We are live on ! Find out more
CMS icon

CMS Energy

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: 67 (+1)

9% more funds holding

Funds holding: 475518 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
451
Sun Life Financial
Ontario, Canada
$29K -$70.8K -1,461 -70%
AIM
452
Advantage Investment Management
Iowa
$28K
VCM
453
Vigilant Capital Management
Maine
$28K
AIS
454
AlphaOne Investment Services
Pennsylvania
$27K +$27.3K +563 New
GWM
455
Geneos Wealth Management
Colorado
$26K +$4.21K +87 +18%
MA
456
MUFG Americas
New York
$25K
OPWM
457
Oak Point Wealth Management
Michigan
$25K +$25.3K +523 New
MCM
458
Mainstay Capital Management
Michigan
$24K +$24.2K +500 New
GI
459
Gradient Investments
Minnesota
$22K +$22.4K +462 New
PA
460
Parallel Advisors
California
$20K -$97 -2 -0.5%
MSFP
461
Mark Sheptoff Financial Planning
Connecticut
$19K
AssetMark Inc
462
AssetMark Inc
California
$19K +$6.68K +138 +52%
AS
463
Altshuler Shaham
Israel
$18K +$18.6K +385 New
WTB
464
Washington Trust Bank
Washington
$17K -$8.23K -170 -33%
GBT
465
Grove Bank & Trust
Florida
$17K
PCP
466
Proficio Capital Partners
Massachusetts
$16K +$1.84K +38 +12%
MOS
467
MGO One Seven
Ohio
$16K +$16.9K +348 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$15K +$2.33K +48 +17%
JFA
469
JNBA Financial Advisors
Minnesota
$14K
TCOV
470
Trust Company of Vermont
Vermont
$13K
KA
471
Kaizen Advisory
Illinois
$13K +$13K +268 New
WAM
472
Watermark Asset Management
California
$12K +$48 +1 +0.4%
GTAM
473
Global Trust Asset Management
Florida
$12K +$12.4K +256 New
CB
474
Community Bank
New York
$11K
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$11K

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.