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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
SM
276
Sciencast Management
New Jersey
$1.41M +$1.34M +22,000 New
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$1.4M -$78.9K -1,300 -6%
PP
278
Paloma Partners
Connecticut
$1.38M +$1.31M +21,610 New
SAM
279
Shell Asset Management
Netherlands
$1.37M -$184K -3,034 -12%
STMM
280
South Texas Money Management
Texas
$1.37M +$1.3M +21,359 New
DIA
281
Dana Investment Advisors
Wisconsin
$1.36M -$351K -5,785 -21%
PI
282
PHH Investments
Texas
$1.36M -$11.6K -191 -0.9%
CTA
283
Chesley Taft & Associates
Illinois
$1.35M -$22.8K -375 -2%
RIM
284
Rampart Investment Management
Connecticut
$1.32M -$178K -2,928 -12%
WBC
285
Westpac Banking Corp
Australia
$1.32M
LTFS
286
Ladenburg Thalmann Financial Services
Florida
$1.25M -$108K -1,776 -8%
MYAM
287
Meiji Yasuda Asset Management
Japan
$1.22M -$249K -4,100 -18%
MME
288
Meag Munich Ergo
Germany
$1.22M +$491K +8,088 +73%
PCM
289
Price Capital Management
Louisiana
$1.22M +$1.16M +19,098 New
WAM
290
World Asset Management
Michigan
$1.22M +$15.2K +250 +1%
TWI
291
Thomas White International
Illinois
$1.2M
FM
292
Foster & Motley
Ohio
$1.19M -$52.2K -860 -4%
ECM
293
Element Capital Management
New York
$1.18M +$1.12M +18,494 New
COPPSERS
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.16M +$92.7K +1,527 +9%
VCM
295
Virtue Capital Management
Tennessee
$1.14M -$69.2K -1,139 -6%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$1.14M -$17.5K -288 -2%
HB
297
Homrich & Berg
Georgia
$1.13M +$121 +2 +0%
O
298
Ossiam
France
$1.11M +$188K +3,092 +22%
OWD
299
Osborn Williams & Donohoe
Ohio
$1.11M
AAM
300
Advisors Asset Management
Colorado
$1.1M +$10.1K +167 +1%

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.