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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
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$92.2M +$4.6M +95,033 +5%
MBA
27
Maple-Brown Abbott
Australia
$85M +$22.1M +456,536 +34%
Wells Fargo
28
Wells Fargo
California
$77.6M +$36.1M +744,878 +83%
BC
29
Brookfield Corp
Ontario, Canada
$72.6M +$74.3M +1,534,959 New
Norges Bank
30
Norges Bank
Norway
$69.8M -$21.8M -449,508 -23%
ZP
31
Zimmer Partners
New York
$64.6M +$43M +887,500 +186%
Cohen & Steers
32
Cohen & Steers
New York
$62.9M +$11.2M +230,446 +21%
PPA
33
Parametric Portfolio Associates
Washington
$62.8M +$3.31M +68,442 +5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$62.7M +$8.94M +184,600 +16%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$55.7M +$1.04M +21,564 +2%
EIP
36
Energy Income Partners
Connecticut
$53.5M +$5.3M +109,342 +11%
UBS AM
37
UBS AM
Illinois
$53.3M +$4.41M +90,955 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$53.3M +$52.2M +1,076,806 +2,152%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$51.4M +$8.54M +176,293 +19%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$50.9M +$14.8M +305,716 +40%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$50.8M +$5.27M +108,800 +11%
Charles Schwab
42
Charles Schwab
California
$49.5M +$1.37M +28,184 +3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$48.8M +$18.4M +380,564 +59%
GC
44
Guggenheim Capital
Illinois
$48.4M +$1.52M +31,349 +3%
AT
45
AMF Tjänstepension
Sweden
$48.3M +$17.2M +355,182 +53%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$47.7M -$1.77M -36,447 -3%
Morgan Stanley
47
Morgan Stanley
New York
$43.5M +$12M +246,839 +37%
Deutsche Bank
48
Deutsche Bank
Germany
$39.7M +$21.4M +441,532 +111%
VFA
49
Virtus Fund Advisers
Connecticut
$39.5M -$11.1M -228,450 -21%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$39.3M -$7.26K -150 -0%

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.