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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$1.96M -$184K -4,290 -8%
Jane Street
127
Jane Street
New York
$1.93M +$1.32M +30,879 +198%
DTL
128
Dynamic Technology Lab
Singapore
$1.91M -$4.88M -113,935 -71%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$1.85M +$208K +4,863 +12%
DDPIC
130
Deroy & Devereaux Private Investment Counsel
Michigan
$1.84M +$196K +4,565 +11%
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$1.84M +$4.07K +95 +0.2%
PI
132
Putnam Investments
Massachusetts
$1.8M -$58.6K -1,367 -3%
Canada Life
133
Canada Life
Manitoba, Canada
$1.72M -$148K -3,457 -8%
First Manhattan
134
First Manhattan
New York
$1.71M -$48.2K -1,125 -3%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$1.7M +$1.36M +31,725 +343%
YCM
136
Yousif Capital Management
Michigan
$1.66M +$4.93K +115 +0.3%
Verition Fund Management
137
Verition Fund Management
Connecticut
$1.65M +$843K +19,672 +98%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$1.63M -$2.47M -57,636 -59%
FTCM
139
First Trust Capital Management
Illinois
$1.61M -$354K -8,258 -18%
BFM
140
Boothbay Fund Management
New York
$1.56M -$3.43K -80 -0.2%
BCM
141
BCK Capital Management
Connecticut
$1.54M -$7.16M -167,103 -82%
PCM
142
Prelude Capital Management
New York
$1.5M -$780K -18,211 -34%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$1.49M -$2.87K -67 -0.2%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$1.42M +$89.7K +2,095 +7%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$1.42M -$575K -13,426 -28%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$1.41M -$9.81K -229 -0.7%
Cerity Partners
147
Cerity Partners
New York
$1.34M -$259K -6,058 -16%
AGM
148
Alpine Global Management
New York
$1.23M +$1.26M +29,460 New
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M
WHRC
150
W.H. Reaves & Co
New Jersey
$1.17M +$57.4K +1,339 +5%

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.