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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
PM
401
Parametrica Management
Hong Kong
$231K +$237K +4,893 New
WS
402
Wedbush Securities
California
$223K +$228K +4,715 New
PSUF
403
People's United Financial
Connecticut
$221K +$226K +4,666 New
GT
404
Greenleaf Trust
Michigan
$220K +$213K +4,400 +1,746%
EWM
405
Evercore Wealth Management
New York
$216K -$14.5K -300 -6%
PMFA
406
Plante Moran Financial Advisors
Michigan
$216K
JIC
407
Johnson Investment Counsel
Ohio
$215K +$4.99K +103 +2%
Mackenzie Financial
408
Mackenzie Financial
Ontario, Canada
$213K +$218K +4,509 New
PAG
409
Private Advisor Group
New Jersey
$211K -$115K -2,368 -34%
FFC
410
First Financial Corp
Indiana
$210K -$4.84K -100 -2%
EDRH
411
Edmond de Rothschild Holding
Switzerland
$206K
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$205K -$46.6K -963 -18%
LS
413
Livforsakringsbolaget Skandia
Sweden
$202K -$53.3K -1,100 -20%
DILIC
414
Dai-ichi Life Insurance Company
Japan
$202K +$206K +4,262 New
II
415
Inspire Investing
Idaho
$177K +$181K +3,742 New
RIM
416
Rampart Investment Management
Connecticut
$162K -$20.7K -428 -11%
BCP
417
Blue Chip Partners
Michigan
$157K -$3.73K -77 -2%
CIA
418
ClearBridge Investments (Australia)
Australia
$157K +$10.8K +224 +7%
TCA
419
Tortoise Capital Advisors
Kansas
$148K +$150K +3,089 +6,304%
IA
420
IFP Advisors
Florida
$133K -$553K -11,409 -80%
SWP
421
Stratos Wealth Partners
Ohio
$132K +$135K +2,794 New
TRCT
422
Tower Research Capital (TRC)
New York
$129K +$96.8K +1,998 +271%
C
423
Cerebellum
California
$122K +$124K +2,569 New
TC
424
Trust Company
Kansas
$115K
FIM
425
Foresters Investment Management
New York
$109K +$13.2K +273 +13%

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.