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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
FANJ
426
Financial Architects (New Jersey)
New Jersey
$55K +$1.99K +46 +4%
SWA
427
Sutton Wealth Advisors
Florida
$54.6K
GLI
428
Guardian Life Insurance
New York
$48K +$303 +7 +0.7%
Korea Investment Corp
429
Korea Investment Corp
South Korea
$48K +$32.2K +744 +225%
PB
430
Pinnacle Bancorp
Nebraska
$48K +$46.4K +1,070 New
CG
431
Cutler Group
California
$43K -$13K -300 -23%
SBL
432
Sargent Bickham Lagudis
Colorado
$38K
RFM
433
Royal Fund Management
Florida
$34K
RIM
434
Rampart Investment Management
Connecticut
$34K +$33.3K +769 New
ACS
435
Archford Capital Strategies
Illinois
$32K
CAW
436
Cornerstone Advisors (Washington)
Washington
$32K
VCM
437
Versant Capital Management
Arizona
$30K
NFG
438
Next Financial Group
Texas
$29K -$128K -2,960 -82%
CIA
439
ClearBridge Investments (Australia)
Australia
$27K +$12.3K +283 +95%
AIM
440
Acrospire Investment Management
Illinois
$27K +$26K +600 New
AIM
441
Advantage Investment Management
Iowa
$26K
IIC
442
Integrated Investment Consultants
Michigan
$26K
VCM
443
Vigilant Capital Management
Maine
$26K
MA
444
MUFG Americas
New York
$24K
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$23K
MBT
446
Monroe Bank & Trust
Michigan
$22K
GWM
447
Geneos Wealth Management
Colorado
$21K -$2.04K -47 -9%
HI
448
Hudock Inc
Pennsylvania
$21K +$173 +4 +0.8%
GI
449
Gradient Investments
Minnesota
$19K
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$19K +$10.8K +249 +138%

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.