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MGE Energy Inc

182 hedge funds and large institutions have $1.25B invested in MGE Energy Inc in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

12% more funds holding

Funds holding: 163182 (+19)

0.22% more ownership

Funds ownership: 45.45%45.67% (+0.22%)

1% less capital invested

Capital invested by funds: $1.26B → $1.25B (-$10.9M)

30% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 63

Holders
182
Holders Change
+19
Holders Change %
+11.66%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
44
Reduced
63
Closed
12
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$288M -$851K -11,045 -0.3%
BlackRock
2
BlackRock
New York
$201M +$1.11M +14,388 +0.6%
State Street
3
State Street
Massachusetts
$71.5M +$8.59M +111,478 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$69.6M -$1.33M -17,302 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$61.3M -$2.79M -36,224 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$52.8M +$176K +2,289 +0.3%
First Trust Advisors
7
First Trust Advisors
Illinois
$50.8M +$6.46M +83,882 +15%
SAM
8
Silvercrest Asset Management
New York
$45.2M -$177K -2,297 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$38M +$1.53M +19,845 +4%
Northern Trust
10
Northern Trust
Illinois
$35.9M -$925K -12,008 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$35.2M -$1.08M -14,000 -3%
GF
12
Gabelli Funds
New York
$31.8M -$2.23M -28,900 -7%
Charles Schwab
13
Charles Schwab
California
$21.9M +$341K +4,420 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.1M -$2.28M -29,602 -10%
Wells Fargo
15
Wells Fargo
California
$18.9M +$800K +10,384 +5%
Legal & General Group
16
Legal & General Group
United Kingdom
$14.6M +$3.3M +42,782 +30%
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$14.3M +$403K +5,225 +3%
N
18
Nuveen
North Carolina
$11.1M -$152K -1,974 -1%
Invesco
19
Invesco
Georgia
$7.42M -$1.53M -19,820 -17%
PPA
20
Parametric Portfolio Associates
Washington
$6.99M -$291K -3,776 -4%
Morgan Stanley
21
Morgan Stanley
New York
$6.91M +$3.12M +40,501 +86%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$5.89M +$462K +6,003 +9%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.64M +$76K +986 +1%
Swiss National Bank
24
Swiss National Bank
Switzerland
$5.22M +$84.7K +1,100 +2%
Bank of America
25
Bank of America
North Carolina
$4.76M -$304K -3,946 -6%

MGEE Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2019, worth a combined $1.25B — down 0.87% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 12 closed out — a net gain of 19 holders — while 44 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $8.59M. The largest seller was Millennium Management, exiting entirely with an estimated $6.76M sold.

  • 182 institutional investors held MGE Energy Inc (MGEE) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $1.25B of MGE Energy Inc stock for Q4 2019, down 0.87% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q4 2019 and 12 closed out, a net change of +19 holders.
  • The largest MGE Energy Inc buyer in Q4 2019 was State Street, an estimated $8.59M added.
  • The largest MGE Energy Inc seller in Q4 2019 was Millennium Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2019.