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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
JFGIW
276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M +$121K +2,497 +12%
RCM
277
Riverhead Capital Management
Delaware
$1.07M -$1.03M -21,165 -48%
NB
278
Norinchukin Bank
Japan
$1.07M +$75.4K +1,557 +7%
LTFS
279
Ladenburg Thalmann Financial Services
Florida
$1.06M +$18.6K +385 +2%
SLAM
280
Swiss Life Asset Management
$1.04M -$68K -1,404 -6%
SIM
281
Sentry Investment Management
Wisconsin
$1.04M – – –
MML Investors Services
282
MML Investors Services
Massachusetts
$1.04M +$82.8K +1,709 +8%
HB
283
Homrich & Berg
Georgia
$1.02M -$66.4K -1,371 -6%
AI
284
Atria Investments
North Carolina
$1.01M +$21.8K +450 +2%
VIA
285
Vident Investment Advisory
Georgia
$981K +$182K +3,748 +22%
NA
286
Neuburgh Advisers
California
$979K -$935K -19,312 -48%
WBC
287
Westpac Banking Corp
Australia
$974K – – –
ANRIA
288
American National Registered Investment Advisor
Texas
$972K – – –
CPO
289
Cerity Partners OCIO
New York
$939K +$17.2K +356 +2%
KBC Group
290
KBC Group
Belgium
$932K -$819K -16,900 -46%
Lazard Asset Management
291
Lazard Asset Management
New York
$931K – – –
TWI
292
Thomas White International
Illinois
$918K -$10.3K -212 -1%
OMCS
293
Old Mutual Customised Solutions
South Africa
$907K +$262K +5,400 +39%
AIM
294
Achmea Investment Management
Netherlands
$868K – – –
MNBTD
295
Moody National Bank Trust Division
Texas
$865K – – –
BCM
296
Bayesian Capital Management
New York
$856K +$877K +18,100 New
SL
297
Signition LP
New York
$855K +$875K +18,075 New
MF
298
Magnetar Financial
Illinois
$853K +$194K +4,011 +29%
KRS
299
Kentucky Retirement Systems
Kentucky
$823K +$8.28K +171 +1%
NIT
300
NumerixS Investment Technologies
British Columbia, Canada
$814K +$441K +9,100 +112%
10 11
12
13 14

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.