We are live on ! Find out more
CMS icon

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
MCP
376
Mirador Capital Partners
California
$318K +$11.5K +237 +4%
PSF
377
Pacific Sun Financial
California
$318K +$325K +6,717 New
Parallax Volatility Advisers
378
Parallax Volatility Advisers
California
$312K +$320K +6,600 New
HAM
379
Highstreet Asset Management
Ontario, Canada
$301K -$101K -2,091 -25%
AIP
380
Ameritas Investment Partners
Nebraska
$299K
FA
381
FDx Advisors
Illinois
$287K +$38.5K +794 +15%
CHP
382
Cable Hill Partners
Oregon
$286K
GCA
383
Gideon Capital Advisors
New York
$282K +$289K +5,957 New
DCM
384
Delpha Capital Management
New York
$280K +$287K +5,930 New
BFM
385
Boothbay Fund Management
New York
$274K +$37.5K +775 +15%
CWM
386
Confluence Wealth Management
Oregon
$271K -$4.89K -101 -2%
CC
387
Cognios Capital
Kansas
$271K +$66.8K +1,380 +32%
DTL
388
Dynamic Technology Lab
Singapore
$270K -$486K -10,036 -64%
FQ
389
First Quadrant
California
$266K -$17.6M -362,699 -98%
Bessemer Group
390
Bessemer Group
New Jersey
$266K -$1.94K -40 -0.7%
Cerity Partners
391
Cerity Partners
New York
$265K +$9.73K +201 +4%
Jane Street
392
Jane Street
New York
$263K +$269K +5,556 New
BF
393
BOK Financial
Oklahoma
$247K -$13.1K -271 -5%
MCM
394
Murphy Capital Management
New Jersey
$247K -$4.84K -100 -2%
CG
395
Colony Group
Massachusetts
$244K +$15.6K +322 +7%
SBH
396
Segall Bryant & Hamill
Illinois
$241K
EWM
397
Endurance Wealth Management
Rhode Island
$237K
KF
398
Krilogy Financial
Missouri
$237K
CGL
399
Clarius Group LLC
Washington
$236K +$1.6K +33 +0.7%
JMPWA
400
JP Morgan Private Wealth Advisors
California
$232K -$47.9K -990 -17%

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.