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TXNM

TXNM Energy Inc

276 hedge funds and large institutions have $3.21B invested in TXNM Energy Inc in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 92 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,028% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $609K

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

8% less funds holding

Funds holding: 299276 (-23)

7.96% less ownership

Funds ownership: 102.4%94.44% (-8%)

12% less capital invested

Capital invested by funds: $3.65B → $3.21B (-$443M)

29% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 73

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
276
Holders Change
-23
Holders Change %
-7.69%
% of All Funds
3.98%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
52
Increased
105
Reduced
92
Closed
73
Calls
$25.1M
Puts
$609K
Net Calls
+$24.5M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$56.5K
CCA
227
Catalyst Capital Advisors
New York
$49K -$4.8K -129 -9%
MRC
228
Millburn Ridgefield Corp
New York
$49K -$4.8K -129 -9%
NA
229
NewEdge Advisors
Louisiana
$40.7K +$23.4K +628 +139%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$40K +$23.8K +641 +152%
Nomura Asset Management
231
Nomura Asset Management
Japan
$36.9K +$13K +350 +56%
GI
232
GAMMA Investing
California
$31.4K +$16K +430 +106%
Cohen & Steers
233
Cohen & Steers
New York
$30K +$29.7K +799 New
AF
234
Allworth Financial
California
$29K +$4.72K +127 +20%
AWM
235
Avior Wealth Management
Nebraska
$26.5K +$26.2K +703 New
LC
236
Lindbrook Capital
California
$20.9K +$11.9K +319 +135%
RA
237
Rise Advisors
New York
$19.6K +$19.4K +521 New
FGA
238
Fortis Group Advisors
New Jersey
$15.1K -$14.9K -400 -50%
Bessemer Group
239
Bessemer Group
New Jersey
$14K -$744 -20 -5%
EWA
240
EverSource Wealth Advisors
Alabama
$13.7K +$9K +242 +189%
BTI
241
Blue Trust Inc
Georgia
$13.4K +$12.7K +342 +2,443%
UB
242
UMB Bank
Missouri
$12.6K +$1.26K +34 +11%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$9.41K +253 +436%
FIM
244
Fernwood Investment Management
Massachusetts
$11.3K +$11.2K +300 New
T
245
Tidemark
California
$9.41K
LI
246
LRI Investments
Florida
$9.22K +$9.12K +245 New
HCP
247
Hexagon Capital Partners
Arkansas
$8.92K -$2.08K -56 -19%
VCM
248
Versant Capital Management
Arizona
$7.94K +$4.28K +115 +120%
SSB
249
Sandy Spring Bank
Maryland
$7.49K
FFA
250
Farther Finance Advisors
California
$7.47K +$5.92K +159 +388%

TXNM Hedge Fund Activity: Q1 2024 in Review

276 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q1 2024, worth a combined $3.21B — down 12% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of TXNM and 52 opened new positions — a net loss of 21 holders — while 92 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $146M. The largest seller was Morgan Stanley, cutting an estimated $183M.

  • 276 institutional investors held TXNM Energy Inc (TXNM) as of Q1 2024, down from 299 in Q4 2023.
  • Funds reported $3.21B of TXNM Energy Inc stock for Q1 2024, down 12% quarter-over-quarter.
  • 52 funds opened new TXNM Energy Inc positions in Q1 2024 and 73 closed out, a net change of -21 holders.
  • The largest TXNM Energy Inc buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $146M added.
  • The largest TXNM Energy Inc seller in Q1 2024 was Morgan Stanley, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2024.