We are live on ! Find out more
CMS icon

CMS Energy

555 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,135% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $384K

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $15.3B → $16.9B (+$1.59B)

2% more funds holding

Funds holding: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.17% less ownership

Funds ownership: 93.36%93.18% (-0.17%)

15% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 217

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
426
Jefferies Group
New York
$249K +$237K +3,900 New
LOAMS
427
Lombard Odier Asset Management (Switzerland)
Switzerland
$246K -$928K -15,288 -80%
CHP
428
Cable Hill Partners
Oregon
$243K
LS
429
Livforsakringsbolaget Skandia
Sweden
$242K
QCG
430
Quadrant Capital Group
Ohio
$238K +$8.14K +134 +4%
LP
431
LMR Partners
United Kingdom
$238K +$226K +3,724 New
CA
432
Calton & Associates
Florida
$237K +$225K +3,705 New
SFA
433
Sequoia Financial Advisors
Ohio
$236K -$65.6K -1,080 -23%
BRWA
434
B. Riley Wealth Advisors
Florida
$226K +$213K +3,515 New
BP
435
Ballentine Partners
Massachusetts
$216K +$205K +3,380 New
AIA
436
Avalon Investment & Advisory
Texas
$212K -$13.2M -216,915 -98%
AssetMark Inc
437
AssetMark Inc
California
$210K -$13.8K -228 -6%
AS
438
Altshuler Shaham
Israel
$209K +$102K +1,678 +106%
TCOT
439
Trust Company of Toledo
Ohio
$206K +$196K +3,222 New
LOAME
440
Lombard Odier Asset Management (Europe)
United Kingdom
$205K +$195K +3,210 New
SP
441
Successful Portfolios
Florida
$203K +$193K +3,174 New
LRIA
442
Leonard Rickey Investment Advisors
Washington
$203K +$193K +3,176 New
SI
443
Stephens Inc
Arkansas
$201K +$191K +3,141 New
S
444
SignatureFD
Georgia
$195K +$29K +478 +19%
TA
445
Thor Advisors
New York
$189K +$179K +2,953 New
TAM
446
Tiverton Asset Management
Delaware
$174K +$76.7K +1,263 +86%
BAM
447
Belpointe Asset Management
Nevada
$172K -$4.19K -69 -3%
AA
448
Advisory Alpha
Michigan
$166K +$156K +2,575 New
BCP
449
Blue Chip Partners
Michigan
$162K +$911 +15 +0.6%
Fuller & Thaler Asset Management
450
Fuller & Thaler Asset Management
California
$160K -$121K -2,000 -44%

CMS Hedge Fund Activity: Q3 2019 in Review

555 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2019, worth a combined $16.9B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CMS positions and 54 closed out — a net gain of 12 holders — while 185 added to existing stakes and 217 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.9M. The largest seller was Millennium Management, cutting an estimated $106M.

  • 555 institutional investors held CMS Energy (CMS) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $16.9B of CMS Energy stock for Q3 2019, up 10% quarter-over-quarter.
  • 66 funds opened new CMS Energy positions in Q3 2019 and 54 closed out, a net change of +12 holders.
  • The largest CMS Energy buyer in Q3 2019 was Citadel Advisors, an estimated $57.9M added.
  • The largest CMS Energy seller in Q3 2019 was Millennium Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2019.