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MGE Energy Inc
MGEE

183 hedge funds and large institutions have $1.49B invested in MGE Energy Inc in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 46

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$165M)

2% more funds holding

Funds holding: 180 → 183 (+3)

0.35% more ownership

Funds ownership: 50.02% → 50.37% (+0.35%)

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
66
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.21M
3
SG Americas Securities
SG Americas Securities
New York
+$3.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$14.4M
2
HI
Harbour Investments
Wisconsin
-$4.38M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.73M
4
ECM
ExodusPoint Capital Management
New York
-$2.18M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$320M +$2.43M +31,659 +0.8%
BlackRock
2
BlackRock
New York
$227M +$10.2M +132,622 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$156M -$2.73M -35,490 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$81.1M +$1.27M +16,580 +2%
State Street
5
State Street
Massachusetts
$69.9M +$685K +8,921 +1%
Goldman Sachs
6
Goldman Sachs
New York
$67.2M +$540K +7,029 +0.9%
First Trust Advisors
7
First Trust Advisors
Illinois
$66.4M +$362K +4,708 +0.6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$60.2M -$494K -6,435 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.8M +$2.13M +27,762 +5%
SAM
10
Silvercrest Asset Management
New York
$41.6M -$1.51M -19,662 -4%
Northern Trust
11
Northern Trust
Illinois
$36.5M -$596K -7,766 -2%
GF
12
Gabelli Funds
New York
$33M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27.5M -$276K -3,597 -1%
Charles Schwab
14
Charles Schwab
California
$27M +$741K +9,653 +3%
Royal London Asset Management
15
Royal London Asset Management
United Kingdom
$21.5M -$1.67M -21,766 -8%
Legal & General Group
16
Legal & General Group
United Kingdom
$20.4M +$885K +11,526 +5%
N
17
Nuveen
North Carolina
$11.3M -$852K -11,094 -7%
ZP
18
Zimmer Partners
New York
$9.25M -$14.4M -187,500 -63%
Morgan Stanley
19
Morgan Stanley
New York
$7.41M -$1.47M -19,195 -18%
JP Morgan Chase
20
JP Morgan Chase
New York
$6.64M +$4.21M +54,844 +212%
Swiss National Bank
21
Swiss National Bank
Switzerland
$6.56M – – –
PPA
22
Parametric Portfolio Associates
Washington
$6.36M +$150K +1,947 +3%
Deutsche Bank
23
Deutsche Bank
Germany
$5.46M +$75.2K +979 +1%
SG Americas Securities
24
SG Americas Securities
New York
$5.37M +$3.57M +46,481 +248%
Invesco
25
Invesco
Georgia
$5.34M +$315K +4,105 +7%
1
2 3 4 5

MGEE Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2021, worth a combined $1.49B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGEE positions and 14 closed out — a net gain of 6 holders — while 66 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was Zimmer Partners, cutting an estimated $14.4M.

  • 183 institutional investors held MGE Energy Inc (MGEE) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.49B of MGE Energy Inc stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new MGE Energy Inc positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest MGE Energy Inc buyer in Q4 2021 was BlackRock, an estimated $10.2M added.
  • The largest MGE Energy Inc seller in Q4 2021 was Zimmer Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.