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TXO Partners LP

45 hedge funds and large institutions have $228M invested in TXO Partners LP in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

5% more funds holding

Funds holding: 4345 (+2)

11% less capital invested

Capital invested by funds: $255M → $228M (-$26.9M)

10.77% less ownership

Funds ownership: 40.81%30.04% (-11%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
15
Reduced
8
Closed
8
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$574K
DDPIC
27
Deroy & Devereaux Private Investment Counsel
Michigan
$559K +$560K +28,250 New
MCM
28
Marathon Capital Management
Maryland
$495K +$495K +25,000 New
LPL Financial
29
LPL Financial
California
$316K +$55.4K +2,796 +21%
FS
30
Financial Symmetry
North Carolina
$249K
HighTower Advisors
31
HighTower Advisors
Illinois
$246K +$872 +44 +0.4%
Mariner
32
Mariner
Kansas
$208K +$208K +10,500 New
BBHC
33
Brown Brothers Harriman & Co
New York
$199K
UBS Group
34
UBS Group
Switzerland
$177K -$363K -18,316 -67%
TSMHT
35
Thurston Springer Miller Herd & Titak
Indiana
$84.1K +$84.3K +4,252 New
VWM
36
Venturi Wealth Management
Texas
$55.4K
SOW
37
State of Wyoming
Wyoming
$53K +$53.1K +2,681 New
Osaic Holdings
38
Osaic Holdings
Arizona
$32.2K
ANBT
39
American National Bank & Trust
Texas
$19.8K
FFA
40
Farther Finance Advisors
California
$19.8K
SIS
41
Sound Income Strategies
Florida
$12.2K +$12.2K +617 New
JP Morgan Chase
42
JP Morgan Chase
New York
$11.9K +$8.9K +449 +297%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.89K +$9.91K +500 New
TC
44
Truvestments Capital
Florida
$2.81K +$2.81K +142 New
PA
45
Parallel Advisors
California
$99 +$99 +5 New
WHG
46
Westwood Holdings Group
Texas
-$4.03M -200,000 Closed
HSBC Holdings
47
HSBC Holdings
United Kingdom
-$3.02M -150,000 Closed
GCP
48
GSA Capital Partners
United Kingdom
-$563K -27,914 Closed
CCA
49
Childress Capital Advisors
Texas
-$507K -25,124 Closed
CMF
50
Counterpoint Mutual Funds
California
-$215K -10,646 Closed

TXO Hedge Fund Activity: Q3 2024 in Review

45 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in TXO Partners LP (TXO) for Q3 2024, worth a combined $228M — down 11% from $255M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TXO positions and 8 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.62M. The largest seller was Goldman Sachs, cutting an estimated $22.1M.

  • 45 institutional investors held TXO Partners LP (TXO) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $228M of TXO Partners LP stock for Q3 2024, down 11% quarter-over-quarter.
  • 10 funds opened new TXO Partners LP positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest TXO Partners LP buyer in Q3 2024 was Wells Fargo, an estimated $2.62M added.
  • The largest TXO Partners LP seller in Q3 2024 was Goldman Sachs, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2024.