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TXNM

TXNM Energy Inc

235 hedge funds and large institutions have $2.58B invested in TXNM Energy Inc in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 74

8% more capital invested

Capital invested by funds: $2.4B → $2.58B (+$190M)

2.21% more ownership

Funds ownership: 92.42%94.62% (+2.2%)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

1% less funds holding

Funds holding: 238235 (-3)

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
94
Reduced
74
Closed
33
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
MFIMFI
26
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.4M -$3.01M -92,690 -14%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$20.3M -$24.3K -748 -0.1%
Boston Partners
28
Boston Partners
Massachusetts
$20.2M +$798K +24,604 +4%
BIM
29
BlackRock Investment Management
Delaware
$19.3M +$1.15M +35,438 +7%
TSW
30
Thompson Siegel & Walmsley
Virginia
$19M -$6.26M -192,890 -26%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$18.8M +$54.4K +1,676 +0.3%
SO
32
STRS Ohio
Ohio
$18.1M +$1.55M +47,700 +10%
PPA
33
Parametric Portfolio Associates
Washington
$17.8M +$384K +11,832 +2%
Charles Schwab
34
Charles Schwab
California
$16.7M +$709K +21,866 +5%
PAM
35
Panagora Asset Management
Massachusetts
$15.5M -$477K -14,697 -3%
Morgan Stanley
36
Morgan Stanley
New York
$14.9M +$9.61M +296,267 +213%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$14.1M +$12.9M +398,500 +3,202%
CLM
38
ClearBridge LLC (Maryland)
Maryland
$13.8M +$4.27M +131,570 +48%
Lazard Asset Management
39
Lazard Asset Management
New York
$13.3M +$2.15M +66,371 +21%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$13.2M +$4.75M +146,384 +62%
TCIM
41
TIAA CREF Investment Management
New York
$13.1M +$370K +11,405 +3%
N
42
Nuveen
North Carolina
$12.8M +$788K +24,296 +7%
Invesco
43
Invesco
Georgia
$12.8M -$3.78M -116,547 -24%
DDPIC
44
Deroy & Devereaux Private Investment Counsel
Michigan
$11.1M +$170K +5,252 +2%
JIR
45
James Investment Research
Ohio
$10.6M +$340K +10,490 +4%
Legal & General Group
46
Legal & General Group
United Kingdom
$10.2M +$1.45M +44,710 +18%
Bank of America
47
Bank of America
North Carolina
$10.1M +$918K +28,296 +11%
NFA
48
Nationwide Fund Advisors
Ohio
$10.1M -$159K -4,900 -2%
AL
49
AJO LP
Pennsylvania
$10.1M -$158K -4,871 -2%
JP Morgan Chase
50
JP Morgan Chase
New York
$9.68M +$1.15M +35,377 +14%

TXNM Hedge Fund Activity: Q4 2016 in Review

235 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2016, worth a combined $2.58B — up 7.9% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TXNM positions and 33 closed out — a net gain of 1 holder — while 94 added to existing stakes and 74 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $30.6M. The largest seller was NWQ Investment Management Company, cutting an estimated $26.1M.

  • 235 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2016, down from 238 in Q3 2016.
  • Funds reported $2.58B of TXNM Energy Inc stock for Q4 2016, up 7.9% quarter-over-quarter.
  • 34 funds opened new TXNM Energy Inc positions in Q4 2016 and 33 closed out, a net change of +1 holder.
  • The largest TXNM Energy Inc buyer in Q4 2016 was Jennison Associates, an estimated $30.6M added.
  • The largest TXNM Energy Inc seller in Q4 2016 was NWQ Investment Management Company, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2016.