We are live on ! Find out more
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
Morgan Stanley
26
Morgan Stanley
New York
$27.2M -$183M -4,927,887 -87%
Ameriprise
27
Ameriprise
Minnesota
$26.9M +$18.2M +489,896 +219%
GI
28
GAMCO Investors
Connecticut
$26.8M +$448K +12,033 +2%
Prudential Financial
29
Prudential Financial
New Jersey
$25.6M +$24.9M +670,510 +6,903%
Bank of America
30
Bank of America
North Carolina
$24.8M -$3.37M -90,695 -12%
RJA
31
Raymond James & Associates
Florida
$24.6M +$21.7M +582,919 +814%
SBH
32
Segall Bryant & Hamill
Illinois
$24M -$485K -13,031 -2%
CET
33
Clean Energy Transition
United Kingdom
$23.6M +$23.3M +626,289 New
Two Sigma Investments
34
Two Sigma Investments
New York
$23.1M +$7.85M +211,069 +52%
Invesco
35
Invesco
Georgia
$20.7M +$15.4M +413,499 +304%
CC
36
Carlson Capital
Texas
$20.5M -$2.1M -56,580 -9%
Jane Street
37
Jane Street
New York
$20.4M +$18.4M +494,215 +1,064%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$20.3M -$25.8K -693 -0.1%
GCIA
39
Gabelli & Co Investment Advisers
New York
$18.7M
Calamos Advisors
40
Calamos Advisors
Illinois
$18.2M -$18.9M -506,802 -51%
Legal & General Group
41
Legal & General Group
United Kingdom
$17.8M -$20.2K -543 -0.1%
AWG
42
Alpha Wave Global
New York
$15.5M -$31.8M -853,501 -68%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$14.8M -$15.8M -425,000 -52%
Goldman Sachs
44
Goldman Sachs
New York
$14.7M -$27.4M -737,707 -65%
Deutsche Bank
45
Deutsche Bank
Germany
$14.7M +$1.94M +52,060 +15%
JP Morgan Chase
46
JP Morgan Chase
New York
$13.6M -$14.2M -381,164 -51%
CIP
47
Chartwell Investment Partners
Pennsylvania
$13.3M +$3.3M +88,672 +33%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$13.2M -$9.37M -251,871 -42%
Principal Financial Group
49
Principal Financial Group
Iowa
$12.3M -$1.64M -44,180 -12%
N
50
Nuveen
North Carolina
$12M +$824K +22,157 +7%

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.