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CMS Energy

555 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,135% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $384K

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $15.3B → $16.9B (+$1.59B)

2% more funds holding

Funds holding: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.17% less ownership

Funds ownership: 93.36%93.18% (-0.17%)

15% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 217

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Capital Investment Advisors
Georgia
$416K -$15K -247 -4%
CWM
377
Confluence Wealth Management
Oregon
$416K +$15.2K +250 +4%
CCM
378
Crabel Capital Management
California
$415K -$11.2K -185 -3%
FSC
379
Full Sail Capital
Oklahoma
$410K
TNB
380
TCF National Bank
South Dakota
$405K +$384K +6,330 New
VWM
381
Venturi Wealth Management
Texas
$403K -$4.74K -78 -1%
TSS
382
Two Sigma Securities
New York
$402K +$382K +6,285 New
MCM
383
MAI Capital Management
Ohio
$401K -$4.49K -74 -1%
JT
384
Jump Trading
Illinois
$389K -$580K -9,550 -61%
HF
385
HRT Financial
New York
$389K +$369K +6,083 New
TCM
386
Teza Capital Management
Illinois
$387K +$367K +6,047 New
William Blair & Company
387
William Blair & Company
Illinois
$381K +$108K +1,785 +43%
SFS
388
Sowell Financial Services
Arkansas
$371K +$352K +5,798 New
MYLI
389
Meiji Yasuda Life Insurance
Japan
$365K -$168K -2,770 -33%
Impax Asset Management Group
390
Impax Asset Management Group
United Kingdom
$365K +$37.1K +611 +12%
RFC
391
Regions Financial Corp
Alabama
$358K +$340K +5,600 New
PCM
392
Pointe Capital Management
Michigan
$357K
MSAM
393
Moloney Securities Asset Management
Missouri
$355K +$337K +5,545 New
UCFA
394
United Capital Financial Advisors
Texas
$344K -$204K -3,352 -38%
BNP Paribas Asset Management
395
BNP Paribas Asset Management
France
$341K -$901K -14,835 -74%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$341K -$16.6K -274 -5%
RJT
397
Raymond James Trust
Florida
$340K +$25.4K +418 +9%
TCA
398
Tortoise Capital Advisors
Kansas
$336K +$117K +1,928 +58%
NIT
399
NumerixS Investment Technologies
British Columbia, Canada
$335K +$205K +3,376 +181%
CCP
400
Corient Capital Partners
California
$327K +$45.2K +744 +17%

CMS Hedge Fund Activity: Q3 2019 in Review

555 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2019, worth a combined $16.9B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CMS positions and 54 closed out — a net gain of 12 holders — while 185 added to existing stakes and 217 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.9M. The largest seller was Millennium Management, cutting an estimated $106M.

  • 555 institutional investors held CMS Energy (CMS) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $16.9B of CMS Energy stock for Q3 2019, up 10% quarter-over-quarter.
  • 66 funds opened new CMS Energy positions in Q3 2019 and 54 closed out, a net change of +12 holders.
  • The largest CMS Energy buyer in Q3 2019 was Citadel Advisors, an estimated $57.9M added.
  • The largest CMS Energy seller in Q3 2019 was Millennium Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2019.