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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
MYAM
401
Meiji Yasuda Asset Management
Japan
$212K +$205K +4,741 New
OA
402
Oxbow Advisors
Texas
$210K +$203K +4,687 New
Pacer Advisors
403
Pacer Advisors
Pennsylvania
$209K +$6.8K +157 +3%
BCP
404
Blue Chip Partners
Michigan
$206K +$1.47K +34 +0.7%
DIA
405
Dana Investment Advisors
Wisconsin
$206K +$199K +4,600 New
LCM
406
Laurion Capital Management
New York
$201K +$195K +4,500 New
PM
407
Parametrica Management
Hong Kong
$200K +$194K +4,474 New
PMFA
408
Plante Moran Financial Advisors
Michigan
$186K -$12.8K -296 -7%
BC
409
Brookfield Corp
Ontario, Canada
$159K +$154K +3,559 New
QCG
410
Quadrant Capital Group
Ohio
$118K +$6.28K +145 +6%
TC
411
Trust Company
Kansas
$109K
VanEck Associates
412
VanEck Associates
New York
$108K +$16K +370 +18%
ECM
413
Exchange Capital Management
Michigan
$106K
NIPH
414
NN Investment Partners Holdings
Netherlands
$86K
CFA
415
Carroll Financial Associates
North Carolina
$72K
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
$69K
OC
417
Oakworth Capital
Alabama
$68K
EWM
418
Evercore Wealth Management
New York
$67K +$14.3K +331 +28%
WB
419
Webster Bank
Connecticut
$66K
CTC
420
Central Trust Company
Missouri
$62K -$44.1K -1,017 -42%
WTB
421
Washington Trust Bank
Washington
$60K +$4.33K +100 +8%
HCA
422
Harbour Capital Advisors
Virginia
$59.5K +$57.6K +1,330 New
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$57K -$24.4K -564 -31%
TRCT
424
Tower Research Capital (TRC)
New York
$56K -$154K -3,546 -74%
DADC
425
D.A. Davidson & Co
Montana
$56K +$11.2K +259 +26%

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.