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TXNM

TXNM Energy Inc

299 hedge funds and large institutions have $3.65B invested in TXNM Energy Inc in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

3.86% more ownership

Funds ownership: 98.54%102.4% (+3.9%)

1% more funds holding

Funds holding: 297299 (+2)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$124M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

81% less call options, than puts

Call options by funds: $49K | Put options by funds: $261K

Holders
299
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
4.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
44
Increased
106
Reduced
108
Closed
39
Calls
$49K
Puts
$261K
Net Calls
-$212K
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
51
Tokio Marine Asset Management
Japan
$15.1M +$1.56M +36,500 +11%
Deutsche Bank
52
Deutsche Bank
Germany
$14.1M +$2.12M +49,492 +17%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$12.9M -$196K -4,574 -1%
WIC
54
Water Island Capital
New York
$12.5M -$40.7M -950,036 -76%
N
55
Nuveen
North Carolina
$12.3M +$2.15M +50,264 +20%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$11.9M +$9.84M +229,645 +414%
Citigroup
57
Citigroup
New York
$11.3M +$467K +10,891 +4%
CIP
58
Chartwell Investment Partners
Pennsylvania
$11M -$374K -8,736 -3%
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$10.9M +$829K +19,360 +8%
CC
60
Covalis Capital
United Kingdom
$10.4M +$10.7M +250,911 New
ZP
61
Zimmer Partners
New York
$10.3M +$10.6M +247,917 New
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$10.1M +$14.1K +329 +0.1%
TIM
63
Thornburg Investment Management
New Mexico
$10M -$137K -3,192 -1%
Jennison Associates
64
Jennison Associates
New York
$9.59M -$851K -19,868 -8%
Ameriprise
65
Ameriprise
Minnesota
$9.31M +$243K +5,679 +3%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$9.04M +$118K +2,756 +1%
WP
67
Woodline Partners
California
$8.32M -$5.52M -128,968 -39%
CM
68
Crestline Management
Texas
$8.32M +$8.57M +200,000 New
KI
69
Kapitalo Investimentos
Brazil
$8.3M -$950K -22,169 -10%
ProShare Advisors
70
ProShare Advisors
Maryland
$8.19M +$70.6K +1,649 +0.8%
PSAMP
71
P. Schoenfeld Asset Management (PSAM)
New York
$7.84M -$16.9M -393,635 -68%
CS
72
Credit Suisse
Switzerland
$7.83M +$1.58M +36,871 +24%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.74M
MS
74
Maven Securities
Jersey
$7.33M +$4.97M +116,140 +194%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$7.21M +$1.06M +24,729 +17%

TXNM Hedge Fund Activity: Q4 2023 in Review

299 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2023, worth a combined $3.65B — down 3.3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TXNM positions and 39 closed out — a net gain of 5 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $64.8M.

  • 299 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2023, up from 297 in Q3 2023.
  • Funds reported $3.65B of TXNM Energy Inc stock for Q4 2023, down 3.3% quarter-over-quarter.
  • 44 funds opened new TXNM Energy Inc positions in Q4 2023 and 39 closed out, a net change of +5 holders.
  • The largest TXNM Energy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $200M added.
  • The largest TXNM Energy Inc seller in Q4 2023 was Citadel Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q4 2023.