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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
P
376
Pitcairn
Pennsylvania
$297K -$3.85K -89 -1%
FWM
377
Focused Wealth Management
New York
$286K
CHP
378
Cable Hill Partners
Oregon
$281K -$7.45K -172 -3%
CWM
379
Confluence Wealth Management
Oregon
$276K +$10.2K +235 +4%
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$273K
FFC
381
First Financial Corp
Indiana
$270K -$25.3K -583 -9%
MCP
382
Mirador Capital Partners
California
$267K +$5.59K +129 +2%
PL
383
Parkwood LLC
Ohio
$262K -$27.2K -628 -10%
JMPWA
384
JP Morgan Private Wealth Advisors
California
$255K +$15.9K +368 +7%
PI
385
Putnam Investments
Massachusetts
$248K -$13K -300 -5%
LS
386
Livforsakringsbolaget Skandia
Sweden
$241K -$632K -14,600 -73%
MCM
387
Murphy Capital Management
New Jersey
$238K
RCAG
388
Rehmann Capital Advisory Group
Michigan
$237K -$81.6K -1,883 -26%
TMAM
389
Tokio Marine Asset Management
Japan
$237K -$61.6K -1,422 -21%
CGL
390
Clarius Group LLC
Washington
$237K +$1.56K +36 +0.7%
GCMG
391
Gyroscope Capital Management Group
Florida
$237K +$229K +5,291 New
TSS
392
Two Sigma Securities
New York
$235K +$227K +5,248 New
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$230K -$736 -17 -0.3%
BF
394
BOK Financial
Oklahoma
$229K -$16.8K -388 -7%
Envestnet Asset Management
395
Envestnet Asset Management
Illinois
$226K -$42.6K -983 -16%
Cerity Partners
396
Cerity Partners
New York
$225K +$218K +5,040 New
EWM
397
Endurance Wealth Management
Rhode Island
$224K
LCS
398
Levin Capital Strategies
New York
$217K -$74.1K -1,710 -26%
Bessemer Group
399
Bessemer Group
New Jersey
$216K +$20.1K +463 +11%
Brown Advisory
400
Brown Advisory
Maryland
$214K -$3.25K -75 -2%

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.