We are live on ! Find out more
CMS icon

CMS Energy

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: 67 (+1)

9% more funds holding

Funds holding: 475518 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$809K -$24.2K -500 -3%
TU
302
TDAM USA
Ontario, Canada
$800K
PP
303
Prudential plc
United Kingdom
$790K -$373K -7,700 -32%
BTS
304
BB&T Securities
Virginia
$788K +$30.6K +631 +4%
HIS
305
Horizon Investment Services
Indiana
$783K +$9.59K +198 +1%
Wolverine Trading
306
Wolverine Trading
Illinois
$779K +$798K +16,475 New
MA
307
MANA Advisors
New York
$768K +$786K +16,238 New
NAMA
308
Nikko Asset Management Americas
New York
$747K +$252K +5,200 +49%
GXMC
309
Global X Management Company
New York
$738K -$28.4K -587 -4%
P
310
Pitcairn
Pennsylvania
$737K +$445K +9,179 +144%
CIBC World Market
311
CIBC World Market
Ontario, Canada
$722K -$33.8K -697 -4%
W
312
Wealthfront
California
$722K +$214K +4,424 +41%
PCM
313
Prelude Capital Management
New York
$717K +$279K +5,754 +61%
TIAAOA
314
Teachers Insurance & Annuity Association of America
New York
$716K +$733K +15,132 New
IWA
315
IBEX Wealth Advisors
New Jersey
$713K +$61.6K +1,271 +9%
HI
316
Horizon Investments
North Carolina
$713K +$103K +2,125 +16%
ERSOT
317
Employees Retirement System of Texas
Texas
$710K -$48.4K -1,000 -6%
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$696K
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$692K +$91.6K +1,891 +15%
GIA
320
Gateway Investment Advisers
Ohio
$689K -$78.7K -1,625 -10%
LP
321
LMR Partners
United Kingdom
$679K +$695K +14,345 New
SGI
322
Summit Global Investments
Utah
$670K -$553K -11,425 -45%
TFA
323
Transamerica Financial Advisors
Florida
$669K -$6.78K -140 -1%
MYAM
324
Meiji Yasuda Asset Management
Japan
$659K +$269K +5,550 +66%
CA
325
Cynosure Advisors
Utah
$657K +$672K +13,884 New

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.