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MGE Energy Inc
MGEE

198 hedge funds and large institutions have $1.21B invested in MGE Energy Inc in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

0.14% more ownership

Funds ownership: 50.66% → 50.8% (+0.14%)

3% less funds holding

Funds holding: 204 → 198 (-6)

15% less capital invested

Capital invested by funds: $1.43B → $1.21B (-$220M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
198
Holders Change
-6
Holders Change %
-2.94%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
65
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$8.26M
2
ZP
Zimmer Partners
New York
+$2.44M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.12M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.73M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$179M
2
Victory Capital Management
Victory Capital Management
Texas
-$10.1M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.15M
4
Legal & General Group
Legal & General Group
United Kingdom
-$3.53M
5
SAM
Silvercrest Asset Management
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$20K -$7.06K -90 -23%
GI
177
Gradient Investments
Minnesota
$20K – – –
MMG
178
Monetary Management Group
Missouri
$20K – – –
WT
179
Whittier Trust
California
$18K – – –
HWMA
180
Heritage Wealth Management (Arizona)
Arizona
$13K – – –
MWM
181
Mascoma Wealth Management
New Hampshire
$12K – – –
BC
182
Bartlett & Co
Ohio
$10K – – –
BCWM
183
Bartlett & Co Wealth Management
Ohio
$9.85K – – –
PA
184
Parallel Advisors
California
$8K -$549 -7 -5%
IAMOG
185
Investors Asset Management of Georgia
Georgia
$8K – – –
TWA
186
TCI Wealth Advisors
Arizona
$7K +$4.39K +56 +127%
FHA
187
First Horizon Advisors
Tennessee
$4K – – –
CIM
188
Contravisory Investment Management
Massachusetts
$4K +$4.55K +58 New
VCM
189
Versant Capital Management
Arizona
$3K – – –
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$2K -$78 -1 -3%
LC
191
Lindbrook Capital
California
$2K +$78 +1 +3%
AF
192
Allworth Financial
California
$2K +$1.88K +24 New
BIA
193
Bell Investment Advisors
California
$1K -$18.5K -236 -94%
JWA
194
JFS Wealth Advisors
Pennsylvania
$1K -$470 -6 -26%
SC
195
Schubert & Co
Texas
$1K -$78 -1 -8%
SWM
196
Spire Wealth Management
Virginia
$1K – – –
Adage Capital Partners
197
Adage Capital Partners
Massachusetts
– -$7.15M -91,923 Closed
E
198
Ergoteles
New York
– -$1.93M -24,733 Closed
Marshall Wace
199
Marshall Wace
United Kingdom
– -$1.74M -22,372 Closed
Squarepoint
200
Squarepoint
New York
– -$751K -9,650 Closed
5 6 7
8
9

MGEE Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2022, worth a combined $1.21B — down 15% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was Millennium Management, adding an estimated $8.26M. The largest seller was T. Rowe Price Associates, cutting an estimated $179M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $1.21B of MGE Energy Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q3 2022 was Millennium Management, an estimated $8.26M added.
  • The largest MGE Energy Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2022.