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MGE Energy Inc

176 hedge funds and large institutions have $1.05B invested in MGE Energy Inc in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% more ownership

Funds ownership: 45.68%46.39% (+0.71%)

4% less funds holding

Funds holding: 183176 (-7)

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$194M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

31% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 62

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
62
Closed
21
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M +$5.28M +70,725 +2%
BlackRock
2
BlackRock
New York
$165M -$2.47M -33,089 -1%
Victory Capital Management
3
Victory Capital Management
Texas
$99.8M +$55.8M +747,629 +96%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.8M -$54.3K -728 -0.1%
State Street
5
State Street
Massachusetts
$57.7M -$1.9M -25,478 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$47M +$3.64M +48,740 +7%
SAM
7
Silvercrest Asset Management
New York
$38.2M +$681K +9,135 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.8M +$2.58M +34,619 +7%
Northern Trust
9
Northern Trust
Illinois
$30.1M +$290K +3,888 +0.9%
Renaissance Technologies
10
Renaissance Technologies
New York
$29.2M -$63.8K -856 -0.2%
GF
11
Gabelli Funds
New York
$26.4M
Charles Schwab
12
Charles Schwab
California
$18.7M +$560K +7,511 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$16.9M -$670K -8,985 -3%
Wells Fargo
14
Wells Fargo
California
$15.3M -$477K -6,401 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$13.1M +$1.12M +15,064 +8%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$13.1M +$957K +12,830 +7%
N
17
Nuveen
North Carolina
$9.26M +$35.5K +476 +0.3%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.54M +$6.62M +88,717 +336%
Goldman Sachs
19
Goldman Sachs
New York
$6.64M +$3.46M +46,341 +84%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$5.12M +$254K +3,400 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$5.1M +$3.82M +51,262 +193%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.92M +$271K +3,630 +5%
PPA
23
Parametric Portfolio Associates
Washington
$4.77M -$1.18M -15,755 -18%
Swiss National Bank
24
Swiss National Bank
Switzerland
$4.4M +$74.6K +1,000 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$3.75M +$141K +1,893 +3%

MGEE Hedge Fund Activity: Q1 2020 in Review

176 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MGEE and 17 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 43 added.

The largest buyer was Victory Capital Management, adding an estimated $55.8M. The largest seller was First Trust Advisors, cutting an estimated $47M.

  • 176 institutional investors held MGE Energy Inc (MGEE) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $1.05B of MGE Energy Inc stock for Q1 2020, down 16% quarter-over-quarter.
  • 17 funds opened new MGE Energy Inc positions in Q1 2020 and 21 closed out, a net change of -4 holders.
  • The largest MGE Energy Inc buyer in Q1 2020 was Victory Capital Management, an estimated $55.8M added.
  • The largest MGE Energy Inc seller in Q1 2020 was First Trust Advisors, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2020.