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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
AP
326
Advisor Partners
California
$822K +$52K +856 +7%
ZCA
327
Zeke Capital Advisors
Pennsylvania
$815K +$8.56K +141 +1%
DTL
328
Dynamic Technology Lab
Singapore
$795K +$755K +12,437 New
P
329
Pitcairn
Pennsylvania
$780K -$20.7K -341 -3%
B
330
Barings
North Carolina
$775K
SPIA
331
Steward Partners Investment Advisory
New York
$771K +$11.5K +190 +2%
TRCT
332
Tower Research Capital (TRC)
New York
$765K +$711K +11,718 +4,903%
Jacobs Levy Equity Management
333
Jacobs Levy Equity Management
New Jersey
$761K +$14.6K +240 +2%
OI
334
Oakbrook Investments
Illinois
$749K -$103K -1,700 -13%
II
335
Inspire Investing
Idaho
$719K -$183K -3,014 -21%
HIS
336
Horizon Investment Services
Indiana
$718K -$2.49K -41 -0.4%
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$691K +$2.67K +44 +0.4%
LMAM
338
Legg Mason Asset Management
Japan
$691K +$97.7K +1,610 +18%
SAM
339
Strategy Asset Managers
California
$661K +$628K +10,343 New
V
340
Veritable
Delaware
$660K +$17.2K +283 +3%
OSIA
341
O'Shares Investment Advisers
Massachusetts
$654K -$82.8K -1,364 -12%
CA
342
Commerzbank Aktiengesellschaft
Germany
$638K -$17.9K -295 -3%
DIM
343
DC Investments Management
Virginia
$633K -$50K -824 -8%
AI
344
Atria Investments
North Carolina
$628K +$81.2K +1,338 +16%
HNB
345
Huntington National Bank
Ohio
$623K +$29K +477 +5%
FT
346
Fiduciary Trust
Massachusetts
$607K
Acadian Asset Management
347
Acadian Asset Management
Massachusetts
$604K
VLKIM
348
Van Lanschot Kempen Investment Management
Netherlands
$591K +$149K +2,446 +36%
6M
349
6 Meridian
Kansas
$582K -$25.6K -421 -4%
JMPWA
350
JP Morgan Private Wealth Advisors
California
$582K +$332K +5,462 +150%

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.