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CMS Energy

395 hedge funds and large institutions have $7.98B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

159,133% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.12M

31% more capital invested

Capital invested by funds: $6.11B → $7.98B (+$1.87B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 134

1.05% more ownership

Funds ownership: 85.29%86.33% (+1%)

1% more funds holding

Funds holding: 391395 (+4)

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
46
Increased
157
Reduced
134
Closed
38
Calls
$1.78B
Puts
$1.12M
Net Calls
+$1.78B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
426
Brown Brothers Harriman & Co
New York
-$15K -566 Closed
PP
427
Palladium Partners
Virginia
-$11K -400 Closed
FHB
428
First Hawaiian Bank
Hawaii
-$3K -116 Closed
SSG
429
Summit Securities Group
New York
-$3K -100 Closed
RFA
430
Reilly Financial Advisors
California
-$2K -70 Closed
MA
431
MCF Advisors
Kentucky
-$1K -33 Closed
TCA
432
Tortoise Capital Advisors
Kansas
-$1K -20 Closed

CMS Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $7.98B — up 31% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 157 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $121M.

  • 395 institutional investors held CMS Energy (CMS) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.98B of CMS Energy stock for Q3 2013, up 31% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q3 2013 and 38 closed out, a net change of +8 holders.
  • The largest CMS Energy buyer in Q3 2013 was Millennium Management, an estimated $101M added.
  • The largest CMS Energy seller in Q3 2013 was Goldman Sachs, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2013.