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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
AIP
151
Ameritas Investment Partners
Nebraska
$1.17M +$15.3K +357 +1%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$1.12M +$528K +12,324 +84%
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$1.04M +$428K +10,000 +67%
CT
154
ClearAlpha Technologies
Connecticut
$1.03M +$1.06M +24,853 New
DC
155
Diametric Capital
Massachusetts
$1.02M -$268K -6,247 -20%
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$1.02M
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$1.01M +$4.28K +100 +0.4%
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$1M -$8.57K -200 -0.8%
A
159
AlphaQuest
New York
$963K +$992K +23,155 New
ASRS
160
Arizona State Retirement System
Arizona
$948K -$18K -421 -2%
TRCT
161
Tower Research Capital (TRC)
New York
$944K +$883K +20,622 +993%
SDIC
162
South Dakota Investment Council
South Dakota
$912K
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$892K -$2.1K -49 -0.2%
FC
164
FORA Capital
Florida
$887K +$913K +21,313 New
SOMRS
165
State of Michigan Retirement System
Michigan
$857K +$4.28K +100 +0.5%
OR
166
Olympiad Research
Connecticut
$850K
VanEck Associates
167
VanEck Associates
New York
$802K -$26.3K -615 -3%
NMIMC
168
Northwestern Mutual Investment Management Company
Wisconsin
$794K +$2.53K +59 +0.3%
FGAM
169
Financial Gravity Asset Management
Texas
$750K +$32.7K +764 +5%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$741K -$44K -1,028 -5%
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$728K
Victory Capital Management
172
Victory Capital Management
Texas
$710K +$140K +3,277 +24%
FFH
173
Fairfax Financial Holdings
Ontario, Canada
$706K
MNBTD
174
Moody National Bank Trust Division
Texas
$705K -$27K -630 -4%
HHGC
175
Hunting Hill Global Capital
New York
$702K +$257K +6,000 +55%

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.