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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
BFM
351
Boothbay Fund Management
New York
$401K +$50.2K +1,160 +15%
FP
352
FDO Partners
Massachusetts
$398K -$1.29M -29,789 -77%
Verition Fund Management
353
Verition Fund Management
Connecticut
$394K -$1.78M -41,182 -82%
CFG
354
CNO Financial Group
Indiana
$392K
AIL
355
AGF Investments LLC
Ontario, Canada
$381K -$30.7K -708 -8%
Jane Street
356
Jane Street
New York
$378K +$74.4K +1,718 +26%
TG
357
TLP Group
Illinois
$376K +$169K +3,898 +87%
CB
358
Chemical Bank
Michigan
$374K -$6.93K -160 -2%
QC
359
Quadrature Capital
United Kingdom
$365K +$354K +8,167 New
PCM
360
Pointe Capital Management
Michigan
$364K +$352K +8,134 New
HNB
361
Huntington National Bank
Ohio
$362K -$41.7K -963 -11%
MWAC
362
Mariner Wealth Advisors (Cincinnati)
Ohio
$343K +$332K +7,657 New
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$339K -$63.5K -1,467 -16%
Creative Planning
364
Creative Planning
Kansas
$336K -$2.67M -61,638 -89%
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$336K
OAM
366
Oxford Asset Management
United Kingdom
$335K +$324K +7,489 New
CIA
367
Capital Investment Advisors
Georgia
$330K +$87 +2 +0%
W
368
Wealthfront
California
$330K +$36.5K +842 +13%
II
369
IFM Investors
Australia
$328K +$101K +2,342 +47%
VIA
370
Virtus Investment Advisers
Connecticut
$324K -$633K -14,615 -67%
GW
371
GW & Wade
Massachusetts
$313K +$9.01K +208 +3%
MSV
372
MN Services Vermogensbeheer
Netherlands
$310K +$10.4K +240 +3%
AP
373
Advisor Partners
California
$309K +$28.6K +660 +11%
CC
374
ClearArc Capital
Ohio
$306K +$3.51K +81 +1%
AIP
375
Ameritas Investment Partners
Nebraska
$298K

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.