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TXNM

TXNM Energy Inc
TXNM

245 hedge funds and large institutions have $3.66B invested in TXNM Energy Inc in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.4B → $3.66B (+$256M)

0% less ownership

Funds ownership: 90.21% → 90.21% (-0%)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

7% less funds holding

Funds holding: 263 → 245 (-18)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
245
Holders Change
-18
Holders Change %
-6.84%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
87
Reduced
93
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$40M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.4M
4
N
Nuveen
North Carolina
+$16.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.94M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
GF
Gabelli Funds
New York
-$22.5M
3
Victory Capital Management
Victory Capital Management
Texas
-$10.2M
4
BlackRock
BlackRock
New York
-$8.49M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$7K – – –
FHA
227
Flagship Harbor Advisors
Massachusetts
$7K +$48 +1 +0.7%
BWA
228
BDO Wealth Advisors
Florida
$5K – – –
LC
229
Lindbrook Capital
California
$5K +$2.19K +46 +85%
ASN
230
Advisory Services Network
Georgia
$5K +$3.58K +75 +375%
W
231
WealthStone
Ohio
$3.56K +$3.34K +70 New
CAW
232
Cornerstone Advisors (Washington)
Washington
$3K – – –
FPFS
233
First Personal Financial Services
North Carolina
$3K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$3K +$3.48K +73 New
BCA
235
Berman Capital Advisors
Georgia
$2K – – –
PA
236
Parallel Advisors
California
$2K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ZB
238
Zions Bancorporation
Utah
$2K – – –
TF
239
TimeScale Financial
Massachusetts
$2K +$1.43K +30 New
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +21 +100%
CFA
241
Camarda Financial Advisors
Florida
$1K – – –
TFO
242
Tarbox Family Office
California
$1K +$954 +20 New
Assenagon Asset Management
243
Assenagon Asset Management
Luxembourg
– -$6.37M -134,455 Closed
CAM
244
ClariVest Asset Management
California
– -$2.85M -60,300 Closed
OTPPB
245
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$2.65M -55,917 Closed
ZIG
246
Zurich Insurance Group
Switzerland
– -$1.18M -25,000 Closed
LCM
247
Laurion Capital Management
New York
– -$843K -17,801 Closed
MSE
248
MUFG Securities EMEA
United Kingdom
– -$776K -16,400 Closed
Public Sector Pension Investment Board (PSP Investments)
249
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$518K -10,934 Closed
AIM
250
Assured Investment Management
New York
– -$493K -10,419 Closed
7 8 9
10
11

TXNM Hedge Fund Activity: Q2 2019 in Review

245 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q2 2019, worth a combined $3.66B — up 7.5% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TXNM and 19 opened new positions — a net loss of 11 holders — while 93 trimmed existing stakes and 87 added.

The largest buyer was AJO LP, adding an estimated $40M. The largest seller was Morgan Stanley, cutting an estimated $23.3M.

  • 245 institutional investors held TXNM Energy Inc (TXNM) as of Q2 2019, down from 263 in Q1 2019.
  • Funds reported $3.66B of TXNM Energy Inc stock for Q2 2019, up 7.5% quarter-over-quarter.
  • 19 funds opened new TXNM Energy Inc positions in Q2 2019 and 30 closed out, a net change of -11 holders.
  • The largest TXNM Energy Inc buyer in Q2 2019 was AJO LP, an estimated $40M added.
  • The largest TXNM Energy Inc seller in Q2 2019 was Morgan Stanley, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.