We are live on ! Find out more
CMS icon

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
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$18K +$43 +1 +0.3%
PCP
452
Proficio Capital Partners
Massachusetts
$15K +$3.73K +86 +37%
PA
453
Parallel Advisors
California
$15K +$8.49K +196 +133%
EA
454
Edge Advisors
Georgia
$13K
JFA
455
JNBA Financial Advisors
Minnesota
$13K +$13K +300 New
TCOV
456
Trust Company of Vermont
Vermont
$12K
WAM
457
Watermark Asset Management
California
$12K +$11.3K +260 New
CB
458
Community Bank
New York
$11K -$18K -415 -64%
SNT
459
Security National Trust
West Virginia
$11K +$7.93K +183 +254%
SPIA
460
Steward Partners Investment Advisory
New York
$10K +$6.63K +153 +180%
AII
461
AGF Investments Inc
Ontario, Canada
$9K
ASN
462
Advisory Services Network
Georgia
$9K +$8.66K +200 New
ClearBridge Investments
463
ClearBridge Investments
New York
$8K -$433 -10 -5%
WPA
464
West Paces Advisors
Georgia
$7.25K
AssetMark Inc
465
AssetMark Inc
California
$6K
BBHC
466
Brown Brothers Harriman & Co
New York
$6K +$5.5K +127 New
WT
467
Whittier Trust
California
$6K +$5.59K +129 New
FIB
468
First Interstate Bank
Montana
$5K
GBT
469
Grove Bank & Trust
Florida
$5K
JWA
470
JFS Wealth Advisors
Pennsylvania
$5K
OFW
471
Omnia Family Wealth
Florida
$5K
PFBT
472
Parkside Financial Bank & Trust
Missouri
$5K
MFBTD
473
MB Financial Bank - Trust Department
Illinois
$5K +$4.94K +114 New
AF
474
Allworth Financial
California
$4K
AAF
475
Andra AP-fonden
Sweden
$3.87K -$407K -9,400 -10%

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.