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TXNM

TXNM Energy Inc

263 hedge funds and large institutions have $3.68B invested in TXNM Energy Inc in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

3% more funds holding

Funds holding: 256263 (+7)

0.5% more ownership

Funds ownership: 90.72%91.21% (+0.5%)

2% less capital invested

Capital invested by funds: $3.76B → $3.68B (-$78.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
263
Holders Change
+7
Holders Change %
+2.73%
% of All Funds
5.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
95
Reduced
85
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
201
Marshall Wace North America
New York
$117K +$100K +1,998 +626%
TIM
202
Tortoise Investment Management
New York
$108K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$107K
CTC
204
Central Trust Company
Missouri
$103K
TCOV
205
Trust Company of Vermont
Vermont
$95K
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$85K -$10.7K -214 -11%
IA
207
IFP Advisors
Florida
$84K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$83K +$502 +10 +0.6%
QCG
209
Quadrant Capital Group
Ohio
$79K +$12.7K +253 +18%
FC
210
FORA Capital
Florida
$74K +$73.1K +1,457 New
Chevy Chase Trust
211
Chevy Chase Trust
Maryland
$60K +$59.4K +1,183 New
HNB
212
Huntington National Bank
Ohio
$57K +$56.7K +1,130 +113,000%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$40K
FL
214
Fort LP
Maryland
$38K +$37.6K +749 New
BL
215
Balentine LLC
Georgia
$34K +$33.2K +661 New
PCG
216
Private Capital Group
Connecticut
$29K -$3.81K -76 -12%
S
217
SignatureFD
Georgia
$28K +$7.48K +149 +37%
EW
218
Evoke Wealth
California
$27.9K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$27.3K
TPWA
220
TRUE Private Wealth Advisors
Oregon
$27K +$27.6K +550 New
VCM
221
Versant Capital Management
Arizona
$25K -$1K -20 -4%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$25K
OAM
223
Oppenheimer Asset Management
New York
$20K -$251 -5 -1%
GI
224
Gradient Investments
Minnesota
$19K +$18.8K +374 New
FHA
225
Flagship Harbor Advisors
Massachusetts
$18K +$151 +3 +0.9%

TXNM Hedge Fund Activity: Q4 2019 in Review

263 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q4 2019, worth a combined $3.68B — down 2.1% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TXNM positions and 29 closed out — a net gain of 13 holders — while 95 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $32.7M. The largest seller was Crow Point Partners, exiting entirely with an estimated $37.1M sold.

  • 263 institutional investors held TXNM Energy Inc (TXNM) as of Q4 2019, up from 256 in Q3 2019.
  • Funds reported $3.68B of TXNM Energy Inc stock for Q4 2019, down 2.1% quarter-over-quarter.
  • 42 funds opened new TXNM Energy Inc positions in Q4 2019 and 29 closed out, a net change of +13 holders.
  • The largest TXNM Energy Inc buyer in Q4 2019 was Wells Fargo, an estimated $32.7M added.
  • The largest TXNM Energy Inc seller in Q4 2019 was Crow Point Partners, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2019.