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MGE Energy Inc

207 hedge funds and large institutions have $1.45B invested in MGE Energy Inc in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.24B → $1.45B (+$213M)

4% more funds holding

Funds holding: 199207 (+8)

1.03% more ownership

Funds ownership: 50.62%51.65% (+1%)

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
84
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K +$217 +3 +0.8%
NHT
177
New Hampshire Trust
New Hampshire
$29.7K
PI
178
PineBridge Investments
New York
$25.8K
GI
179
Gradient Investments
Minnesota
$24.2K
MMG
180
Monetary Management Group
Missouri
$23.3K
PCM
181
Perritt Capital Management
Illinois
$23.3K
WT
182
Whittier Trust
California
$21.3K
PA
183
Parallel Advisors
California
$19.2K +$1.38K +19 +8%
MWM
184
Mascoma Wealth Management
New Hampshire
$13.8K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13.2K -$2.75K -38 -18%
TWM
186
Tradition Wealth Management
Minnesota
$13K +$72 +1 +0.6%
BC
187
Bartlett & Co
Ohio
$12K
BCWM
188
Bartlett & Co Wealth Management
Ohio
$11.7K
HNB
189
Huntington National Bank
Ohio
$8.7K +$8.11K +112 New
BIA
190
Bell Investment Advisors
California
$7.69K -$1.09K -15 -13%
ME
191
McIlrath & Eck
Washington
$7.38K +$6.88K +95 New
CAL
192
Capital Advisors Ltd
Ohio
$5K +$1.88K +26 +74%
FHA
193
First Horizon Advisors
Tennessee
$4.97K
VCM
194
Versant Capital Management
Arizona
$3.81K
AF
195
Allworth Financial
California
$3.26K +$1.59K +22 +110%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$2.69K +$18.6K +257 +0.7%
JWA
197
JFS Wealth Advisors
Pennsylvania
$1.71K +$435 +6 +38%
GRP
198
Global Retirement Partners
California
$1.08K +$1.01K +14 New
SFG
199
Steward Financial Group
Texas
$1K +$1.01K +14 +233%
SWM
200
Spire Wealth Management
Virginia
$999 +$941 +13 New

MGEE Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2023, worth a combined $1.45B — up 17% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGEE positions and 17 closed out — a net gain of 9 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.27M. The largest seller was Goldman Sachs, cutting an estimated $4.24M.

  • 207 institutional investors held MGE Energy Inc (MGEE) as of Q1 2023, up from 199 in Q4 2022.
  • Funds reported $1.45B of MGE Energy Inc stock for Q1 2023, up 17% quarter-over-quarter.
  • 26 funds opened new MGE Energy Inc positions in Q1 2023 and 17 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q1 2023 was Susquehanna International Group, an estimated $8.27M added.
  • The largest MGE Energy Inc seller in Q1 2023 was Goldman Sachs, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2023.