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TXO Partners LP

35 hedge funds and large institutions have $141M invested in TXO Partners LP in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

21% more funds holding

Funds holding: 2935 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.81% less ownership

Funds ownership: 27.01%25.2% (-1.8%)

17% less capital invested

Capital invested by funds: $169M → $141M (-$27.8M)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
11
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$47.1M +$283K +15,000 +0.6%
GEM
2
Global Endowment Management
North Carolina
$37.7M -$18.3M -968,368 -32%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$9.28M
EIP
4
Energy Income Partners
Connecticut
$6.52M +$814K +43,098 +14%
NIM
5
NXG Investment Management
Texas
$5.38M -$633K -33,500 -10%
Goldman Sachs
6
Goldman Sachs
New York
$4.66M -$1.06M -56,300 -18%
POIA
7
Pin Oak Investment Advisors
Texas
$4.35M +$4.51M +239,035 New
RJA
8
Raymond James & Associates
Florida
$3.82M -$937K -49,632 -19%
Jennison Associates
9
Jennison Associates
New York
$3.38M -$63.8K -3,377 -2%
NC
10
Nokomis Capital
Texas
$2.8M +$1.09M +57,500 +60%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$2.69M +$2.83M +150,000 New
Morgan Stanley
12
Morgan Stanley
New York
$1.84M +$1.74M +91,942 +974%
American Century Companies
13
American Century Companies
Missouri
$1.44M +$116K +6,142 +8%
Barclays
14
Barclays
United Kingdom
$1.18M -$2.79M -147,607 -69%
Nomura Holdings
15
Nomura Holdings
Japan
$1.09M
Stifel Financial
16
Stifel Financial
Missouri
$995K +$244K +12,922 +31%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$958K +$803K +42,533 +419%
TCA
18
Tortoise Capital Advisors
Kansas
$909K
Citadel Advisors
19
Citadel Advisors
Florida
$704K +$731K +38,716 New
EWM
20
Empirical Wealth Management
Washington
$690K +$716K +37,933 New
Neuberger Berman Group
21
Neuberger Berman Group
New York
$527K
CCA
22
Childress Capital Advisors
Texas
$457K +$474K +25,124 New
Invesco
23
Invesco
Georgia
$453K +$470K +24,910 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$273K
Corient Private Wealth
25
Corient Private Wealth
Florida
$255K

TXO Hedge Fund Activity: Q4 2023 in Review

35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in TXO Partners LP (TXO) for Q4 2023, worth a combined $141M — down 17% from $169M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TXO positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Pin Oak Investment Advisors, opening a new position worth an estimated $4.51M. The largest seller was Global Endowment Management, cutting an estimated $18.3M.

  • 35 institutional investors held TXO Partners LP (TXO) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $141M of TXO Partners LP stock for Q4 2023, down 17% quarter-over-quarter.
  • 10 funds opened new TXO Partners LP positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest TXO Partners LP buyer in Q4 2023 was Pin Oak Investment Advisors, an estimated $4.51M added.
  • The largest TXO Partners LP seller in Q4 2023 was Global Endowment Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.