CMS Energy
397 hedge funds and large institutions have $7.02B invested in CMS Energy in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 35 closing their positions.
2,829% more call options, than puts
Call options by funds: $24.2M | Put options by funds: $826K
1.86% less ownership
Funds ownership: 88.53% → 86.67% (-1.9%)
3% less funds holding
Funds holding: 408 → 397 (-11)
5% less capital invested
Capital invested by funds: $7.42B → $7.02B (-$402M)
10% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 160
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$278M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.7M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$79.1M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$33.9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$122M |
| 2 |
Millennium Management
New York
|
-$58.8M |
| 3 |
JP Morgan Chase
New York
|
-$47.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$28.9M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$24.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YMRC
426
Yorktown Management & Research Company
Forest,
Virginia
| – | -$202K | -6,500 | Closed |
|
|
AP
427
Advisors Preferred
Rockville,
Maryland
| – | -$109K | -3,484 | Closed |
|
|
BRWA
428
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$53.7K | -1,725 | Closed |
|
429
Group One Trading
Chicago,
Illinois
| – | -$43.2K | -1,447 | Closed |
|
|
MBT
430
Monroe Bank & Trust
Monroe,
Michigan
| – | -$16K | -500 | Closed |
|
431
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -51 | Closed |
|
CMS Hedge Fund Activity: Q3 2014 in Review
397 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2014, worth a combined $7.02B — down 5.4% from $7.42B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of CMS and 30 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 144 added.
The largest buyer was Capital Research Global Investors, adding an estimated $278M. The largest seller was Norges Bank, cutting an estimated $122M.
- 397 institutional investors held CMS Energy (CMS) as of Q3 2014, down from 408 in Q2 2014.
- Funds reported $7.02B of CMS Energy stock for Q3 2014, down 5.4% quarter-over-quarter.
- 30 funds opened new CMS Energy positions in Q3 2014 and 35 closed out, a net change of -5 holders.
- The largest CMS Energy buyer in Q3 2014 was Capital Research Global Investors, an estimated $278M added.
- The largest CMS Energy seller in Q3 2014 was Norges Bank, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2014.