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CMS Energy
CMS

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: 6 → 7 (+1)

9% more funds holding

Funds holding: 475 → 518 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$106M
2
BC
Brookfield Corp
Ontario, Canada
+$74.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$205M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$188M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
Millennium Management
Millennium Management
New York
-$39.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
426
Quadrant Capital Group
Ohio
$105K – – –
TAM
427
Tiverton Asset Management
Delaware
$91K +$97 +2 +0.1%
Fuller & Thaler Asset Management
428
Fuller & Thaler Asset Management
California
$85K +$63K +1,300 +257%
CBT
429
Capital Bank & Trust
California
$80K – – –
OC
430
Oakworth Capital
Alabama
$76K – – –
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$73K – – –
GFP
432
Gryphon Financial Partners
Ohio
$72K +$74.1K +1,530 New
WB
433
Webster Bank
Connecticut
$68K – – –
FANJ
434
Financial Architects (New Jersey)
New Jersey
$67K – – –
SWA
435
Sutton Wealth Advisors
Florida
$57.8K – – –
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$56.7K +$46.4K +959 +400%
CTC
437
Central Trust Company
Missouri
$52K – – –
STA
438
Summit Trail Advisors
New York
$52K +$56.5K +1,167 New
TSW
439
Thompson Siegel & Walmsley
Virginia
$51K -$23.7M -489,763 -100%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$51K -$5.04K -104 -9%
RPC
441
Rossmore Private Capital
Connecticut
$48.1K +$49.3K +1,017 New
GLI
442
Guardian Life Insurance
New York
$43K +$13.3K +274 +43%
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$41K – – –
SBL
444
Sargent Bickham Lagudis
Colorado
$41K – – –
WAM
445
Wealthspire Advisors (Maryland)
Maryland
$40K +$10.2K +211 +34%
RFM
446
Royal Fund Management
Florida
$36K – – –
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$35K +$35.7K +738 New
CAW
448
Cornerstone Advisors (Washington)
Washington
$34K – – –
Simplex Trading
449
Simplex Trading
Illinois
$33K -$1.84K -38 -5%
VCM
450
Versant Capital Management
Arizona
$31K – – –
16 17
18
19 20

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.