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TXNM

TXNM Energy Inc

242 hedge funds and large institutions have $2.96B invested in TXNM Energy Inc in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

8% more funds holding

Funds holding: 224242 (+18)

3% more capital invested

Capital invested by funds: $2.87B → $2.96B (+$93.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.87% less ownership

Funds ownership: 94.15%92.28% (-1.9%)

11% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 88

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $609K

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
6.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
78
Reduced
88
Closed
14
Calls
Puts
$609K
Net Calls
-$609K
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$169K -$2.15K -53 -1%
US Bancorp
202
US Bancorp
Minnesota
$156K -$33.9K -835 -18%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$137K
OMCS
204
Old Mutual Customised Solutions
South Africa
$125K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$123K +$41.4K +1,019 +51%
TWA
206
TCI Wealth Advisors
Arizona
$113K
PG
207
PEAK6 Group
Illinois
$105K +$106K +2,616 New
ZB
208
Zions Bancorporation
Utah
$103K +$104K +2,561 New
TC
209
Trust Company
Kansas
$101K
TIM
210
Tortoise Investment Management
New York
$86K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$85K
PWM
212
Perigon Wealth Management
California
$81K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$69K +$1.63K +40 +2%
ClearBridge Investments
214
ClearBridge Investments
New York
$61K +$2.89K +71 +5%
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$48K -$2.11K -52 -4%
PCM
216
Prelude Capital Management
New York
$38K +$38.8K +954 New
VCM
217
Versant Capital Management
Arizona
$33K -$163 -4 -0.5%
Loomis, Sayles & Company
218
Loomis, Sayles & Company
Massachusetts
$32K +$31.9K +784 New
OAM
219
Oppenheimer Asset Management
New York
$31K +$8.09K +199 +34%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$28K -$10K -247 -26%
TF
221
Tompkins Financial
New York
$28K
FFC
222
First Financial Corp
Indiana
$23K
ANBT
223
American National Bank & Trust
Texas
$22K
KF
224
Krilogy Financial
Missouri
$20K +$20.3K +500 New
AIL
225
AGF Investments LLC
Ontario, Canada
$19K -$1.14K -28 -6%

TXNM Hedge Fund Activity: Q3 2017 in Review

242 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q3 2017, worth a combined $2.96B — up 3.2% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TXNM positions and 14 closed out — a net gain of 22 holders — while 78 added to existing stakes and 88 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.4M. The largest seller was AllianceBernstein, cutting an estimated $28.9M.

  • 242 institutional investors held TXNM Energy Inc (TXNM) as of Q3 2017, up from 224 in Q2 2017.
  • Funds reported $2.96B of TXNM Energy Inc stock for Q3 2017, up 3.2% quarter-over-quarter.
  • 36 funds opened new TXNM Energy Inc positions in Q3 2017 and 14 closed out, a net change of +22 holders.
  • The largest TXNM Energy Inc buyer in Q3 2017 was Vanguard Group, an estimated $24.4M added.
  • The largest TXNM Energy Inc seller in Q3 2017 was AllianceBernstein, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2017.