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MGE Energy Inc
MGEE

172 hedge funds and large institutions have $1.34B invested in MGE Energy Inc in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$68M)

0.46% more ownership

Funds ownership: 49.44% → 49.9% (+0.46%)

3% less funds holding

Funds holding: 177 → 172 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
67
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$16.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.8M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.48M
5
State Street
State Street
Massachusetts
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.74M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$4.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.7M
4
ZP
Zimmer Partners
New York
-$2.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$284M +$2.22M +29,842 +0.8%
BlackRock
2
BlackRock
New York
$201M -$9.74M -130,603 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$134M +$2.21M +29,604 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$70.4M +$14.8M +198,509 +27%
Goldman Sachs
5
Goldman Sachs
New York
$62.5M +$16.7M +224,635 +37%
State Street
6
State Street
Massachusetts
$61.3M +$2.33M +31,213 +4%
First Trust Advisors
7
First Trust Advisors
Illinois
$60.8M -$833K -11,174 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$55.3M -$2.78M -37,244 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$47.9M +$2.31M +30,979 +5%
SAM
10
Silvercrest Asset Management
New York
$39.4M -$1.11M -14,941 -3%
ZP
11
Zimmer Partners
New York
$31.2M -$2.92M -39,194 -9%
GF
12
Gabelli Funds
New York
$29.9M -$112K -1,500 -0.4%
Northern Trust
13
Northern Trust
Illinois
$29.3M -$1.23M -16,451 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.4M +$590K +7,919 +2%
Charles Schwab
15
Charles Schwab
California
$23.3M +$798K +10,703 +4%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$20.9M -$756K -10,142 -3%
Legal & General Group
17
Legal & General Group
United Kingdom
$16.5M -$612K -8,204 -4%
N
18
Nuveen
North Carolina
$11.7M +$98K +1,315 +0.8%
Morgan Stanley
19
Morgan Stanley
New York
$8.88M +$3.59M +48,210 +68%
HI
20
Harbour Investments
Wisconsin
$7.83M -$696K -9,338 -8%
Swiss National Bank
21
Swiss National Bank
Switzerland
$5.94M -$216K -2,900 -4%
PPA
22
Parametric Portfolio Associates
Washington
$5.56M +$25.5K +342 +0.5%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.99M -$144K -1,935 -3%
Deutsche Bank
24
Deutsche Bank
Germany
$4.92M -$196K -2,633 -4%
Invesco
25
Invesco
Georgia
$4.74M +$953K +12,785 +25%
1
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MGEE Hedge Fund Activity: Q2 2021 in Review

172 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2021, worth a combined $1.34B — up 5.3% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MGEE and 13 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 43 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $9.74M.

  • 172 institutional investors held MGE Energy Inc (MGEE) as of Q2 2021, down from 177 in Q1 2021.
  • Funds reported $1.34B of MGE Energy Inc stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 13 funds opened new MGE Energy Inc positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q2 2021 was Goldman Sachs, an estimated $16.7M added.
  • The largest MGE Energy Inc seller in Q2 2021 was BlackRock, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2021.