We are live on ! Find out more
TXNM

TXNM Energy Inc

266 hedge funds and large institutions have $2.81B invested in TXNM Energy Inc in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

2% more funds holding

Funds holding: 261266 (+5)

2% more capital invested

Capital invested by funds: $2.76B → $2.81B (+$52.1M)

0.65% more ownership

Funds ownership: 90.63%91.28% (+0.65%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $38K | Put options by funds: $764K

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
97
Reduced
88
Closed
28
Calls
$38K
Puts
$764K
Net Calls
-$726K
Net Calls Change
-$150K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$40K -$38.2K -997 -49%
Loomis, Sayles & Company
227
Loomis, Sayles & Company
Massachusetts
$36K -$3.06K -80 -8%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$34K
BAMG
229
Brand Asset Management Group
Missouri
$34K +$33.5K +874 New
VCM
230
Versant Capital Management
Arizona
$31K
PCG
231
Private Capital Group
Connecticut
$25K
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$21K +$20.3K +529 New
FQ
233
First Quadrant
California
$20K -$30K -784 -61%
OIA
234
OneDigital Investment Advisors
Kansas
$18K +$17.2K +450 New
IWP
235
Icon Wealth Partners
Texas
$17K +$16.4K +428 New
CLM
236
ClearBridge LLC (Maryland)
Maryland
$16.4K +$1.71M +44,520 +12%
S
237
SignatureFD
Georgia
$16K -$3.98K -104 -20%
PCP
238
Proficio Capital Partners
Massachusetts
$14K
CF
239
Centaurus Financial
California
$14K +$14.1K +368 New
TCOV
240
Trust Company of Vermont
Vermont
$12K
FHA
241
Flagship Harbor Advisors
Massachusetts
$12K +$12.3K +321 New
GWM
242
Geneos Wealth Management
Colorado
$11K
GAM
243
Gemmer Asset Management
California
$10K
SFSIG
244
San Francisco Sentry Investment Group
California
$6K -$6.24K -163 -52%
QCG
245
Quadrant Capital Group
Ohio
$6K
CA
246
Centerpoint Advisors
Massachusetts
$5K
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$4K
FPFS
248
First Personal Financial Services
North Carolina
$4K
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$4K
JA
250
JOYN Advisors
Georgia
$4K +$3.33K +87 +1,740%

TXNM Hedge Fund Activity: Q2 2018 in Review

266 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q2 2018, worth a combined $2.81B — up 1.9% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TXNM positions and 28 closed out — a net gain of 7 holders — while 97 added to existing stakes and 88 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22M. The largest seller was APG Asset Management, cutting an estimated $15.7M.

  • 266 institutional investors held TXNM Energy Inc (TXNM) as of Q2 2018, up from 261 in Q1 2018.
  • Funds reported $2.81B of TXNM Energy Inc stock for Q2 2018, up 1.9% quarter-over-quarter.
  • 35 funds opened new TXNM Energy Inc positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest TXNM Energy Inc buyer in Q2 2018 was Principal Financial Group, an estimated $22M added.
  • The largest TXNM Energy Inc seller in Q2 2018 was APG Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.