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TXNM

TXNM Energy Inc

290 hedge funds and large institutions have $3.88B invested in TXNM Energy Inc in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,388% more call options, than puts

Call options by funds: $506K | Put options by funds: $34K

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

3% more capital invested

Capital invested by funds: $3.76B → $3.88B (+$120M)

0.87% more ownership

Funds ownership: 91.46%92.33% (+0.87%)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

2% less funds holding

Funds holding: 295290 (-5)

Holders
290
Holders Change
-5
Holders Change %
-1.69%
% of All Funds
4.62%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
31
Increased
115
Reduced
101
Closed
32
Calls
$506K
Puts
$34K
Net Calls
+$472K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BHMP
301
Bardin Hill Management Partners
New York
-$1.32M -27,015 Closed
BCM
302
Beryl Capital Management
California
-$1.2M -24,635 Closed
Pacer Advisors
303
Pacer Advisors
Pennsylvania
-$803K -16,450 Closed
OCM
304
Ovata Capital Management
Hong Kong
-$783K -16,053 Closed
PP
305
Prudential plc
United Kingdom
-$699K -14,318 Closed
Truist Financial
306
Truist Financial
North Carolina
-$566K -11,591 Closed
FC
307
FORA Capital
Florida
-$555K -11,367 Closed
JFG
308
Jefferies Financial Group
New York
-$488K -10,000 Closed
CP
309
CenterBook Partners
Connecticut
-$429K -8,787 Closed
JWWM
310
Johnson & White Wealth Management
Pennsylvania
-$455K -7,767 Closed
PMEF
311
Point72 Middle East FZE
United Arab Emirates
-$302K -6,184 Closed
KeyBank National Association
312
KeyBank National Association
Ohio
-$256K -5,257 Closed
CSS
313
Cubist Systematic Strategies
Connecticut
-$194K -3,982 Closed
Ensign Peak Advisors
314
Ensign Peak Advisors
Utah
-$148K -3,030 Closed
FCB
315
First Command Bank
Texas
-$50K -1,024 Closed
FCFS
316
First Command Financial Services
Texas
-$50K -1,024 Closed
AWM
317
Accurate Wealth Management
Florida
-$7.11K -145 Closed
CAS
318
Coppell Advisory Solutions
Texas
-$2.1K -43 Closed
CASC
319
Coppell Advisory Solutions Corp
Texas
-$2.1K -43 Closed
CS
320
Comerica Securities
Michigan
-$1.37K -28 Closed
DFCM
321
Dark Forest Capital Management
Puerto Rico
-$878 -18 Closed
SWA
322
Sutton Wealth Advisors
Florida
-$488 -10 Closed

TXNM Hedge Fund Activity: Q1 2023 in Review

290 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q1 2023, worth a combined $3.88B — up 3.2% from $3.76B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TXNM and 31 opened new positions — a net loss of 1 holder — while 101 trimmed existing stakes and 115 added.

The largest buyer was PSquared Asset Management, adding an estimated $140M. The largest seller was Citadel Advisors, cutting an estimated $59.9M.

  • 290 institutional investors held TXNM Energy Inc (TXNM) as of Q1 2023, down from 295 in Q4 2022.
  • Funds reported $3.88B of TXNM Energy Inc stock for Q1 2023, up 3.2% quarter-over-quarter.
  • 31 funds opened new TXNM Energy Inc positions in Q1 2023 and 32 closed out, a net change of -1 holder.
  • The largest TXNM Energy Inc buyer in Q1 2023 was PSquared Asset Management, an estimated $140M added.
  • The largest TXNM Energy Inc seller in Q1 2023 was Citadel Advisors, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2023.