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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
PI
301
Pettee Investors
Connecticut
$1.06M
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$1.06M -$101K -1,668 -9%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$1.05M -$607K -9,991 -38%
TI
304
Trexquant Investment
Connecticut
$1.04M +$987K +16,249 New
SIM
305
Sentry Investment Management
Wisconsin
$1.03M
BTS
306
BB&T Securities
Virginia
$1.01M -$441K -7,258 -31%
SSA
307
Schonfeld Strategic Advisors
New York
$993K -$336K -5,529 -26%
QI
308
QS Investors
New York
$991K -$589K -9,700 -39%
ANRIA
309
American National Registered Investment Advisor
Texas
$991K
CSS
310
Cubist Systematic Strategies
Connecticut
$969K -$2.01M -33,032 -69%
AIS
311
American Investment Services
Massachusetts
$964K +$8.5K +140 +0.9%
CCM
312
Cox Capital Management
Massachusetts
$963K -$4.13K -68 -0.4%
KRS
313
Kentucky Retirement Systems
Kentucky
$930K +$80.6K +1,328 +10%
VF
314
Virtu Financial
New York
$927K +$880K +14,489 New
VIA
315
Vident Investment Advisory
Georgia
$923K -$66.2K -1,090 -7%
Creative Planning
316
Creative Planning
Kansas
$908K -$48K -791 -5%
DIA
317
Dean Investment Associates
Ohio
$907K -$339K -5,579 -28%
American Century Companies
318
American Century Companies
Missouri
$906K -$180K -2,970 -17%
CIS
319
Capital International Sarl
California
$876K
BAM
320
Blueshift Asset Management
New Jersey
$876K +$832K +13,696 New
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$870K -$36.4K -600 -4%
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$845K -$42.5K -700 -5%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$845K -$29.1K -480 -4%
Walleye Trading
324
Walleye Trading
New York
$828K +$311K +5,119 +65%
MML Investors Services
325
MML Investors Services
Massachusetts
$826K -$391K -6,435 -33%

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.