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MGE Energy Inc

193 hedge funds and large institutions have $1.47B invested in MGE Energy Inc in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

5% more funds holding

Funds holding: 183193 (+10)

0.63% more ownership

Funds ownership: 50.37%51% (+0.63%)

2% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$26.3M)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
61
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$312M +$1.47M +19,371 +0.5%
BlackRock
2
BlackRock
New York
$210M -$10.2M -134,063 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$169M +$17.5M +230,268 +12%
Victory Capital Management
4
Victory Capital Management
Texas
$93.1M +$14.2M +186,113 +19%
State Street
5
State Street
Massachusetts
$78.4M +$10.1M +133,267 +16%
Goldman Sachs
6
Goldman Sachs
New York
$64.2M -$993K -13,055 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$63.9M -$577K -7,586 -0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$59.4M +$945K +12,427 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$53.1M +$1.74M +22,882 +4%
SAM
10
Silvercrest Asset Management
New York
$36.1M -$4.38M -57,565 -11%
Northern Trust
11
Northern Trust
Illinois
$34.5M -$877K -11,531 -3%
GF
12
Gabelli Funds
New York
$31.8M -$228K -3,000 -0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27.1M +$389K +5,115 +2%
Charles Schwab
14
Charles Schwab
California
$27M +$814K +10,699 +3%
Royal London Asset Management
15
Royal London Asset Management
United Kingdom
$18.6M -$2.16M -28,457 -11%
Legal & General Group
16
Legal & General Group
United Kingdom
$18.3M -$1.46M -19,185 -8%
N
17
Nuveen
North Carolina
$14.6M +$3.7M +48,661 +35%
ZP
18
Zimmer Partners
New York
$10.9M +$1.82M +23,900 +21%
Morgan Stanley
19
Morgan Stanley
New York
$7.86M +$639K +8,403 +9%
Swiss National Bank
20
Swiss National Bank
Switzerland
$6.82M +$433K +5,700 +7%
PPA
21
Parametric Portfolio Associates
Washington
$6.24M +$67.3K +885 +1%
UBS AM
22
UBS AM
Illinois
$5.43M +$1.05M +13,839 +26%
Deutsche Bank
23
Deutsche Bank
Germany
$5.13M -$166K -2,181 -3%
Invesco
24
Invesco
Georgia
$4.97M -$196K -2,584 -4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$4.6M -$340K -4,475 -7%

MGEE Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2022, worth a combined $1.47B — down 1.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 7 closed out — a net gain of 15 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $17.5M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 193 institutional investors held MGE Energy Inc (MGEE) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $1.47B of MGE Energy Inc stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q1 2022 and 7 closed out, a net change of +15 holders.
  • The largest MGE Energy Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $17.5M added.
  • The largest MGE Energy Inc seller in Q1 2022 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.