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MGE Energy Inc

180 hedge funds and large institutions have $1.33B invested in MGE Energy Inc in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 172180 (+8)

0.13% more ownership

Funds ownership: 49.9%50.02% (+0.13%)

1% less capital invested

Capital invested by funds: $1.34B → $1.33B (-$11.6M)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
53
Reduced
54
Closed
7
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$284M +$2.97M +37,911 +1%
BlackRock
2
BlackRock
New York
$193M -$5.26M -67,214 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$142M +$10.5M +133,951 +7%
Victory Capital Management
4
Victory Capital Management
Texas
$71.2M +$1.86M +23,796 +3%
State Street
5
State Street
Massachusetts
$61.8M +$1.42M +18,175 +2%
Goldman Sachs
6
Goldman Sachs
New York
$59.6M -$2.3M -29,446 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$59M -$1.08M -13,832 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.3M -$329K -4,203 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$45.2M -$2.28M -29,120 -5%
SAM
10
Silvercrest Asset Management
New York
$38.9M +$87.3K +1,116 +0.2%
Northern Trust
11
Northern Trust
Illinois
$33.2M +$4.57M +58,434 +15%
GF
12
Gabelli Funds
New York
$29.5M -$78.3K -1,000 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.8M +$801K +10,237 +3%
Charles Schwab
14
Charles Schwab
California
$23.4M +$454K +5,800 +2%
ZP
15
Zimmer Partners
New York
$22.1M -$9.33M -119,208 -28%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$20.8M +$169K +2,162 +0.8%
Legal & General Group
17
Legal & General Group
United Kingdom
$17.4M +$1.18M +15,046 +7%
N
18
Nuveen
North Carolina
$11.4M -$660K -8,436 -5%
Morgan Stanley
19
Morgan Stanley
New York
$8.03M -$779K -9,947 -8%
HI
20
Harbour Investments
Wisconsin
$7.88M +$160K +2,049 +2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$5.86M
PPA
22
Parametric Portfolio Associates
Washington
$5.54M +$47.4K +606 +0.8%
Deutsche Bank
23
Deutsche Bank
Germany
$4.81M -$52.4K -669 -1%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$4.63M -$309K -3,948 -6%
Invesco
25
Invesco
Georgia
$4.47M -$224K -2,868 -5%

MGEE Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2021, worth a combined $1.33B — down 0.87% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MGEE positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 54 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $10.5M. The largest seller was Zimmer Partners, cutting an estimated $9.33M.

  • 180 institutional investors held MGE Energy Inc (MGEE) as of Q3 2021, up from 172 in Q2 2021.
  • Funds reported $1.33B of MGE Energy Inc stock for Q3 2021, down 0.87% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q3 2021 and 7 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $10.5M added.
  • The largest MGE Energy Inc seller in Q3 2021 was Zimmer Partners, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.