgia
$9K +$9.57K +120 New
FHA
192
First Horizon Advisors
Tennessee
$5K – – –
PCG
193
Private Capital Group
Connecticut
$5K – – –
VCM
194
Versant Capital Management
Arizona
$4K – – –
Federated Hermes
195
Federated Hermes
Pennsylvania
$4K +$3.59K +45 New
LC
196
Lindbrook Capital
California
$3K -$319 -4 -10%
TWA
197
TCI Wealth Advisors
Arizona
$3K +$1.36K +17 +63%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$2K +$159 +2 +6%
JWA
199
JFS Wealth Advisors
Pennsylvania
$2K +$558 +7 +44%
DI
200
Disciplined Investments
Oklahoma
$1K +$159 +2 +40%
5 6 7
8
9

MGEE Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2022, worth a combined $1.43B — down 2.9% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 14 closed out — a net gain of 17 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.3M. The largest seller was First Trust Advisors, cutting an estimated $60.5M.

  • 204 institutional investors held MGE Energy Inc (MGEE) as of Q2 2022, up from 193 in Q1 2022.
  • Funds reported $1.43B of MGE Energy Inc stock for Q2 2022, down 2.9% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q2 2022 and 14 closed out, a net change of +17 holders.
  • The largest MGE Energy Inc buyer in Q2 2022 was T. Rowe Price Associates, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q2 2022 was First Trust Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q2 2022.