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MGE Energy Inc

198 hedge funds and large institutions have $1.21B invested in MGE Energy Inc in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

3% less funds holding

Funds holding: 204198 (-6)

15% less capital invested

Capital invested by funds: $1.43B → $1.21B (-$220M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
198
Holders Change
-6
Holders Change %
-2.94%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$263M +$2.12M +27,071 +0.7%
BlackRock
2
BlackRock
New York
$177M -$249K -3,173 -0.1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$160M +$191M +2,441,443 New
Victory Capital Management
4
Victory Capital Management
Texas
$74.4M -$10.1M -129,022 -10%
State Street
5
State Street
Massachusetts
$64.8M -$606K -7,728 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$49.1M +$267K +3,412 +0.5%
Goldman Sachs
7
Goldman Sachs
New York
$43.8M -$2.17M -27,621 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.2M +$481K +6,137 +0.9%
Northern Trust
9
Northern Trust
Illinois
$28.1M -$219K -2,791 -0.6%
SAM
10
Silvercrest Asset Management
New York
$26.9M -$2.34M -29,799 -7%
GF
11
Gabelli Funds
New York
$26.1M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.1M +$1.39M +17,740 +5%
Charles Schwab
13
Charles Schwab
California
$22.9M +$660K +8,422 +2%
Royal London Asset Management
14
Royal London Asset Management
United Kingdom
$14.2M -$899K -11,473 -5%
N
15
Nuveen
North Carolina
$13.4M +$758K +9,665 +5%
Millennium Management
16
Millennium Management
New York
$12M +$8.26M +105,418 +135%
Legal & General Group
17
Legal & General Group
United Kingdom
$10.3M -$3.53M -45,055 -22%
Morgan Stanley
18
Morgan Stanley
New York
$9.13M -$1.98M -25,221 -15%
Swiss National Bank
19
Swiss National Bank
Switzerland
$5.63M +$23.5K +300 +0.4%
Invesco
20
Invesco
Georgia
$5.33M -$189K -2,412 -3%
CSS
21
Cubist Systematic Strategies
Connecticut
$4.35M +$707K +9,023 +16%
HI
22
Harbour Investments
Wisconsin
$4.2M
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.02M +$265K +3,386 +6%
Deutsche Bank
24
Deutsche Bank
Germany
$3.78M -$293K -3,741 -6%
UBS AM
25
UBS AM
Illinois
$3.77M -$709K -9,042 -14%

MGEE Hedge Fund Activity: Q3 2022 in Review

198 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2022, worth a combined $1.21B — down 15% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MGEE and 21 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 65 added.

The largest buyer was Millennium Management, adding an estimated $8.26M. The largest seller was T. Rowe Price Associates, cutting an estimated $179M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q3 2022, down from 204 in Q2 2022.
  • Funds reported $1.21B of MGE Energy Inc stock for Q3 2022, down 15% quarter-over-quarter.
  • 21 funds opened new MGE Energy Inc positions in Q3 2022 and 26 closed out, a net change of -5 holders.
  • The largest MGE Energy Inc buyer in Q3 2022 was Millennium Management, an estimated $8.26M added.
  • The largest MGE Energy Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2022.