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MGE Energy Inc

198 hedge funds and large institutions have $1.55B invested in MGE Energy Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$99M)

2.43% more ownership

Funds ownership: 51.65%54.08% (+2.4%)

4% less funds holding

Funds holding: 207198 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
67
Reduced
58
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
201
HRT Financial
New York
-$2.46M -31,623 Closed
Citadel Advisors
202
Citadel Advisors
Florida
-$1.69M -21,706 Closed
SG Americas Securities
203
SG Americas Securities
New York
-$1.03M -13,294 Closed
CRC
204
Curi RMB Capital
Illinois
-$466K -6,000 Closed
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
-$321K -4,129 Closed
I
206
InceptionR
California
-$278K -3,579 Closed
CSS
207
Cubist Systematic Strategies
Connecticut
-$273K -3,517 Closed
MIA
208
Milestone Investment Advisors
Wisconsin
-$255K -3,279 Closed
CAN
209
Cetera Advisor Networks
California
-$220K -2,838 Closed
FWA
210
Freedom Wealth Alliance
Wisconsin
-$214K -2,754 Closed
PAMS
211
Pictet Asset Management (Switzerland)
Switzerland
-$207K -2,660 Closed
CMF
212
Counterpoint Mutual Funds
California
-$103K -1,322 Closed
BAM
213
Belpointe Asset Management
Nevada
-$88.1K -1,134 Closed
WP
214
WealthPLAN Partners
Nebraska
-$65.9K -849 Closed
EI
215
Ellevest Inc
New York
-$58.3K -750 Closed
AAS
216
Ameritas Advisory Services
Nebraska
-$49.4K -636 Closed
ASN
217
Advisory Services Network
Georgia
-$43.4K -559 Closed
NHT
218
New Hampshire Trust
New Hampshire
-$29.7K -382 Closed
MWM
219
Mascoma Wealth Management
New Hampshire
-$13.8K -180 Closed
SFG
220
Steward Financial Group
Texas
-$1K -20 Closed
SC
221
Schubert & Co
Texas
-$855 -11 Closed
TWA
222
TCI Wealth Advisors
Arizona
-$156 -2 Closed

MGEE Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MGEE and 16 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $70.1M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.55B of MGE Energy Inc stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q2 2023 was First Trust Advisors, an estimated $70.1M added.
  • The largest MGE Energy Inc seller in Q2 2023 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.