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MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$10.3K
PA
177
Parallel Advisors
California
$10.1K -$7.96K -105 -42%
BC
178
Bartlett & Co
Ohio
$10K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$8.91K
NMG
180
New Millennium Group
Utah
$7.67K +$8.49K +112 New
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$6.58K +$7.28K +96 New
ME
182
McIlrath & Eck
Washington
$6.51K
HNB
183
Huntington National Bank
Ohio
$5.82K -$10.3K -136 -62%
WTG
184
West Tower Group
Virginia
$5.82K +$6.45K +85 New
BIA
185
Bell Investment Advisors
California
$5.34K -$2.05K -27 -26%
FHA
186
First Horizon Advisors
Tennessee
$4.38K
VCM
187
Versant Capital Management
Arizona
$3.36K -$1.29K -17 -26%
AF
188
Allworth Financial
California
$3.08K +$228 +3 +7%
CAL
189
Capital Advisors Ltd
Ohio
$3K -$1.44K -19 -31%
GWS
190
Glassman Wealth Services
Virginia
$2.19K +$2.43K +32 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$455 +6 +26%
MFG
192
Mendota Financial Group
Wisconsin
$1.92K
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$1.55K +$1.75K +23 New
SFG
194
Steward Financial Group
Texas
$1K +$1.21K +16 New
GRP
195
Global Retirement Partners
California
$971
JWA
196
JFS Wealth Advisors
Pennsylvania
$891 -$531 -7 -35%
SWM
197
Spire Wealth Management
Virginia
$881
SIC
198
SJS Investment Consulting
Ohio
$480
CFGS
199
Concourse Financial Group Securities
Alabama
$411 +$152 +2 +50%
FFA
200
Farther Finance Advisors
California
$206

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.