CMS Energy
483 hedge funds and large institutions have $11.5B invested in CMS Energy in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 168 reducing their positions, and 34 closing their positions.
1,142% more call options, than puts
Call options by funds: $18M | Put options by funds: $1.45M
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 168
10% more capital invested
Capital invested by funds: $10.5B → $11.5B (+$1.03B)
2% more funds holding
Funds holding: 472 → 483 (+11)
1.02% less ownership
Funds ownership: 90.97% → 89.95% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$77.2M |
| 2 |
Goldman Sachs
New York
|
+$61.6M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$60.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$45M |
| 5 |
LC
LNZ Capital
New York
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$128M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$118M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$46.9M |
| 4 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$33.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.1M |
CMS Hedge Fund Activity: Q2 2016 in Review
483 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2016, worth a combined $11.5B — up 9.8% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CMS positions and 34 closed out — a net gain of 16 holders — while 191 added to existing stakes and 168 trimmed.
The largest buyer was Millennium Management, adding an estimated $77.2M. The largest seller was Capital International Investors, cutting an estimated $128M.
- 483 institutional investors held CMS Energy (CMS) as of Q2 2016, up from 472 in Q1 2016.
- Funds reported $11.5B of CMS Energy stock for Q2 2016, up 9.8% quarter-over-quarter.
- 50 funds opened new CMS Energy positions in Q2 2016 and 34 closed out, a net change of +16 holders.
- The largest CMS Energy buyer in Q2 2016 was Millennium Management, an estimated $77.2M added.
- The largest CMS Energy seller in Q2 2016 was Capital International Investors, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2016.