We are live on ! Find out more
MGEE icon

MGE Energy Inc

167 hedge funds and large institutions have $1.07B invested in MGE Energy Inc in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 163167 (+4)

0.57% more ownership

Funds ownership: 46.69%47.25% (+0.57%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$19M)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
46
Reduced
47
Closed
15
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$221M -$8.78M -135,459 -4%
BlackRock
2
BlackRock
New York
$159M -$516K -7,962 -0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$87.9M +$11.6M +179,495 +15%
First Trust Advisors
4
First Trust Advisors
Illinois
$53.9M +$7.21M +111,231 +15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$52M -$1.86M -28,766 -3%
ZP
6
Zimmer Partners
New York
$49.4M +$4.57M +70,511 +10%
State Street
7
State Street
Massachusetts
$48.6M -$3.67M -56,601 -7%
Victory Capital Management
8
Victory Capital Management
Texas
$46.6M +$11.5M +177,131 +31%
SAM
9
Silvercrest Asset Management
New York
$36.9M -$544K -8,389 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.4M -$162K -2,493 -0.5%
Northern Trust
11
Northern Trust
Illinois
$28.8M -$668K -10,302 -2%
GF
12
Gabelli Funds
New York
$25.3M
Goldman Sachs
13
Goldman Sachs
New York
$25M +$362K +5,583 +1%
Charles Schwab
14
Charles Schwab
California
$18M -$135K -2,088 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.1M -$481K -7,424 -3%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$15.6M +$2.07M +32,017 +15%
Renaissance Technologies
17
Renaissance Technologies
New York
$14.3M -$2.43M -37,500 -14%
Legal & General Group
18
Legal & General Group
United Kingdom
$14.1M +$1.08M +16,645 +8%
Wells Fargo
19
Wells Fargo
California
$10.1M -$4.44M -68,451 -30%
N
20
Nuveen
North Carolina
$9.71M +$1.36M +20,934 +16%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$5.17M +$338K +5,223 +7%
Swiss National Bank
22
Swiss National Bank
Switzerland
$5.13M +$298K +4,600 +6%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.41M -$422K -6,519 -8%
PPA
24
Parametric Portfolio Associates
Washington
$4.08M -$64.1K -990 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$4.01M +$119K +1,842 +3%

MGEE Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2020, worth a combined $1.07B — down 1.7% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MGEE positions and 15 closed out — a net gain of 4 holders — while 46 added to existing stakes and 47 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.6M. The largest seller was Vanguard Group, cutting an estimated $8.78M.

  • 167 institutional investors held MGE Energy Inc (MGEE) as of Q3 2020, up from 163 in Q2 2020.
  • Funds reported $1.07B of MGE Energy Inc stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 19 funds opened new MGE Energy Inc positions in Q3 2020 and 15 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q3 2020 was T. Rowe Price Associates, an estimated $11.6M added.
  • The largest MGE Energy Inc seller in Q3 2020 was Vanguard Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q3 2020.