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CMS Energy

497 hedge funds and large institutions have $10.9B invested in CMS Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,616% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $49K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 173

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$631M)

1% more funds holding

Funds holding: 490497 (+7)

1.1% less ownership

Funds ownership: 88.25%87.15% (-1.1%)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
193
Reduced
173
Closed
39
Calls
$5.25M
Puts
$49K
Net Calls
+$5.2M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
226
Los Angeles Capital Management
California
$1.72M +$326K +7,528 +24%
HFS
227
HL Financial Services
Kentucky
$1.65M -$89.1K -2,058 -5%
PFM
228
Premier Fund Managers
United Kingdom
$1.63M +$195K +4,500 +14%
BPC
229
Banque Pictet & Cie
Switzerland
$1.62M
PNAA
230
Pictet North America Advisors
Switzerland
$1.62M
RFCA
231
R&F Capital Advisors
New York
$1.62M +$1.22M +28,154 +352%
AAMU
232
Amundi Asset Management US
Massachusetts
$1.6M
CGT
233
Capital Guardian Trust
California
$1.59M +$99.6K +2,300 +7%
ZIM
234
Zacks Investment Management
Illinois
$1.56M +$1.27M +29,339 +525%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$1.52M -$113K -2,601 -7%
MOACM
236
Mutual of America Capital Management
New York
$1.49M -$4.46K -103 -0.3%
HCM
237
Highbridge Capital Management
New York
$1.46M +$1.41M +32,631 New
CI
238
Capital International
California
$1.44M +$191K +4,400 +16%
DZ Bank
239
DZ Bank
Germany
$1.43M -$6.5M -150,000 -82%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M -$156K -3,600 -10%
AG
241
Advisor Group
Arizona
$1.41M +$97.4K +2,248 +8%
OC
242
Oppenheimer & Co
New York
$1.38M -$44.5K -1,027 -3%
PAM
243
Princeton Alpha Management
New Jersey
$1.37M -$148K -3,411 -10%
CAM
244
Capstone Asset Management
Texas
$1.37M +$67.1K +1,550 +5%
MERSOM
245
Municipal Employees' Retirement System of Michigan
Michigan
$1.35M
TA
246
Tiedemann Advisors
New York
$1.34M +$1.3M +29,979 New
MNA
247
Manning & Napier Advisors
New York
$1.32M -$220K -5,088 -15%
WAM
248
World Asset Management
Michigan
$1.31M +$118K +2,731 +10%
SFS
249
Sowell Financial Services
Arkansas
$1.3M -$78.3K -1,808 -6%
CBOA
250
Commonwealth Bank of Australia
Australia
$1.28M +$71.4K +1,649 +6%

CMS Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2017, worth a combined $10.9B — up 6.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CMS positions and 39 closed out — a net gain of 16 holders — while 193 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 497 institutional investors held CMS Energy (CMS) as of Q1 2017, up from 490 in Q4 2016.
  • Funds reported $10.9B of CMS Energy stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 55 funds opened new CMS Energy positions in Q1 2017 and 39 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q1 2017 was BlackRock, an estimated $946M added.
  • The largest CMS Energy seller in Q1 2017 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2017.