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CMS Energy

508 hedge funds and large institutions have $12.1B invested in CMS Energy in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,161% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $297K

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

6% more capital invested

Capital invested by funds: $11.5B → $12.1B (+$630M)

2% more funds holding

Funds holding: 497508 (+11)

1.08% more ownership

Funds ownership: 89.63%90.71% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
508
Holders Change
+11
Holders Change %
+2.21%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
57
Increased
170
Reduced
185
Closed
41
Calls
$3.75M
Puts
$297K
Net Calls
+$3.45M
Net Calls Change
-$677K
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$92.5M +$81.3M +1,799,407 +1,146%
Wells Fargo
27
Wells Fargo
California
$88.4M +$7.86M +174,014 +10%
Renaissance Technologies
28
Renaissance Technologies
New York
$84.8M -$26.9M -594,900 -25%
MBA
29
Maple-Brown Abbott
Australia
$82.2M -$8.59M -190,200 -10%
Millennium Management
30
Millennium Management
New York
$76.2M +$35.7M +790,201 +96%
Norges Bank
31
Norges Bank
Norway
$75.2M -$1.12M -24,866 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$66.1M +$1.04M +23,011 +2%
UBS AM
33
UBS AM
Illinois
$65.7M +$4.02M +88,938 +7%
EIP
34
Energy Income Partners
Connecticut
$65.2M -$5.23M -115,838 -8%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$64.4M +$9.07M +200,900 +17%
SI
36
Scout Investments
Missouri
$64.3M +$59.2M +1,309,887 +2,602%
PPA
37
Parametric Portfolio Associates
Washington
$63.9M +$2.86M +63,317 +5%
Cohen & Steers
38
Cohen & Steers
New York
$63.3M +$348K +7,709 +0.6%
Swiss National Bank
39
Swiss National Bank
Switzerland
$59.6M +$1.52M +33,700 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$55.5M +$3.2M +70,845 +6%
CVA
41
Ceredex Value Advisors
Florida
$54.5M -$4.55M -100,750 -8%
Charles Schwab
42
Charles Schwab
California
$51.5M +$890K +19,702 +2%
DZ Bank
43
DZ Bank
Germany
$50.3M +$47.8M +1,057,223 +18,805%
BC
44
Brookfield Corp
Ontario, Canada
$49.8M +$47.5M +1,052,259 New
ZP
45
Zimmer Partners
New York
$49.2M -$44.3M -980,100 -48%
AT
46
AMF Tjänstepension
Sweden
$48.3M +$2.77M +61,285 +6%
VNIM
47
Vaughan Nelson Investment Management
Texas
$47.9M +$45.7M +1,012,525 New
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$46.4M -$754K -16,693 -2%
MAM
49
Martingale Asset Management
Massachusetts
$41.7M +$3.97M +87,949 +11%
CTA
50
Carillon Tower Advisers
Florida
$41.4M +$38.2M +845,000 +2,838%

CMS Hedge Fund Activity: Q2 2018 in Review

508 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2018, worth a combined $12.1B — up 5.5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CMS positions and 41 closed out — a net gain of 16 holders — while 170 added to existing stakes and 185 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $177M.

  • 508 institutional investors held CMS Energy (CMS) as of Q2 2018, up from 497 in Q1 2018.
  • Funds reported $12.1B of CMS Energy stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 57 funds opened new CMS Energy positions in Q2 2018 and 41 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q2 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest CMS Energy seller in Q2 2018 was BlackRock, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2018.