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MGE Energy Inc
MGEE

163 hedge funds and large institutions have $1.09B invested in MGE Energy Inc in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.05B → $1.09B (+$35.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0.3% more ownership

Funds ownership: 46.38% → 46.69% (+0.3%)

7% less funds holding

Funds holding: 175 → 163 (-12)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
163
Holders Change
-12
Holders Change %
-6.86%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
52
Closed
26
Calls
$271K
Puts
–
Net Calls
+$271K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$47.9M
2
ZP
Zimmer Partners
New York
+$46.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33M
4
Goldman Sachs
Goldman Sachs
New York
+$19.1M
5
BlackRock
BlackRock
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$237M -$3.63M -55,589 -1%
BlackRock
2
BlackRock
New York
$165M +$2.33M +35,695 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$78.9M +$33M +505,435 +70%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55.4M -$1.57M -23,994 -3%
State Street
5
State Street
Massachusetts
$53.7M -$3.22M -49,353 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$48.3M +$47.9M +733,714 +4,958%
ZP
7
Zimmer Partners
New York
$46.3M +$46.8M +717,590 New
SAM
8
Silvercrest Asset Management
New York
$38.5M +$907K +13,900 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$36.6M -$62.6M -958,239 -63%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.6M +$1.25M +19,187 +4%
Northern Trust
11
Northern Trust
Illinois
$30.3M +$713K +10,915 +2%
GF
12
Gabelli Funds
New York
$26M – – –
Goldman Sachs
13
Goldman Sachs
New York
$25.4M +$19.1M +292,025 +288%
Charles Schwab
14
Charles Schwab
California
$18.7M +$296K +4,529 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$17.2M -$11.7M -179,800 -40%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17.1M +$426K +6,530 +3%
Wells Fargo
17
Wells Fargo
California
$14.8M -$247K -3,776 -2%
Royal London Asset Management
18
Royal London Asset Management
United Kingdom
$13.9M +$1.56M +23,899 +12%
Legal & General Group
19
Legal & General Group
United Kingdom
$13.5M +$546K +8,368 +4%
N
20
Nuveen
North Carolina
$8.64M -$486K -7,438 -5%
Swiss National Bank
21
Swiss National Bank
Switzerland
$4.99M +$659K +10,100 +15%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$4.99M -$54.2K -830 -1%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.96M +$107K +1,634 +2%
PPA
24
Parametric Portfolio Associates
Washington
$4.26M -$447K -6,842 -9%
Deutsche Bank
25
Deutsche Bank
Germany
$4.01M +$326K +4,998 +9%
1
2 3 4 5

MGEE Hedge Fund Activity: Q2 2020 in Review

163 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2020, worth a combined $1.09B — up 3.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 14 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was First Trust Advisors, adding an estimated $47.9M. The largest seller was Victory Capital Management, cutting an estimated $62.6M.

  • 163 institutional investors held MGE Energy Inc (MGEE) as of Q2 2020, down from 175 in Q1 2020.
  • Funds reported $1.09B of MGE Energy Inc stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 14 funds opened new MGE Energy Inc positions in Q2 2020 and 26 closed out, a net change of -12 holders.
  • The largest MGE Energy Inc buyer in Q2 2020 was First Trust Advisors, an estimated $47.9M added.
  • The largest MGE Energy Inc seller in Q2 2020 was Victory Capital Management, an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2020.