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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
Stifel Financial
126
Stifel Financial
Missouri
$1.33M +$1.32M +35,409 New
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$1.32M -$343K -9,218 -21%
VIP
128
Vista Investment Partners
Oklahoma
$1.29M +$1.27M +34,235 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$1.21M -$73K -1,961 -6%
Voloridge Investment Management
130
Voloridge Investment Management
Florida
$1.19M -$5.27M -141,585 -82%
HF
131
HRT Financial
New York
$1.16M -$1.93M -51,870 -63%
Capstone Investment Advisors
132
Capstone Investment Advisors
New York
$1.14M +$1.12M +30,193 New
SWS
133
SYSTM Wealth Solutions
Illinois
$1.11M +$1.05M +28,144 +2,314%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$1.1M
AIP
135
Ameritas Investment Partners
Nebraska
$1.05M -$11.7K -315 -1%
Verition Fund Management
136
Verition Fund Management
Connecticut
$1.04M -$448K -12,036 -30%
Creative Planning
137
Creative Planning
Kansas
$1.03M +$541K +14,532 +114%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$1.02M -$253K -6,794 -20%
Victory Capital Management
139
Victory Capital Management
Texas
$933K +$288K +7,728 +45%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$930K +$22.3K +600 +2%
NRD
141
Nebula Research & Development
New York
$923K +$912K +24,509 New
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$862K -$996K -26,772 -54%
ASRS
143
Arizona State Retirement System
Arizona
$844K -$14.4K -386 -2%
US Bancorp
144
US Bancorp
Minnesota
$825K +$269K +7,222 +49%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$799K -$112K -3,000 -12%
SOMRS
146
State of Michigan Retirement System
Michigan
$794K +$18.6K +500 +2%
YIH
147
Y-Intercept (HK)
Hong Kong
$792K +$783K +21,042 New
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$792K -$306K -8,230 -34%
Mariner
149
Mariner
Kansas
$790K +$274K +7,366 +54%
VanEck Associates
150
VanEck Associates
New York
$760K +$33.6K +904 +5%

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.