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CMS Energy
CMS

518 hedge funds and large institutions have $11.8B invested in CMS Energy in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 160

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more funds holding

Funds holding: 475 → 518 (+43)

3% more capital invested

Capital invested by funds: $11.4B → $11.8B (+$351M)

0.87% more ownership

Funds ownership: 87.5% → 88.37% (+0.87%)

Holders
518
Holders Change
+43
Holders Change %
+9.05%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
81
Increased
195
Reduced
160
Closed
35
Calls
$985K
Puts
–
Net Calls
+$985K
Net Calls Change
+$477K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$106M
2
BC
Brookfield Corp
Ontario, Canada
+$74.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$205M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$188M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
Millennium Management
Millennium Management
New York
-$39.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$1.79M -$72.8K -1,503 -4%
LIA
227
LS Investment Advisors
Michigan
$1.79M -$14K -289 -0.8%
ZIM
228
Zacks Investment Management
Illinois
$1.77M +$78.7K +1,624 +5%
MWNA
229
Marshall Wace North America
New York
$1.75M -$7.43M -153,318 -81%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$1.74M +$68.8K +1,420 +4%
MSV
231
MN Services Vermogensbeheer
Netherlands
$1.72M -$96.9K -2,000 -4%
BCM
232
Brasada Capital Management
Texas
$1.72M +$1.76M +36,260 New
EP
233
Elkfork Partners
Oregon
$1.71M -$1.64M -33,796 -48%
BC
234
Brinker Capital
Pennsylvania
$1.71M -$81.5K -1,683 -4%
Nomura Holdings
235
Nomura Holdings
Japan
$1.69M -$2.55M -52,726 -60%
AG
236
Advisor Group
Arizona
$1.68M +$281K +5,809 +20%
AB
237
Amalgamated Bank
New York
$1.67M +$151K +3,123 +10%
NEAM
238
New England Asset Management
Connecticut
$1.66M -$145K -3,000 -8%
MOACM
239
Mutual of America Capital Management
New York
$1.65M +$102K +2,096 +6%
HighTower Advisors
240
HighTower Advisors
Illinois
$1.63M -$56.2K -1,161 -3%
TA
241
Tiedemann Advisors
New York
$1.61M +$402K +8,290 +32%
Federated Hermes
242
Federated Hermes
Pennsylvania
$1.59M -$238K -4,904 -13%
RIS
243
Retirement Income Solutions
Michigan
$1.58M +$1.62M +33,353 New
HFS
244
HL Financial Services
Kentucky
$1.57M +$18.7K +387 +1%
B
245
BP
United Kingdom
$1.56M – – –
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$1.47M +$120K +2,479 +9%
OC
247
Oppenheimer & Co
New York
$1.46M – – –
LMAM
248
Legg Mason Asset Management
Japan
$1.45M -$4.84K -100 -0.3%
ECM
249
ETrade Capital Management
Virginia
$1.43M +$175K +3,611 +14%
OPERF
250
Oregon Public Employees Retirement Fund
Oregon
$1.43M – – –
8 9
10
11 12

CMS Hedge Fund Activity: Q4 2017 in Review

518 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2017, worth a combined $11.8B — up 3.1% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMS positions and 35 closed out — a net gain of 46 holders — while 195 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Capital International Investors, cutting an estimated $205M.

  • 518 institutional investors held CMS Energy (CMS) as of Q4 2017, up from 475 in Q3 2017.
  • Funds reported $11.8B of CMS Energy stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 81 funds opened new CMS Energy positions in Q4 2017 and 35 closed out, a net change of +46 holders.
  • The largest CMS Energy buyer in Q4 2017 was BlackRock, an estimated $106M added.
  • The largest CMS Energy seller in Q4 2017 was Capital International Investors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2017.