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MGE Energy Inc

177 hedge funds and large institutions have $1.27B invested in MGE Energy Inc in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 173177 (+4)

1.09% more ownership

Funds ownership: 48.35%49.44% (+1.1%)

4% more capital invested

Capital invested by funds: $1.22B → $1.27B (+$50.2M)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $14K | Put options by funds: $585K

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
51
Reduced
50
Closed
15
Calls
$14K
Puts
$585K
Net Calls
-$571K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$271M +$12.2M +181,690 +5%
BlackRock
2
BlackRock
New York
$202M +$10.2M +151,819 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$126M +$14.5M +215,433 +14%
First Trust Advisors
4
First Trust Advisors
Illinois
$59.1M +$3.33M +49,383 +6%
State Street
5
State Street
Massachusetts
$56.5M -$727K -10,794 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.8M -$2.09M -31,082 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$53.3M -$706K -10,484 -1%
Goldman Sachs
8
Goldman Sachs
New York
$43.9M +$1.77M +26,223 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$43.7M +$2.66M +39,438 +7%
SAM
10
Silvercrest Asset Management
New York
$38.8M -$4.56M -67,669 -11%
ZP
11
Zimmer Partners
New York
$32.7M -$4.46M -66,209 -13%
Northern Trust
12
Northern Trust
Illinois
$29.3M -$2.04M -30,344 -7%
GF
13
Gabelli Funds
New York
$28.8M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.8M -$55.8K -828 -0.3%
Charles Schwab
15
Charles Schwab
California
$21.6M +$692K +10,276 +4%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$20.8M +$908K +13,488 +5%
Legal & General Group
17
Legal & General Group
United Kingdom
$16.4M +$439K +6,516 +3%
N
18
Nuveen
North Carolina
$11.1M -$173K -2,576 -2%
HI
19
Harbour Investments
Wisconsin
$8.17M +$7.71M +114,501 New
JP Morgan Chase
20
JP Morgan Chase
New York
$6.95M +$132K +1,957 +2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$5.9M +$47.1K +700 +0.9%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$5.83M -$1.03M -15,340 -16%
Bank of America
23
Bank of America
North Carolina
$5.56M +$1.55M +22,985 +42%
PPA
24
Parametric Portfolio Associates
Washington
$5.31M +$917K +13,616 +22%
Morgan Stanley
25
Morgan Stanley
New York
$5.07M -$3.43M -50,892 -42%

MGEE Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2021, worth a combined $1.27B — up 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MGEE positions and 15 closed out — a net gain of 6 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $14.5M. The largest seller was Wells Fargo, cutting an estimated $5.34M.

  • 177 institutional investors held MGE Energy Inc (MGEE) as of Q1 2021, up from 173 in Q4 2020.
  • Funds reported $1.27B of MGE Energy Inc stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q1 2021 and 15 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q1 2021 was T. Rowe Price Associates, an estimated $14.5M added.
  • The largest MGE Energy Inc seller in Q1 2021 was Wells Fargo, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2021.