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MGE Energy Inc

204 hedge funds and large institutions have $1.43B invested in MGE Energy Inc in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

6% more funds holding

Funds holding: 193204 (+11)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.34% less ownership

Funds ownership: 51%50.66% (-0.34%)

3% less capital invested

Capital invested by funds: $1.47B → $1.43B (-$42.3M)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
61
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$310M +$5.26M +65,944 +2%
BlackRock
2
BlackRock
New York
$210M +$5.71M +71,562 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$180M +$15.3M +191,995 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$98.3M +$7.22M +90,529 +8%
State Street
5
State Street
Massachusetts
$77.4M +$926K +11,618 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58M +$20.2K +253 +0%
Goldman Sachs
7
Goldman Sachs
New York
$54.1M -$8.74M -109,657 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50.8M -$1.03M -12,867 -2%
SAM
9
Silvercrest Asset Management
New York
$34.2M -$1.03M -12,869 -3%
Northern Trust
10
Northern Trust
Illinois
$33.5M -$182K -2,282 -0.5%
GF
11
Gabelli Funds
New York
$30.9M -$79.7K -1,000 -0.3%
Charles Schwab
12
Charles Schwab
California
$26.4M +$79.7K +999 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$26M -$438K -5,493 -2%
Royal London Asset Management
14
Royal London Asset Management
United Kingdom
$17.7M -$433K -5,425 -2%
Legal & General Group
15
Legal & General Group
United Kingdom
$15.8M -$2.11M -26,432 -12%
N
16
Nuveen
North Carolina
$15.2M +$668K +8,373 +4%
Morgan Stanley
17
Morgan Stanley
New York
$12.8M +$5.25M +65,882 +67%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$7.15M +$7.33M +91,923 New
Swiss National Bank
19
Swiss National Bank
Switzerland
$6.65M
Invesco
20
Invesco
Georgia
$6.5M +$1.7M +21,269 +34%
Millennium Management
21
Millennium Management
New York
$6.08M +$6.02M +75,434 +2,819%
HF
22
HRT Financial
New York
$5.25M +$4.83M +60,633 +889%
UBS AM
23
UBS AM
Illinois
$5.18M -$119K -1,492 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$4.77M -$235K -2,952 -5%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$4.5M +$16.7K +209 +0.4%

MGEE Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2022, worth a combined $1.43B — down 2.9% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MGEE positions and 14 closed out — a net gain of 17 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.3M. The largest seller was First Trust Advisors, cutting an estimated $60.5M.

  • 204 institutional investors held MGE Energy Inc (MGEE) as of Q2 2022, up from 193 in Q1 2022.
  • Funds reported $1.43B of MGE Energy Inc stock for Q2 2022, down 2.9% quarter-over-quarter.
  • 31 funds opened new MGE Energy Inc positions in Q2 2022 and 14 closed out, a net change of +17 holders.
  • The largest MGE Energy Inc buyer in Q2 2022 was T. Rowe Price Associates, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q2 2022 was First Trust Advisors, an estimated $60.5M sold.

Based on aggregated 13F filings for Q2 2022.