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TXNM

TXNM Energy Inc

263 hedge funds and large institutions have $3.68B invested in TXNM Energy Inc in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

3% more funds holding

Funds holding: 256263 (+7)

0.5% more ownership

Funds ownership: 90.72%91.21% (+0.5%)

2% less capital invested

Capital invested by funds: $3.76B → $3.68B (-$78.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
263
Holders Change
+7
Holders Change %
+2.73%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
95
Reduced
85
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$31.1M +$9.84M +196,120 +47%
JP Morgan Chase
27
JP Morgan Chase
New York
$30M +$8.14M +162,216 +38%
Legal & General Group
28
Legal & General Group
United Kingdom
$29.7M +$1.45M +28,946 +5%
Millennium Management
29
Millennium Management
New York
$28.8M +$15.5M +307,876 +119%
PP
30
Prudential plc
United Kingdom
$26.1M +$1.11M +22,100 +4%
AQR Capital Management
31
AQR Capital Management
Connecticut
$24.8M -$15.5M -309,532 -39%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.8M -$1.46M -29,100 -6%
Morgan Stanley
33
Morgan Stanley
New York
$19M +$12.9M +257,212 +221%
N
34
Nuveen
North Carolina
$17.8M -$44K -876 -0.2%
ECM
35
ExodusPoint Capital Management
New York
$17.1M -$1.26M -25,106 -7%
Jennison Associates
36
Jennison Associates
New York
$16.2M +$11.6M +230,927 +261%
ClearBridge Investments
37
ClearBridge Investments
New York
$15.7M +$4.66M +92,929 +42%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$15.2M -$15.1M -300,000 -50%
PPA
39
Parametric Portfolio Associates
Washington
$14.3M -$1.05M -20,949 -7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$14.2M +$351K +6,997 +3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$13.5M +$5.09M +101,459 +62%
William Blair Investment Management
42
William Blair Investment Management
Illinois
$13.4M -$5.42M -108,059 -29%
DDPIC
43
Deroy & Devereaux Private Investment Counsel
Michigan
$13.4M +$107K +2,138 +0.8%
Allianz Asset Management
44
Allianz Asset Management
Germany
$10.7M -$5.81M -115,666 -35%
MOACM
45
Mutual of America Capital Management
New York
$10.3M +$167K +3,333 +2%
AIG
46
American International Group
New York
$10.3M +$27.4K +546 +0.3%
MAM
47
Martingale Asset Management
Massachusetts
$9.44M -$60.2K -1,200 -0.6%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$9.31M +$3.1M +61,792 +51%
PCM
49
Peregrine Capital Management
Minnesota
$9.07M +$8.98M +178,894 New
VRS
50
Virginia Retirement Systems
Virginia
$8.95M +$141K +2,800 +2%

TXNM Hedge Fund Activity: Q4 2019 in Review

263 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2019, worth a combined $3.68B — down 2.1% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TXNM positions and 29 closed out — a net gain of 13 holders — while 95 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $32.7M. The largest seller was Crow Point Partners, exiting entirely with an estimated $37.1M sold.

  • 263 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2019, up from 256 in Q3 2019.
  • Funds reported $3.68B of TXNM Energy Inc stock for Q4 2019, down 2.1% quarter-over-quarter.
  • 42 funds opened new TXNM Energy Inc positions in Q4 2019 and 29 closed out, a net change of +13 holders.
  • The largest TXNM Energy Inc buyer in Q4 2019 was Wells Fargo, an estimated $32.7M added.
  • The largest TXNM Energy Inc seller in Q4 2019 was Crow Point Partners, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2019.