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TXNM

TXNM Energy Inc

224 hedge funds and large institutions have $2.87B invested in TXNM Energy Inc in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

1% more funds holding

Funds holding: 221224 (+3)

3% more capital invested

Capital invested by funds: $2.77B → $2.87B (+$94.1M)

0.01% more ownership

Funds ownership: 94.14%94.15% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less call options, than puts

Call options by funds: $184K | Put options by funds: $428K

Holders
224
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
93
Reduced
72
Closed
20
Calls
$184K
Puts
$428K
Net Calls
-$244K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$237K +$35.2K +925 +18%
N
177
Natixis
France
$232K -$72.3K -1,899 -24%
MCIM
178
Meadow Creek Investment Management
Georgia
$232K +$96.3K +2,530 +71%
TAM
179
Tocqueville Asset Management
New York
$230K
SCM
180
Shelton Capital Management
Colorado
$228K
Neuberger Berman Group
181
Neuberger Berman Group
New York
$209K +$207K +5,451 New
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$186K +$76 +2 +0%
US Bancorp
183
US Bancorp
Minnesota
$181K +$34.4K +905 +24%
ACM
184
Americafirst Capital Management
California
$173K -$391K -10,287 -69%
ADGIPS2
185
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$173K +$172K +4,533 New
FCM
186
Flinton Capital Management
Pennsylvania
$169K +$70K +1,840 +71%
AG
187
Advisor Group
Arizona
$165K -$16.4K -432 -9%
IA
188
IFP Advisors
Florida
$162K +$47.9K +1,260 +42%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$130K +$10K +263 +8%
Citigroup
190
Citigroup
New York
$120K -$783K -20,583 -87%
OMCS
191
Old Mutual Customised Solutions
South Africa
$119K
TWA
192
TCI Wealth Advisors
Arizona
$107K
TC
193
Trust Company
Kansas
$95K
TIM
194
Tortoise Investment Management
New York
$82K
BFEC
195
Benjamin F. Edwards & Company
Missouri
$81K
Creative Planning
196
Creative Planning
Kansas
$78K
PWM
197
Perigon Wealth Management
California
$77K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$77K +$8.79K +231 +13%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$64K +$6.2K +163 +11%
ClearBridge Investments
200
ClearBridge Investments
New York
$55K +$8.14K +214 +17%

TXNM Hedge Fund Activity: Q2 2017 in Review

224 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q2 2017, worth a combined $2.87B — up 3.4% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TXNM positions and 20 closed out — a net gain of 4 holders — while 93 added to existing stakes and 72 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $28.7M. The largest seller was Fidelity Investments, cutting an estimated $16.4M.

  • 224 institutional investors held TXNM Energy Inc (TXNM) as of Q2 2017, up from 221 in Q1 2017.
  • Funds reported $2.87B of TXNM Energy Inc stock for Q2 2017, up 3.4% quarter-over-quarter.
  • 24 funds opened new TXNM Energy Inc positions in Q2 2017 and 20 closed out, a net change of +4 holders.
  • The largest TXNM Energy Inc buyer in Q2 2017 was Principal Financial Group, an estimated $28.7M added.
  • The largest TXNM Energy Inc seller in Q2 2017 was Fidelity Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2017.