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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
GC
201
Guggenheim Capital
Illinois
-$1.16M -14,723 Closed
PCM
202
Poehling Capital Management
Wisconsin
-$1.03M -12,982 Closed
ZIM
203
Zacks Investment Management
Illinois
-$333K -4,209 Closed
SGI
204
Summit Global Investments
Utah
-$308K -3,897 Closed
BP
205
Ballentine Partners
Massachusetts
-$256K -3,241 Closed
Prudential Financial
206
Prudential Financial
New Jersey
-$227K -2,870 Closed
NSAM
207
North Star Asset Management
Wisconsin
-$224K -2,831 Closed
GCM
208
Graham Capital Management
Connecticut
-$223K -2,819 Closed
Mariner
209
Mariner
Kansas
-$215K -2,712 Closed
GVAG
210
Great Valley Advisor Group
Delaware
-$204K -2,580 Closed
Neuberger Berman Group
211
Neuberger Berman Group
New York
-$204K -2,574 Closed
Corient Private Wealth
212
Corient Private Wealth
Florida
-$203K -2,569 Closed
CFA
213
CWS Financial Advisors
Michigan
-$201K -2,541 Closed
Canada Life
214
Canada Life
Manitoba, Canada
-$116K -1,455 Closed
BF
215
BOK Financial
Oklahoma
-$87.2K -1,102 Closed
PI
216
PineBridge Investments
New York
-$26.3K -332 Closed
EWA
217
EverSource Wealth Advisors
Alabama
-$25.8K -326 Closed
2L
218
25 LLC
Missouri
-$546 -7 Closed
BAAM
219
Baker Avenue Asset Management
California
-$475 -6 Closed
DI
220
Disciplined Investments
Oklahoma
-$396 -5 Closed
AW
221
Avion Wealth
Texas
+$607 +8 New

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.