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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
CBOA
251
Commonwealth Bank of Australia
Australia
$1.4M -$29.1K -600 -2%
TRSOTSOK
252
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M – – –
SC
253
Scotia Capital
Ontario, Canada
$1.38M +$163K +3,369 +13%
DIA
254
Dana Investment Advisors
Wisconsin
$1.38M +$1.41M +29,097 New
CSS
255
Cubist Systematic Strategies
Connecticut
$1.36M +$434K +8,962 +45%
HK
256
Horizon Kinetics
New York
$1.36M – – –
CGH
257
Crossmark Global Holdings
Texas
$1.35M -$52.6K -1,086 -4%
WHG
258
Westwood Holdings Group
Texas
$1.35M -$35.8K -740 -3%
GHCM
259
Glen Harbor Capital Management
California
$1.35M -$1.29M -26,554 -48%
SAM
260
Securian Asset Management
Minnesota
$1.34M +$2.13K +44 +0.2%
MNG
261
Manning & Napier Group
New York
$1.3M +$1.33M +27,511 New
Stifel Financial
262
Stifel Financial
Missouri
$1.29M -$202K -4,173 -13%
NMERB
263
New Mexico Educational Retirement Board
New Mexico
$1.28M +$48.4K +1,000 +4%
IG
264
ING Group
Netherlands
$1.27M +$626K +12,930 +93%
XK
265
Xact Kapitalforvaltning
Sweden
$1.26M +$184K +3,791 +17%
CTA
266
Chesley Taft & Associates
Illinois
$1.25M -$19.4K -400 -1%
FWIA
267
Fort Washington Investment Advisors
Ohio
$1.2M -$14.5K -300 -1%
FM
268
Foster & Motley
Ohio
$1.2M -$43.2K -892 -3%
COPPSERS
269
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.19M +$111K +2,290 +10%
OIM
270
Opus Investment Management
Massachusetts
$1.18M – – –
PA
271
Profund Advisors
Maryland
$1.18M -$136K -2,809 -10%
DIM
272
DC Investments Management
Virginia
$1.17M +$1.19M +24,622 New
QSS
273
Quantitative Systematic Strategies
Florida
$1.16M +$1.18M +24,429 New
WAM
274
World Asset Management
Michigan
$1.12M -$91.6K -1,892 -7%
LPL Financial
275
LPL Financial
California
$1.1M +$110K +2,277 +11%
9 10
11
12 13

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.