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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
BC
251
Brinker Capital
Pennsylvania
$1.94M -$23.4K -386 -1%
II
252
IFM Investors
Australia
$1.94M +$701K +11,543 +62%
OC
253
Oppenheimer & Co
New York
$1.92M -$46.2K -761 -2%
Pacer Advisors
254
Pacer Advisors
Pennsylvania
$1.89M +$172K +2,841 +11%
LIA
255
LS Investment Advisors
Michigan
$1.89M -$46.3K -763 -3%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$1.88M -$93.3K -1,537 -5%
SAM
257
Securian Asset Management
Minnesota
$1.86M -$24.3K -400 -1%
B
258
BP
United Kingdom
$1.85M -$121K -2,000 -6%
MNG
259
Manning & Napier Group
New York
$1.81M
AG
260
Advisor Group
Arizona
$1.8M +$201K +3,303 +13%
DA
261
Duality Advisers
Florida
$1.78M -$6M -98,860 -78%
RCM
262
Riverhead Capital Management
Delaware
$1.71M -$149K -2,450 -8%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M
NEAM
264
New England Asset Management
Connecticut
$1.68M
PCM
265
Penserra Capital Management
California
$1.65M +$55.6K +916 +4%
ECM
266
ETrade Capital Management
Virginia
$1.64M +$21.3K +350 +1%
NA
267
Neuburgh Advisers
California
$1.58M -$121K -2,000 -8%
PP
268
Prudential plc
United Kingdom
$1.54M -$25.3K -416 -2%
HKAM
269
Horizon Kinetics Asset Management
New York
$1.54M -$30.4K -500 -2%
TCM
270
Tuttle Capital Management
Connecticut
$1.52M +$1.46M +24,091 New
Nomura Holdings
271
Nomura Holdings
Japan
$1.5M -$486K -8,000 -26%
CGH
272
Crossmark Global Holdings
Texas
$1.47M -$67.9K -1,119 -5%
PA
273
Profund Advisors
Maryland
$1.45M -$114K -1,874 -8%
PAG
274
Private Advisor Group
New Jersey
$1.43M +$919K +15,135 +210%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$1.41M

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.