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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
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$545K -$250K -5,760 -32%
PAG
327
Private Advisor Group
New Jersey
$544K +$591K +13,641 +196%
HighTower Advisors
328
HighTower Advisors
Illinois
$543K -$17.1K -394 -3%
FAAS
329
First Allied Advisory Services
California
$542K -$46.2K -1,066 -8%
SGI
330
Summit Global Investments
Utah
$540K +$45.5K +1,050 +10%
CI
331
Cavalier Investments
Georgia
$537K
Assenagon Asset Management
332
Assenagon Asset Management
Luxembourg
$533K +$517K +11,924 New
CI
333
Conning Inc
Connecticut
$531K +$7.36K +170 +1%
SPC
334
Sigma Planning Corp
Michigan
$525K +$25.1K +579 +5%
CI
335
Cigna Investments
Connecticut
$519K +$59.3K +1,369 +13%
OMCS
336
Old Mutual Customised Solutions
South Africa
$513K +$137K +3,174 +38%
Federated Hermes
337
Federated Hermes
Pennsylvania
$488K -$41.2K -950 -8%
V
338
Veritable
Delaware
$487K -$1.26K -29 -0.3%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$485K +$47.6K +1,100 +11%
SIM
340
Sonora Investment Management
Arizona
$485K
NIT
341
NumerixS Investment Technologies
British Columbia, Canada
$474K -$260K -5,991 -36%
CCM
342
Cadence Capital Management
Massachusetts
$473K -$332K -7,658 -42%
HHC
343
Hutchin Hill Capital
New York
$470K +$455K +10,500 New
EMG
344
Ellington Management Group
Connecticut
$452K +$438K +10,100 New
GL
345
GLG LLC
New York
$441K -$910 -21 -0.2%
TH
346
Timber Hill
Connecticut
$437K -$54.2K -1,251 -11%
IWA
347
IBEX Wealth Advisors
New Jersey
$433K +$43 +1 +0%
CA
348
Commerzbank Aktiengesellschaft
Germany
$433K +$128K +2,961 +44%
FT
349
Fiduciary Trust
Massachusetts
$431K +$303 +7 +0.1%
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$423K -$42.1K -971 -9%

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.