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MGE Energy Inc

199 hedge funds and large institutions have $1.24B invested in MGE Energy Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.9M)

1% more funds holding

Funds holding: 198199 (+1)

0.18% less ownership

Funds ownership: 50.8%50.62% (-0.18%)

Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$292M +$9.55M +139,021 +3%
BlackRock
2
BlackRock
New York
$197M +$6.8M +99,012 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$188M +$15.3M +222,061 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$75.8M -$3.95M -57,514 -5%
State Street
5
State Street
Massachusetts
$70.3M +$763K +11,102 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$48.2M +$1.82M +26,475 +4%
Goldman Sachs
7
Goldman Sachs
New York
$41.5M -$5.36M -78,050 -12%
Northern Trust
8
Northern Trust
Illinois
$30.2M +$78.7K +1,146 +0.3%
SAM
9
Silvercrest Asset Management
New York
$28M -$874K -12,718 -3%
GF
10
Gabelli Funds
New York
$27.9M
Charles Schwab
11
Charles Schwab
California
$25M +$516K +7,506 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.4M -$4.25M -61,824 -18%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$14.6M -$573K -8,343 -4%
N
14
Nuveen
North Carolina
$14.2M -$152K -2,211 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$11.1M -$6.6K -96 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$9.2M -$582K -8,475 -6%
Swiss National Bank
17
Swiss National Bank
Switzerland
$6.14M +$103K +1,500 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.94M +$929K +13,525 +24%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$4.41M +$97.9K +1,425 +2%
HI
20
Harbour Investments
Wisconsin
$4.33M +$524K +7,621 +14%
Invesco
21
Invesco
Georgia
$4.26M -$1.42M -20,660 -25%
Deutsche Bank
22
Deutsche Bank
Germany
$4.1M +$45.3K +660 +1%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.06M +$494K +7,187 +14%
Bank of America
24
Bank of America
North Carolina
$4.03M +$366K +5,321 +10%
ZP
25
Zimmer Partners
New York
$3.94M +$1.71M +24,900 +80%

MGEE Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2022, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 19 closed out — a net gain of 3 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $8.95M.

  • 199 institutional investors held MGE Energy Inc (MGEE) as of Q4 2022, up from 198 in Q3 2022.
  • Funds reported $1.24B of MGE Energy Inc stock for Q4 2022, up 2.4% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2022 and 19 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q4 2022 was Millennium Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2022.