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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
CAPTRUST Financial Advisors
451
CAPTRUST Financial Advisors
North Carolina
$160K +$28.6K +471 +23%
PCM
452
Prelude Capital Management
New York
$155K -$78.1K -1,287 -35%
FFC
453
First Financial Corp
Indiana
$145K -$6.86K -113 -5%
HCM
454
Hilton Capital Management
New York
$142K +$24.7K +407 +22%
APA
455
American Portfolios Advisors
New York
$129K +$52K +857 +74%
IA
456
IFP Advisors
Florida
$125K +$119K +1,953 New
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$119K +$20.6K +340 +22%
ZB
458
Zions Bancorporation
Utah
$107K
CFGS
459
Concourse Financial Group Securities
Alabama
$104K -$132K -2,168 -57%
CG
460
Cutler Group
California
$103K +$98.5K +1,623 New
OC
461
Oakworth Capital
Alabama
$99K
NICM
462
Neo Ivy Capital Management
New York
$96K +$92.6K +1,525 New
BBHC
463
Brown Brothers Harriman & Co
New York
$94K +$54.4K +896 +157%
LC
464
Lindbrook Capital
California
$88K
PCG
465
Private Capital Group
Connecticut
$86K +$63.4K +1,045 +348%
OAM
466
Oppenheimer Asset Management
New York
$85K -$182 -3 -0.2%
AIM
467
AIA Investment Management
Singapore
$84K +$79.5K +1,309 New
SWA
468
Sutton Wealth Advisors
Florida
$78.1K
AF
469
Advisornet Financial
Minnesota
$78K -$37.8K -623 -34%
CAW
470
Cornerstone Advisors (Washington)
Washington
$71K +$2.49K +41 +4%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$66K
CIAS
472
Capital Investment Advisory Services
North Carolina
$64K
PB
473
Pinnacle Bancorp
Nebraska
$61K
BCA
474
Berman Capital Advisors
Georgia
$58K +$61 +1 +0.1%
SBL
475
Sargent Bickham Lagudis
Colorado
$55K

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.