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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
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$770K -$17.3K -400 -2%
SG Americas Securities
302
SG Americas Securities
New York
$759K -$1.53M -35,378 -68%
GIA
303
Gateway Investment Advisers
Ohio
$754K -$74.4K -1,717 -9%
Jacobs Levy Equity Management
304
Jacobs Levy Equity Management
New Jersey
$735K +$712K +16,430 New
ERSOT
305
Employees Retirement System of Texas
Texas
$729K
Arrowstreet Capital
306
Arrowstreet Capital
Massachusetts
$698K +$676K +15,600 New
RCM
307
Riverhead Capital Management
Delaware
$662K +$73.9K +1,705 +13%
MML Investors Services
308
MML Investors Services
Massachusetts
$662K +$640K +14,786 New
TFA
309
Transamerica Financial Advisors
Florida
$660K -$520 -12 -0.1%
IA
310
IFP Advisors
Florida
$651K -$9.66K -223 -2%
VEA
311
Virtus ETF Advisers
New York
$645K
IG
312
ING Group
Netherlands
$639K +$618K +14,273 New
SLAM
313
Swiss Life Asset Management
$635K -$319K -7,362 -34%
Loomis, Sayles & Company
314
Loomis, Sayles & Company
Massachusetts
$628K
GXMC
315
Global X Management Company
New York
$622K +$198K +4,578 +49%
NA
316
Navellier & Associates
Nevada
$614K -$24.2K -558 -4%
Nomura Holdings
317
Nomura Holdings
Japan
$607K -$781K -18,023 -57%
EP
318
Edgestream Partners
New Jersey
$603K +$584K +13,473 New
NA
319
Neuburgh Advisers
California
$598K +$62.4K +1,440 +12%
AI
320
Atria Investments
North Carolina
$589K +$570K +13,162 New
OI
321
Oakbrook Investments
Illinois
$583K -$39K -900 -6%
SSA
322
Schonfeld Strategic Advisors
New York
$582K +$563K +13,004 New
FCAG
323
First Capital Advisors Group
New Jersey
$578K +$63.8K +1,472 +13%
BTS
324
BB&T Securities
Virginia
$574K -$247K -5,702 -31%
NIMI
325
Natixis Investment Managers International
France
$574K +$556K +12,839 New

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.