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MGE Energy Inc

207 hedge funds and large institutions have $1.45B invested in MGE Energy Inc in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.24B → $1.45B (+$213M)

4% more funds holding

Funds holding: 199207 (+8)

1.03% more ownership

Funds ownership: 50.62%51.65% (+1%)

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
84
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$326M +$4.33M +59,794 +1%
BlackRock
2
BlackRock
New York
$217M -$515K -7,113 -0.3%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$207M +$247K +3,417 +0.1%
Victory Capital Management
4
Victory Capital Management
Texas
$84.3M +$698K +9,640 +0.9%
State Street
5
State Street
Massachusetts
$75.5M -$1.88M -26,025 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58.4M +$290K +4,002 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55.9M +$2.54M +35,098 +5%
Goldman Sachs
8
Goldman Sachs
New York
$41.2M -$4.24M -58,516 -10%
Northern Trust
9
Northern Trust
Illinois
$33.1M -$237K -3,275 -0.8%
GF
10
Gabelli Funds
New York
$30.8M -$36.2K -500 -0.1%
SAM
11
Silvercrest Asset Management
New York
$30M -$813K -11,230 -3%
Charles Schwab
12
Charles Schwab
California
$27.7M +$79.7K +1,100 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.5M -$39.6K -547 -0.2%
N
14
Nuveen
North Carolina
$18.3M +$2.45M +33,864 +17%
Royal London Asset Management
15
Royal London Asset Management
United Kingdom
$17.1M +$921K +12,722 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$13.7M +$7.71M +106,394 +152%
Morgan Stanley
17
Morgan Stanley
New York
$12.3M +$2M +27,627 +21%
Legal & General Group
18
Legal & General Group
United Kingdom
$12.3M +$41.2K +569 +0.4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$9.21M +$8.27M +114,253 +2,625%
Swiss National Bank
20
Swiss National Bank
Switzerland
$6.06M -$666K -9,200 -11%
Millennium Management
21
Millennium Management
New York
$5.38M +$1.16M +15,966 +30%
Invesco
22
Invesco
Georgia
$5.06M +$336K +4,638 +8%
Bank of America
23
Bank of America
North Carolina
$5.02M +$528K +7,289 +13%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$4.93M +$52.4K +724 +1%
HI
25
Harbour Investments
Wisconsin
$4.81M +$28.8K +397 +0.6%

MGEE Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2023, worth a combined $1.45B — up 17% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGEE positions and 17 closed out — a net gain of 9 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.27M. The largest seller was Goldman Sachs, cutting an estimated $4.24M.

  • 207 institutional investors held MGE Energy Inc (MGEE) as of Q1 2023, up from 199 in Q4 2022.
  • Funds reported $1.45B of MGE Energy Inc stock for Q1 2023, up 17% quarter-over-quarter.
  • 26 funds opened new MGE Energy Inc positions in Q1 2023 and 17 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q1 2023 was Susquehanna International Group, an estimated $8.27M added.
  • The largest MGE Energy Inc seller in Q1 2023 was Goldman Sachs, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2023.