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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
PCM
201
Prelude Capital Management
New York
$203K -$1.14M -30,585 -85%
SAM
202
Shell Asset Management
Netherlands
$187K -$19.2K -515 -9%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$172K +$5.69K +153 +3%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$169K -$16.3K -437 -9%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$160K
VEA
206
Virtus ETF Advisers
New York
$158K +$156K +4,197 New
SO
207
STRS Ohio
Ohio
$150K -$74.4K -2,000 -33%
S
208
SignatureFD
Georgia
$138K +$77.6K +2,086 +132%
QCG
209
Quadrant Capital Group
Ohio
$134K +$43.5K +1,169 +49%
UFF
210
USA Financial Formulas
Michigan
$110K +$108K +2,911 New
TRCT
211
Tower Research Capital (TRC)
New York
$107K -$739K -19,854 -87%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$104K
Osaic Holdings
213
Osaic Holdings
Arizona
$92.8K -$16.7K -448 -15%
PAS
214
Point72 Asia (Singapore)
Singapore
$91.6K +$90.5K +2,433 New
CT
215
Cambridge Trust
Massachusetts
$79.4K -$16.6K -447 -17%
PD
216
Point72 (DIFC)
United Arab Emirates
$75.2K +$74.3K +1,997 New
C
217
Covestor
United Kingdom
$71K +$61.2K +1,645 +712%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$70K +$1.12K +30 +2%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$65.7K +$65.4K +1,758 New
TIM
220
Tortoise Investment Management
New York
$65K
KBC Group
221
KBC Group
Belgium
$62K +$19.1K +513 +45%
IA
222
IFP Advisors
Florida
$61.4K +$34.7K +932 +133%
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$4.58K +123 +8%
FGAM
224
Financial Gravity Asset Management
Texas
$60.5K -$512K -13,752 -90%
PA
225
Parallel Advisors
California
$57.7K -$17.3K -464 -23%

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.