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CMS Energy
CMS

546 hedge funds and large institutions have $15.3B invested in CMS Energy in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 203 increasing their positions, 200 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $14.6B → $15.3B (+$690M)

2% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 200

0.49% more ownership

Funds ownership: 92.87% → 93.36% (+0.49%)

4% less funds holding

Funds holding: 570 → 546 (-24)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

23% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 60

Holders
546
Holders Change
-24
Holders Change %
-4.21%
% of All Funds
11.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
46
Increased
203
Reduced
200
Closed
60
Calls
$37.7M
Puts
–
Net Calls
+$37.7M
Net Calls Change
+$32.5M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$88.9M
2
Millennium Management
Millennium Management
New York
+$68.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$59.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$53.4M
5
N
Nuveen
North Carolina
+$52.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$78.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.8M
3
Capital International Investors
Capital International Investors
California
-$45.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$42.7M
5
BlackRock
BlackRock
New York
-$42M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$2.21M -$553K -9,847 -21%
MOACM
227
Mutual of America Capital Management
New York
$2.19M +$1.85K +33 +0.1%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$752K +13,400 +57%
GI
229
GAMCO Investors
Connecticut
$2.14M -$16.8K -300 -0.8%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$2.13M +$64.2K +1,144 +3%
WA
231
WealthTrust Axiom
Pennsylvania
$2.13M -$11.2K -200 -0.5%
GHCM
232
Glen Harbor Capital Management
California
$2.12M +$420K +7,480 +26%
Tudor Investment Corp
233
Tudor Investment Corp
Connecticut
$2.12M +$2.05M +36,536 New
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$2.1M -$192K -3,427 -9%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$2.05M +$1.4M +24,859 +236%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$2.02M -$53.6K -955 -3%
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$2M -$179K -3,190 -8%
MCM
238
Monument Capital Management
Virginia
$1.99M -$58.8K -1,047 -3%
OIM
239
Opus Investment Management
Massachusetts
$1.99M – – –
WorldQuant Millennium Advisors
240
WorldQuant Millennium Advisors
New York
$1.96M +$269K +4,797 +16%
ProShare Advisors
241
ProShare Advisors
Maryland
$1.96M -$129K -2,295 -6%
CBOA
242
Commonwealth Bank of Australia
Australia
$1.94M -$1.85K -33 -0.1%
Wellington Management Group
243
Wellington Management Group
Massachusetts
$1.94M +$397K +7,072 +27%
UFF
244
USA Financial Formulas
Michigan
$1.92M +$486K +8,653 +33%
KBC Group
245
KBC Group
Belgium
$1.91M -$4.6K -82 -0.2%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$1.89M +$62K +1,105 +4%
SC
247
Scholtz & Company
Connecticut
$1.87M +$1.81M +32,335 New
Nomura Holdings
248
Nomura Holdings
Japan
$1.8M -$2.21M -39,432 -56%
B
249
BP
United Kingdom
$1.79M – – –
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$1.79M -$5.89K -105 -0.3%
8 9
10
11 12

CMS Hedge Fund Activity: Q2 2019 in Review

546 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2019, worth a combined $15.3B — up 4.7% from $14.6B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CMS and 46 opened new positions — a net loss of 14 holders — while 200 trimmed existing stakes and 203 added.

The largest buyer was GQG Partners, adding an estimated $88.9M. The largest seller was Goldman Sachs, cutting an estimated $78.9M.

  • 546 institutional investors held CMS Energy (CMS) as of Q2 2019, down from 570 in Q1 2019.
  • Funds reported $15.3B of CMS Energy stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q2 2019 and 60 closed out, a net change of -14 holders.
  • The largest CMS Energy buyer in Q2 2019 was GQG Partners, an estimated $88.9M added.
  • The largest CMS Energy seller in Q2 2019 was Goldman Sachs, an estimated $78.9M sold.

Based on aggregated 13F filings for Q2 2019.