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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
QL
251
Quarry LP
New York
$7.23K +$7.14K +192 New
KFS
252
Kelly Financial Services
Massachusetts
$6.71K +$74 +2 +1%
MCM
253
Manchester Capital Management
Vermont
$6.14K +$6.06K +163 New
BBHC
254
Brown Brothers Harriman & Co
New York
$5.65K
ST
255
Smithfield Trust
Pennsylvania
$5K
AF
256
Advisornet Financial
Minnesota
$4.86K +$3.24K +87 +207%
HT
257
Headlands Technologies
Illinois
$4.78K +$4.72K +127 New
BIA
258
Bell Investment Advisors
California
$4.59K -$5.51K -148 -55%
FCA
259
FinTrust Capital Advisors
South Carolina
$3.84K
HFS
260
Hantz Financial Services
Michigan
$3K -$1.08K -29 -24%
PWMG
261
Private Wealth Management Group
New Jersey
$2.82K +$1.3K +35 +88%
RAM
262
Riggs Asset Management
Pennsylvania
$2.71K +$2.68K +72 New
MA
263
MCF Advisors
Kentucky
$2.03K +$2.01K +54 New
PWMG
264
Prestige Wealth Management Group
New Jersey
$1.62K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$1.35K
WWP
266
WR Wealth Planners
Missouri
$1.32K +$1.3K +35 New
CFGS
267
Concourse Financial Group Securities
Alabama
$1.17K +$74 +2 +7%
S
268
Sachetta
Massachusetts
$1.17K
SWA
269
SOA Wealth Advisors
New York
$941
HI
270
Harbour Investments
Wisconsin
$919
A
271
AlphaQuest
New York
$640 -$861K -23,138 -100%
AssetMark Inc
272
AssetMark Inc
California
$339
PFBT
273
Parkside Financial Bank & Trust
Missouri
$226 +$223 +6 New
RIL
274
Rothschild Investment LLC
Illinois
$188 +$186 +5 New
HNB
275
Huntington National Bank
Ohio
$38 -$632 -17 -94%

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.