CMS Energy
472 hedge funds and large institutions have $10.5B invested in CMS Energy in 2016 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 164 increasing their positions, 173 reducing their positions, and 30 closing their positions.
495% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $2.49M
150% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 30
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
10% more funds holding
Funds holding: 428 → 472 (+44)
0.07% more ownership
Funds ownership: 90.9% → 90.97% (+0.07%)
2% less capital invested
Capital invested by funds: $10.7B → $10.5B (-$220M)
5% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$109M |
| 2 |
JP Morgan Chase
New York
|
+$97.5M |
| 3 |
Millennium Management
New York
|
+$84.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$63.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$59.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$55.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$52.7M |
CMS Hedge Fund Activity: Q1 2016 in Review
472 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2016, worth a combined $10.5B — down 2.1% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new CMS positions and 30 closed out — a net gain of 45 holders — while 164 added to existing stakes and 173 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $116M.
- 472 institutional investors held CMS Energy (CMS) as of Q1 2016, up from 428 in Q4 2015.
- Funds reported $10.5B of CMS Energy stock for Q1 2016, down 2.1% quarter-over-quarter.
- 75 funds opened new CMS Energy positions in Q1 2016 and 30 closed out, a net change of +45 holders.
- The largest CMS Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $109M added.
- The largest CMS Energy seller in Q1 2016 was Fidelity Investments, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2016.