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TXNM

TXNM Energy Inc

263 hedge funds and large institutions have $3.68B invested in TXNM Energy Inc in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

3% more funds holding

Funds holding: 256 β†’ 263 (+7)

0.5% more ownership

Funds ownership: 90.72% β†’ 91.21% (+0.5%)

2% less capital invested

Capital invested by funds: $3.76B β†’ $3.68B (-$78.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 β†’ 0 (-1)

Holders
263
Holders Change
+7
Holders Change %
+2.73%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
95
Reduced
85
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$17K – – –
GWM
227
Geneos Wealth Management
Colorado
$15K – – –
GRP
228
Global Retirement Partners
California
$15K – – –
IF
229
Ironwood Financial
Arizona
$15K – – –
HGWM
230
Harvest Group Wealth Management
Massachusetts
$14K -$602 -12 -4%
AA
231
Ancora Advisors
Ohio
$14K +$14.2K +283 New
Simplex Trading
232
Simplex Trading
Illinois
$14K +$14.6K +291 New
GAM
233
Gemmer Asset Management
California
$13K – – –
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$10.6K +212 New
CFB
235
Cullen/Frost Bankers
Texas
$9K – – –
WB
236
Webster Bank
Connecticut
$8K +$7.53K +150 New
KFS
237
Kelly Financial Services
Massachusetts
$7.96K +$50 +1 +0.6%
CA
238
Centerpoint Advisors
Massachusetts
$7K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$7K +$7.03K +140 New
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$7K +$7.33K +146 New
LC
241
Lindbrook Capital
California
$6K – – –
ASN
242
Advisory Services Network
Georgia
$5K – – –
BWA
243
BDO Wealth Advisors
Florida
$5K – – –
CCM
244
Covington Capital Management
California
$4K +$4.07K +81 New
SPIA
245
Steward Partners Investment Advisory
New York
$3K – – –
ADL
246
Asset Dedication LLC
California
$3K +$2.66K +53 New
PA
247
Procyon Advisors
Connecticut
$3K +$2.96K +59 New
TRCT
248
Tower Research Capital (TRC)
New York
$2K -$31.4K -626 -94%
BCA
249
Berman Capital Advisors
Georgia
$2K – – –
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$2K – – –

TXNM Hedge Fund Activity: Q4 2019 in Review

263 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2019, worth a combined $3.68B β€” down 2.1% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TXNM positions and 29 closed out β€” a net gain of 13 holders β€” while 95 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $32.7M. The largest seller was Crow Point Partners, exiting entirely with an estimated $37.1M sold.

  • 263 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2019, up from 256 in Q3 2019.
  • Funds reported $3.68B of TXNM Energy Inc stock for Q4 2019, down 2.1% quarter-over-quarter.
  • 42 funds opened new TXNM Energy Inc positions in Q4 2019 and 29 closed out, a net change of +13 holders.
  • The largest TXNM Energy Inc buyer in Q4 2019 was Wells Fargo, an estimated $32.7M added.
  • The largest TXNM Energy Inc seller in Q4 2019 was Crow Point Partners, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2019.