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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
MME
326
Meag Munich Ergo
Germany
$644K +$654K +13,506 New
QC
327
Quadrature Capital
United Kingdom
$631K +$645K +13,327 New
AIL
328
AGF Investments LLC
Ontario, Canada
$599K +$147K +3,045 +32%
PI
329
Pettee Investors
Connecticut
$583K +$10.2K +211 +2%
EMG
330
Ellington Management Group
Connecticut
$582K +$596K +12,300 New
LMGAM
331
Liberty Mutual Group Asset Management
Massachusetts
$569K -$5.67K -117 -1%
Creative Planning
332
Creative Planning
Kansas
$565K +$131K +2,701 +29%
CI
333
Conning Inc
Connecticut
$564K +$7.75K +160 +1%
CCM
334
Cadence Capital Management
Massachusetts
$550K -$97.9K -2,022 -15%
TCM
335
Teza Capital Management
Illinois
$548K +$561K +11,577 New
TC
336
Trilogy Capital
California
$548K +$561K +11,583 New
Verition Fund Management
337
Verition Fund Management
Connecticut
$547K +$34.1K +704 +6%
B
338
Barings
North Carolina
$535K
OI
339
Oakbrook Investments
Illinois
$524K -$48.4K -1,000 -8%
SIM
340
Sonora Investment Management
Arizona
$523K +$10.6K +219 +2%
GH
341
GAM Holding
Switzerland
$519K -$32K -661 -6%
Nordea Investment Management
342
Nordea Investment Management
Sweden
$517K -$67.5K -1,394 -11%
SPC
343
Sigma Planning Corp
Michigan
$516K -$7.22K -149 -1%
1832 Asset Management
344
1832 Asset Management
Ontario, Canada
$500K +$531K +10,971 New
CI
345
Cigna Investments
Connecticut
$488K -$14.5K -300 -3%
PG
346
Pendal Group
Australia
$486K
HNB
347
Huntington National Bank
Ohio
$473K -$194 -4 -0%
V
348
Veritable
Delaware
$461K -$68.5K -1,414 -13%
Capital Fund Management (CFM)
349
Capital Fund Management (CFM)
France
$459K -$194K -4,000 -29%
FT
350
Fiduciary Trust
Massachusetts
$455K

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.