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TXNM

TXNM Energy Inc
TXNM

301 hedge funds and large institutions have $4.86B invested in TXNM Energy Inc in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $442K | Put options by funds: $59K

25% more capital invested

Capital invested by funds: $3.9B → $4.86B (+$957M)

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

14% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 96

10.7% more ownership

Funds ownership: 98.86% → 109.56% (+11%)

0% more funds holding

Funds holding: 300 → 301 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
301
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
109
Reduced
96
Closed
38
Calls
$442K
Puts
$59K
Net Calls
+$383K
Net Calls Change
-$22.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
2
UBS Group
UBS Group
Switzerland
+$114M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$108M
4
WHG
Westwood Holdings Group
Texas
+$74.4M
5
Millennium Management
Millennium Management
New York
+$47.5M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$44.8M
2
RRAM
River Road Asset Management
Kentucky
-$24.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$19.3M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$17.6M
5
SCM
Shapiro Capital Management
Georgia
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$2.95K +$554 +12 +25%
MEG
277
Millstone Evans Group
Colorado
$2.61K +$2.45K +53 New
HWA
278
Heritage Wealth Advisors
Virginia
$2.46K +$2.31K +50 New
PWMG
279
Prestige Wealth Management Group
New Jersey
$2.12K – – –
CAS
280
Coppell Advisory Solutions
Texas
$2.11K – – –
WA
281
Whipplewood Advisors
Colorado
$1.82K +$1.71K +37 New
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$1.77K – – –
MA
283
MCF Advisors
Kentucky
$1.48K – – –
PTC
284
Private Trust Company
Ohio
$1.48K – – –
SWA
285
SOA Wealth Advisors
New York
$1.23K – – –
JWA
286
JFS Wealth Advisors
Pennsylvania
$1.18K +$508 +11 +85%
CFGS
287
Concourse Financial Group Securities
Alabama
$754 – – –
GRP
288
Global Retirement Partners
California
$639 -$139 -3 -19%
CA
289
Continuum Advisory
Idaho
$541 +$508 +11 New
FHA
290
First Horizon Advisors
Tennessee
$540 +$508 +11 New
FMP
291
Financial Management Professionals
Texas
$393 – – –
HNB
292
Huntington National Bank
Ohio
$393 – – –
WA
293
WPG Advisers
Maryland
$393 +$369 +8 New
SIC
294
SJS Investment Consulting
Ohio
$345 +$139 +3 +75%
AF
295
Advisornet Financial
Minnesota
$246 -$4.02K -87 -95%
DPW
296
DiNuzzo Private Wealth
Pennsylvania
$197 – – –
SS
297
SBI Securities
Japan
$197 +$185 +4 New
GSWM
298
Golden State Wealth Management
California
$109 +$92 +2 New
TFM
299
TFC Financial Management
Massachusetts
$99 – – –
AssetMark Inc
300
AssetMark Inc
California
$98 – – –
10 11
12
13 14

TXNM Hedge Fund Activity: Q4 2024 in Review

301 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2024, worth a combined $4.86B — up 25% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TXNM positions and 38 closed out — a net gain of 7 holders — while 109 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $44.8M.

  • 301 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2024, up from 300 in Q3 2024.
  • Funds reported $4.86B of TXNM Energy Inc stock for Q4 2024, up 25% quarter-over-quarter.
  • 45 funds opened new TXNM Energy Inc positions in Q4 2024 and 38 closed out, a net change of +7 holders.
  • The largest TXNM Energy Inc buyer in Q4 2024 was Fidelity Investments, an estimated $131M added.
  • The largest TXNM Energy Inc seller in Q4 2024 was Fuller & Thaler Asset Management, an estimated $44.8M sold.

Based on aggregated 13F filings for Q4 2024.