CMS Energy
CMS
497 hedge funds and large institutions have $11.5B invested in CMS Energy in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 177 reducing their positions, and 76 closing their positions.
1,643% more call options, than puts
Call options by funds: $4.38M | Put options by funds: $251K
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1.27% more ownership
Funds ownership: 88.37% → 89.63% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 177
3% less capital invested
Capital invested by funds: $11.8B → $11.5B (-$328M)
4% less funds holding
Funds holding: 518 → 497 (-21)
21% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$219M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$152M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 4 |
BlackRock
New York
|
+$65.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$235M |
| 2 |
Millennium Management
New York
|
-$102M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$72.6M |
| 4 |
Goldman Sachs
New York
|
-$70.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$45.6M |
CMS Hedge Fund Activity: Q1 2018 in Review
497 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2018, worth a combined $11.5B — down 2.8% from $11.8B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of CMS and 60 opened new positions — a net loss of 16 holders — while 177 trimmed existing stakes and 183 added.
The largest buyer was Eaton Vance Management, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $235M.
- 497 institutional investors held CMS Energy (CMS) as of Q1 2018, down from 518 in Q4 2017.
- Funds reported $11.5B of CMS Energy stock for Q1 2018, down 2.8% quarter-over-quarter.
- 60 funds opened new CMS Energy positions in Q1 2018 and 76 closed out, a net change of -16 holders.
- The largest CMS Energy buyer in Q1 2018 was Eaton Vance Management, an estimated $219M added.
- The largest CMS Energy seller in Q1 2018 was JP Morgan Chase, an estimated $235M sold.
Based on aggregated 13F filings for Q1 2018.