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TXNM

TXNM Energy Inc
TXNM

256 hedge funds and large institutions have $3.76B invested in TXNM Energy Inc in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

4% more funds holding

Funds holding: 245 → 256 (+11)

3% more capital invested

Capital invested by funds: $3.66B → $3.76B (+$105M)

0.51% more ownership

Funds ownership: 90.21% → 90.72% (+0.51%)

20% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 97

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
40
Increased
78
Reduced
97
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$30.3M
2
ZP
Zimmer Partners
New York
+$22.7M
3
ECM
ExodusPoint Capital Management
New York
+$12.2M
4
BlackRock
BlackRock
New York
+$10.5M
5
Invesco
Invesco
Georgia
+$8.85M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$25.9M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$13.6M
3
SHA
Shelter Harbor Advisors
Connecticut
-$8.91M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$6.09M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$18K +$10.1K +200 +135%
MWNA
227
Marshall Wace North America
New York
$17K +$16.1K +319 New
EWM
228
Endurance Wealth Management
Rhode Island
$17K +$16.9K +335 New
GRP
229
Global Retirement Partners
California
$16K – – –
IF
230
Ironwood Financial
Arizona
$16K – – –
HGWM
231
Harvest Group Wealth Management
Massachusetts
$16K +$5.96K +118 +64%
GWM
232
Geneos Wealth Management
Colorado
$15K – – –
GAM
233
Gemmer Asset Management
California
$14K – – –
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$11K -$6.16K -122 -37%
CFB
235
Cullen/Frost Bankers
Texas
$9K – – –
KFS
236
Kelly Financial Services
Massachusetts
$8.13K +$50 +1 +0.6%
CA
237
Centerpoint Advisors
Massachusetts
$7K – – –
LC
238
Lindbrook Capital
California
$6K +$707 +14 +14%
PRC
239
Pearl River Capital
Michigan
$6K +$6.16K +122 New
ASN
240
Advisory Services Network
Georgia
$5K – – –
BWA
241
BDO Wealth Advisors
Florida
$5K – – –
AIL
242
AGF Investments LLC
Ontario, Canada
$5K +$4.85K +96 New
APA
243
American Portfolios Advisors
New York
$3.07K +$2.98K +59 New
SPIA
244
Steward Partners Investment Advisory
New York
$3K – – –
BCA
245
Berman Capital Advisors
Georgia
$2K – – –
PA
246
Parallel Advisors
California
$2K – – –
TF
247
TimeScale Financial
Massachusetts
$2K – – –
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ZB
249
Zions Bancorporation
Utah
$2K – – –
TFO
250
Tarbox Family Office
California
$1K – – –
8 9
10
11 12

TXNM Hedge Fund Activity: Q3 2019 in Review

256 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q3 2019, worth a combined $3.76B — up 2.9% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TXNM positions and 28 closed out — a net gain of 12 holders — while 78 added to existing stakes and 97 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $30.3M. The largest seller was AJO LP, cutting an estimated $25.9M.

  • 256 institutional investors held TXNM Energy Inc (TXNM) as of Q3 2019, up from 245 in Q2 2019.
  • Funds reported $3.76B of TXNM Energy Inc stock for Q3 2019, up 2.9% quarter-over-quarter.
  • 40 funds opened new TXNM Energy Inc positions in Q3 2019 and 28 closed out, a net change of +12 holders.
  • The largest TXNM Energy Inc buyer in Q3 2019 was Adage Capital Partners, an estimated $30.3M added.
  • The largest TXNM Energy Inc seller in Q3 2019 was AJO LP, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2019.