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CMS Energy

555 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,135% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $384K

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $15.3B → $16.9B (+$1.59B)

2% more funds holding

Funds holding: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.17% less ownership

Funds ownership: 93.36%93.18% (-0.17%)

15% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 217

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
226
Mutual of America Capital Management
New York
$2.43M +$5.04K +83 +0.2%
CC
227
Cipher Capital
New York
$2.36M +$2.24M +36,890 New
WA
228
WealthTrust Axiom
Pennsylvania
$2.33M -$18.2K -300 -0.8%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$2.32M
GI
230
GAMCO Investors
Connecticut
$2.31M -$48.6K -800 -2%
SLAM
231
Swiss Life Asset Management
$2.31M +$2.19M +36,058 New
LC
232
LNZ Capital
New York
$2.3M -$5.4M -89,000 -71%
Skandinaviska Enskilda Banken (SEB)
233
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.3M -$273K -4,498 -11%
Canada Pension Plan Investment Board
234
Canada Pension Plan Investment Board
Ontario, Canada
$2.29M -$7.06M -116,362 -76%
RIM
235
Redpoint Investment Management
Australia
$2.27M -$388K -6,395 -15%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$2.21M
KBC Group
237
KBC Group
Belgium
$2.21M +$93.3K +1,536 +5%
MCM
238
Monument Capital Management
Virginia
$2.21M -$3.28K -54 -0.2%
OIM
239
Opus Investment Management
Massachusetts
$2.19M
WorldQuant Millennium Advisors
240
WorldQuant Millennium Advisors
New York
$2.18M +$9.17K +151 +0.4%
HIMCH
241
Hartford Investment Management Co (HIMCO)
Connecticut
$2.17M -$47.3K -779 -2%
LPL Financial
242
LPL Financial
California
$2.17M +$386K +6,350 +23%
GHCM
243
Glen Harbor Capital Management
California
$2.17M -$167K -2,750 -8%
SLI
244
Sumitomo Life Insurance
Japan
$2.17M -$272K -4,472 -12%
SC
245
Scholtz & Company
Connecticut
$2.08M +$15.5K +255 +0.8%
CWM
246
CIBC World Markets
New York
$2.07M -$2.4M -39,592 -55%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$2.06M -$17.3K -285 -0.9%
Wellington Management Group
248
Wellington Management Group
Massachusetts
$2.04M -$99.7K -1,642 -5%
PHK
249
Point72 Hong Kong
Hong Kong
$1.97M +$1.85M +30,489 +9,804%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$1.95M -$544K -8,967 -23%

CMS Hedge Fund Activity: Q3 2019 in Review

555 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2019, worth a combined $16.9B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CMS positions and 54 closed out — a net gain of 12 holders — while 185 added to existing stakes and 217 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.9M. The largest seller was Millennium Management, cutting an estimated $106M.

  • 555 institutional investors held CMS Energy (CMS) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $16.9B of CMS Energy stock for Q3 2019, up 10% quarter-over-quarter.
  • 66 funds opened new CMS Energy positions in Q3 2019 and 54 closed out, a net change of +12 holders.
  • The largest CMS Energy buyer in Q3 2019 was Citadel Advisors, an estimated $57.9M added.
  • The largest CMS Energy seller in Q3 2019 was Millennium Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2019.