CMS Energy
553 hedge funds and large institutions have $12.9B invested in CMS Energy in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 190 increasing their positions, 191 reducing their positions, and 49 closing their positions.
78% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 49
77% more call options, than puts
Call options by funds: $6.33M | Put options by funds: $3.58M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more funds holding
Funds holding: 519 → 553 (+34)
1% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 191
0.69% less ownership
Funds ownership: 93.66% → 92.97% (-0.69%)
1% less capital invested
Capital invested by funds: $13B → $12.9B (-$91.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$111M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$82.1M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$69.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$60.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$368M |
| 2 |
Bank of New York Mellon
New York
|
-$145M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$72.1M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$50.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$36.6M |
CMS Hedge Fund Activity: Q4 2018 in Review
553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2018, worth a combined $12.9B — down 0.71% from $13B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new CMS positions and 49 closed out — a net gain of 38 holders — while 190 added to existing stakes and 191 trimmed.
The largest buyer was Capital World Investors, adding an estimated $111M. The largest seller was T. Rowe Price Associates, cutting an estimated $368M.
- 553 institutional investors held CMS Energy (CMS) as of Q4 2018, up from 519 in Q3 2018.
- Funds reported $12.9B of CMS Energy stock for Q4 2018, down 0.71% quarter-over-quarter.
- 87 funds opened new CMS Energy positions in Q4 2018 and 49 closed out, a net change of +38 holders.
- The largest CMS Energy buyer in Q4 2018 was Capital World Investors, an estimated $111M added.
- The largest CMS Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $368M sold.
Based on aggregated 13F filings for Q4 2018.