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CMS Energy

395 hedge funds and large institutions have $7.98B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

159,133% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.12M

31% more capital invested

Capital invested by funds: $6.11B → $7.98B (+$1.87B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 134

1.05% more ownership

Funds ownership: 85.29%86.33% (+1%)

1% more funds holding

Funds holding: 391395 (+4)

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
46
Increased
157
Reduced
134
Closed
38
Calls
$1.78B
Puts
$1.12M
Net Calls
+$1.78B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$63.9M +$3.19M +117,510 +5%
Bank of America
27
Bank of America
North Carolina
$51.3M -$107M -3,941,402 -67%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$48.2M +$1.56M +57,508 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$46.7M +$22.2M +817,208 +85%
N
30
Nuveen
North Carolina
$46.1M +$11.4M +419,383 +31%
TSW
31
Thompson Siegel & Walmsley
Virginia
$45.4M +$7.09M +261,185 +18%
Legal & General Group
32
Legal & General Group
United Kingdom
$45M +$4.57M +168,164 +11%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$44.9M +$17.8M +655,579 +62%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$44.4M -$622K -22,900 -1%
PAMU
35
Pictet Asset Management (UK)
United Kingdom
$41.7M -$10.4M -383,378 -19%
BIM
36
BlackRock Investment Management
Delaware
$39.1M -$8.82M -324,607 -18%
WCM
37
Winton Capital Management
United Kingdom
$38.2M -$5.89M -216,793 -13%
Deutsche Bank
38
Deutsche Bank
Germany
$37.7M +$7.53M +277,195 +24%
Two Sigma Investments
39
Two Sigma Investments
New York
$37M +$36.1M +1,330,737 +1,758%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$35M -$9.79M -360,530 -21%
TCIM
41
TIAA CREF Investment Management
New York
$34.4M -$4.39M -161,703 -11%
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$31.6M -$14.9M -550,025 -31%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$31.4M -$1.44M -52,832 -4%
AI
44
Analytic Investors
California
$31M +$2.69M +98,995 +9%
TA
45
Teachers Advisors
New York
$30.9M +$5.13M +188,780 +19%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$29.7M +$2.4M +88,200 +8%
Morgan Stanley
47
Morgan Stanley
New York
$29.6M +$9.47M +348,524 +45%
USAA
48
United Services Automobile Association
Texas
$29.3M -$3.42M -125,953 -10%
RFC
49
Russell Frank Company
Washington
$27.2M +$10.7M +392,733 +61%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$25.7M +$334K +12,300 +1%

CMS Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $7.98B — up 31% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 157 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $121M.

  • 395 institutional investors held CMS Energy (CMS) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.98B of CMS Energy stock for Q3 2013, up 31% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q3 2013 and 38 closed out, a net change of +8 holders.
  • The largest CMS Energy buyer in Q3 2013 was Millennium Management, an estimated $101M added.
  • The largest CMS Energy seller in Q3 2013 was Goldman Sachs, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2013.