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CMS Energy

519 hedge funds and large institutions have $13B invested in CMS Energy in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 196 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

22% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $12.1B → $13B (+$913M)

2.95% more ownership

Funds ownership: 90.71%93.66% (+2.9%)

2% more funds holding

Funds holding: 508519 (+11)

6% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 196

Holders
519
Holders Change
+11
Holders Change %
+2.17%
% of All Funds
11.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
50
Increased
184
Reduced
196
Closed
35
Calls
$3.65M
Puts
$3M
Net Calls
+$652K
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$115M +$90.1M +1,849,279 +371%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$108M -$5.68M -116,543 -5%
Wells Fargo
28
Wells Fargo
California
$106M +$14.5M +298,261 +16%
WHG
29
Westwood Holdings Group
Texas
$94.6M -$1.25M -25,603 -1%
Norges Bank
30
Norges Bank
Norway
$80.9M +$2.99M +61,312 +4%
DZ Bank
31
DZ Bank
Germany
$72.2M +$20M +410,727 +39%
SI
32
Scout Investments
Missouri
$71.2M +$4.48M +91,811 +7%
UBS AM
33
UBS AM
Illinois
$68.9M +$805K +16,506 +1%
EIP
34
Energy Income Partners
Connecticut
$68.6M +$1.03M +21,096 +2%
PPA
35
Parametric Portfolio Associates
Washington
$68.4M +$2.13M +43,598 +3%
Cohen & Steers
36
Cohen & Steers
New York
$66.4M +$757K +15,526 +1%
BC
37
Brookfield Corp
Ontario, Canada
$61.7M +$10.1M +206,230 +20%
Swiss National Bank
38
Swiss National Bank
Switzerland
$59.8M -$1.99M -40,900 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$58.3M +$821K +16,851 +1%
Charles Schwab
40
Charles Schwab
California
$55.9M +$2.44M +49,970 +5%
AT
41
AMF Tjänstepension
Sweden
$53.7M +$3.64M +74,776 +7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$52.9M +$10.9M +223,249 +26%
Deutsche Bank
43
Deutsche Bank
Germany
$52.3M -$16.1M -329,622 -24%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$50.9M +$2.71M +55,684 +6%
Millennium Management
45
Millennium Management
New York
$48.9M -$30M -615,026 -38%
PAM
46
Panagora Asset Management
Massachusetts
$48.2M +$10.4M +213,103 +28%
VNIM
47
Vaughan Nelson Investment Management
Texas
$48M -$1.63M -33,535 -3%
CTA
48
Carillon Tower Advisers
Florida
$47.8M +$4.92M +101,025 +12%
ZIM
49
Zacks Investment Management
Illinois
$45M +$27.7M +567,775 +162%
MAM
50
Martingale Asset Management
Massachusetts
$43.9M +$644K +13,205 +1%

CMS Hedge Fund Activity: Q3 2018 in Review

519 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2018, worth a combined $13B — up 7.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CMS positions and 35 closed out — a net gain of 15 holders — while 184 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $625M. The largest seller was Capital International Investors, cutting an estimated $189M.

  • 519 institutional investors held CMS Energy (CMS) as of Q3 2018, up from 508 in Q2 2018.
  • Funds reported $13B of CMS Energy stock for Q3 2018, up 7.6% quarter-over-quarter.
  • 50 funds opened new CMS Energy positions in Q3 2018 and 35 closed out, a net change of +15 holders.
  • The largest CMS Energy buyer in Q3 2018 was Capital World Investors, an estimated $625M added.
  • The largest CMS Energy seller in Q3 2018 was Capital International Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2018.