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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
Envestnet Asset Management
351
Envestnet Asset Management
Illinois
$432K +$40.8K +843 +10%
Pacer Advisors
352
Pacer Advisors
Pennsylvania
$428K +$169K +3,481 +62%
CIA
353
Capital Investment Advisors
Georgia
$424K +$8.19K +169 +2%
MLIC
354
Mandatum Life Insurance Company
Finland
$421K
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$407K
KI
356
Koch Industries
Kansas
$403K +$412K +8,514 New
II
357
IFM Investors
Australia
$399K +$8.62K +178 +2%
GP
358
GLG Partners
United Kingdom
$392K +$401K +8,281 New
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$390K +$4.79K +99 +1%
AP
360
Advisor Partners
California
$389K +$75.8K +1,565 +22%
GL
361
GLG LLC
New York
$382K
RCAG
362
Rehmann Capital Advisory Group
Michigan
$382K +$109K +2,254 +39%
Korea Investment Corp
363
Korea Investment Corp
South Korea
$378K -$1.26M -26,100 -77%
AWA
364
Acorn Wealth Advisors
Michigan
$378K +$398K +8,214 New
QAM
365
Quantres Asset Management
Cayman Islands
$369K +$136K +2,800 +56%
DZ Bank
366
DZ Bank
Germany
$360K +$306K +6,314 +486%
FCAG
367
First Capital Advisors Group
New Jersey
$354K -$17K -350 -4%
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$354K +$3.54K +73 +1%
CB
369
Chemical Bank
Michigan
$347K -$58.9K -1,216 -14%
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$345K -$885K -18,270 -71%
CC
371
ClearArc Capital
Ohio
$341K -$2.57K -53 -0.7%
PCM
372
Pointe Capital Management
Michigan
$338K -$5.33K -110 -2%
SIA
373
Starfire Investment Advisers
Michigan
$338K +$346K +7,150 New
GW
374
GW & Wade
Massachusetts
$333K +$969 +20 +0.3%
SFS
375
Sowell Financial Services
Arkansas
$322K +$21.6K +445 +6%

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.