CMS Energy
392 hedge funds and large institutions have $6.31B invested in CMS Energy in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 138 increasing their positions, 157 reducing their positions, and 39 closing their positions.
1,905% more call options, than puts
Call options by funds: $28.8M | Put options by funds: $1.44M
1.95% more ownership
Funds ownership: 86.33% → 88.28% (+1.9%)
0% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 39
1% less funds holding
Funds holding: 395 → 392 (-3)
12% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 157
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less capital invested
Capital invested by funds: $7.98B → $6.31B (-$1.67B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.9M |
| 2 |
SO
STRS Ohio
Columbus,
Ohio
|
+$26.9M |
| 3 |
Cohen & Steers
New York
|
+$26.6M |
| 4 |
JP Morgan Chase
New York
|
+$25.5M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$38.8M |
| 2 |
Two Sigma Investments
New York
|
-$36M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$31.6M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
-$31M |
| 5 |
D.E. Shaw & Co
New York
|
-$30.6M |
CMS Hedge Fund Activity: Q4 2013 in Review
392 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2013, worth a combined $6.31B — down 21% from $7.98B a quarter earlier.
Fund positioning in CMS was balanced in Q4 2013: 39 funds opened new positions, 39 closed out, 138 added to existing stakes and 157 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $92.9M. The largest seller was Pictet Asset Management (UK), cutting an estimated $38.8M.
- 392 institutional investors held CMS Energy (CMS) as of Q4 2013, down from 395 in Q3 2013.
- Funds reported $6.31B of CMS Energy stock for Q4 2013, down 21% quarter-over-quarter.
- 39 funds opened new CMS Energy positions in Q4 2013 and 39 closed out, a net change of 0 holders.
- The largest CMS Energy buyer in Q4 2013 was Fidelity Investments, an estimated $92.9M added.
- The largest CMS Energy seller in Q4 2013 was Pictet Asset Management (UK), an estimated $38.8M sold.
Based on aggregated 13F filings for Q4 2013.