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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
SAM
76
Silvercrest Asset Management
New York
$7.01M
Swiss National Bank
77
Swiss National Bank
Switzerland
$6.69M -$797K -18,600 -10%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.66M +$111K +2,591 +2%
AIG
79
American International Group
New York
$6.57M -$220K -5,143 -3%
NAM
80
Nexpoint Asset Management
Texas
$6.48M
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$5.82M +$3.47M +81,000 +137%
Invesco
82
Invesco
Georgia
$5.65M +$355K +8,290 +6%
CG
83
Covalis (Gibraltar)
Gibraltar
$5.62M +$5.79M +135,105 New
Allianz Asset Management
84
Allianz Asset Management
Germany
$5.56M +$3.48M +81,134 +154%
UBS AM
85
UBS AM
Illinois
$5.34M +$265K +6,191 +5%
UBS Group
86
UBS Group
Switzerland
$5.05M +$1.39M +32,431 +36%
QOP
87
Quinn Opportunity Partners
Virginia
$4.87M +$5.02M +117,100 New
TD Asset Management
88
TD Asset Management
Ontario, Canada
$4.61M
Lazard Asset Management
89
Lazard Asset Management
New York
$4.52M -$3.09M -72,230 -40%
SM
90
Scoggin Management
New York
$4.16M +$4.28M +100,000 New
VI
91
Vestcor Inc
New Brunswick, Canada
$4.09M -$4.21M -98,344 -50%
PAM
92
Panagora Asset Management
Massachusetts
$4.07M -$193K -4,512 -4%
Wells Fargo
93
Wells Fargo
California
$4.01M +$183K +4,272 +5%
MAM
94
Miria Asset Management
Malta
$3.82M +$3.93M +91,850 New
MIM
95
MetLife Investment Management
New Jersey
$3.82M -$32.6K -760 -0.8%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.65M -$114K -2,657 -3%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$3.63M +$25.7K +600 +0.7%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$3.61M -$183K -4,281 -5%
HF
99
HRT Financial
New York
$3.44M -$211K -4,932 -6%
KPF
100
K2 Principal Fund
Ontario, Canada
$3.33M +$3.43M +80,000 New

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.