CMS Energy
428 hedge funds and large institutions have $10.7B invested in CMS Energy in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 150 reducing their positions, and 38 closing their positions.
1,697% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $818K
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
3% more funds holding
Funds holding: 416 → 428 (+12)
3% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 150
2% more capital invested
Capital invested by funds: $10.5B → $10.7B (+$234M)
0.13% less ownership
Funds ownership: 91.03% → 90.9% (-0.13%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$82.8M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$80.4M |
| 3 |
Bank of New York Mellon
New York
|
+$44.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.8M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$56.3M |
| 2 |
SO
STRS Ohio
Columbus,
Ohio
|
-$43.5M |
| 3 |
JP Morgan Chase
New York
|
-$33.9M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$20.9M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$18.6M |
CMS Hedge Fund Activity: Q4 2015 in Review
428 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2015, worth a combined $10.7B — up 2.2% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CMS positions and 38 closed out — a net gain of 16 holders — while 154 added to existing stakes and 150 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $82.8M. The largest seller was Massachusetts Financial Services, cutting an estimated $56.3M.
- 428 institutional investors held CMS Energy (CMS) as of Q4 2015, up from 416 in Q3 2015.
- Funds reported $10.7B of CMS Energy stock for Q4 2015, up 2.2% quarter-over-quarter.
- 54 funds opened new CMS Energy positions in Q4 2015 and 38 closed out, a net change of +16 holders.
- The largest CMS Energy buyer in Q4 2015 was Capital Research Global Investors, an estimated $82.8M added.
- The largest CMS Energy seller in Q4 2015 was Massachusetts Financial Services, an estimated $56.3M sold.
Based on aggregated 13F filings for Q4 2015.