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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
HK
251
Horizon Kinetics
New York
$1.28M -$21.7K -500 -2%
NMERB
252
New Mexico Educational Retirement Board
New Mexico
$1.27M -$60.6K -1,400 -5%
MCIM
253
Meadow Creek Investment Management
Georgia
$1.27M +$133K +3,060 +12%
SAM
254
Securian Asset Management
Minnesota
$1.25M +$8.53K +197 +0.7%
VKH
255
Virtu KCG Holdings
New York
$1.23M +$311K +7,184 +35%
FM
256
Foster & Motley
Ohio
$1.23M -$92.6K -2,138 -7%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$1.2M -$18.7K -431 -2%
EI
258
Elkhorn Investments
Illinois
$1.19M +$1.16M +26,667 New
WBC
259
Westpac Banking Corp
Australia
$1.19M +$4.81K +111 +0.4%
CTA
260
Chesley Taft & Associates
Illinois
$1.18M +$2.17K +50 +0.2%
ProShare Advisors
261
ProShare Advisors
Maryland
$1.17M -$75.8K -1,750 -6%
FWIA
262
Fort Washington Investment Advisors
Ohio
$1.15M +$390 +9 +0%
ECM
263
ETrade Capital Management
Virginia
$1.12M +$184K +4,251 +20%
OIM
264
Opus Investment Management
Massachusetts
$1.12M
Truist Financial
265
Truist Financial
North Carolina
$1.11M -$4.11M -94,887 -79%
GH
266
GAM Holding
Switzerland
$1.1M -$50K -1,155 -4%
GCP
267
GSA Capital Partners
United Kingdom
$1.1M +$430K +9,927 +67%
XK
268
Xact Kapitalforvaltning
Sweden
$1.1M +$80.9K +1,867 +8%
PP
269
Prudential plc
United Kingdom
$1.09M +$147K +3,400 +16%
ANRIA
270
American National Registered Investment Advisor
Texas
$1.08M
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$1.08M +$149K +3,430 +17%
HB
272
Homrich & Berg
Georgia
$1.07M +$563 +13 +0.1%
CIS
273
Capital International Sarl
California
$1.06M +$160K +3,700 +19%
EP
274
Elkfork Partners
Oregon
$1.05M +$109K +2,520 +12%
SC
275
Scotia Capital
Ontario, Canada
$1.03M -$84.9K -1,961 -8%

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.