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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
SC
201
Schubert & Co
Texas
$1K +$558 +7 +140%
SWM
202
Spire Wealth Management
Virginia
$1K +$1.04K +13 New
ZP
203
Zimmer Partners
New York
– -$10.9M -136,400 Closed
ZIM
204
Zacks Investment Management
Illinois
– -$990K -12,407 Closed
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
– -$833K -10,397 Closed
Arrowstreet Capital
206
Arrowstreet Capital
Massachusetts
– -$463K -5,804 Closed
OSIA
207
O'Shares Investment Advisers
Massachusetts
– -$399K -5,004 Closed
CAN
208
Cetera Advisor Networks
California
– -$277K -3,476 Closed
HSBC Holdings
209
HSBC Holdings
United Kingdom
– -$241K -3,006 Closed
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
– -$234K -2,928 Closed
BG
211
Bollard Group
Massachusetts
– -$58K -729 Closed
Jones Financial Companies
212
Jones Financial Companies
Missouri
– -$6K -72 Closed
MCM
213
Manchester Capital Management
Vermont
– -$5K -60 Closed
Lazard Asset Management
214
Lazard Asset Management
New York
– -$4K -57 Closed
CI
215
Cordant Inc
Oregon
– -$1K -10 Closed
GWS
216
Glassman Wealth Services
Virginia
– +$319 +4 New
SFG
217
Steward Financial Group
Texas
– +$478 +6 New
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.