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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
WFI
326
West Family Investments
California
-$283K -6,798 Closed
Pathstone Holdings
327
Pathstone Holdings
New Jersey
-$267K -6,407 Closed
Neuberger Berman Group
328
Neuberger Berman Group
New York
-$258K -6,200 Closed
LA
329
Lindenwold Advisors
Pennsylvania
-$245K -5,895 Closed
DCM
330
DGS Capital Management
New Jersey
-$235K -5,647 Closed
CPIG
331
Chicago Partners Investment Group
Illinois
-$202K -5,612 Closed
MAS
332
Meeder Advisory Services
Ohio
-$233K -5,598 Closed
HighTower Advisors
333
HighTower Advisors
Illinois
-$221K -5,340 Closed
N
334
Natixis
France
-$216K -5,196 Closed
TC
335
Trilogy Capital
California
-$211K -5,061 Closed
GFL
336
Granite FO LLC
New Hampshire
-$41.6K -1,000 Closed
LFA
337
LGT Financial Advisors
Texas
-$12.4K -298 Closed
W
338
WealthCollab
Washington
-$8.57K -206 Closed
CAL
339
Capital Advisors Ltd
Ohio
-$6K -153 Closed
FWM
340
Focused Wealth Management
New York
-$4.3K -103 Closed
EWM
341
Evermay Wealth Management
Virginia
-$3.6K -87 Closed
FFO
342
Fortitude Family Office
Arizona
-$3.2K -77 Closed
NFSG
343
Newbridge Financial Services Group
Florida
-$3.12K -75 Closed
ASN
344
Advisory Services Network
Georgia
-$2.33K -56 Closed
AW
345
Avion Wealth
Texas
-$2K -43 Closed
GWS
346
Glassman Wealth Services
Virginia
-$1.04K -25 Closed
CMBA
347
C.M. Bidwell & Associates
Hawaii
-$166 -4 Closed
FMP
348
Financial Management Professionals
Texas
+$298 +8 New

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.