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CMS Energy

555 hedge funds and large institutions have $16.9B invested in CMS Energy in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,135% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $384K

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

10% more capital invested

Capital invested by funds: $15.3B → $16.9B (+$1.59B)

2% more funds holding

Funds holding: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.17% less ownership

Funds ownership: 93.36%93.18% (-0.17%)

15% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 217

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$147M +$11.9M +195,473 +9%
DPIM
27
Duff & Phelps Investment Management
Illinois
$143M -$3.64M -60,019 -3%
Millennium Management
28
Millennium Management
New York
$141M -$106M -1,737,809 -44%
Capital Research Global Investors
29
Capital Research Global Investors
California
$128M -$1.4K -23 -0%
Norges Bank
30
Norges Bank
Norway
$120M +$5.13M +84,543 +5%
Citadel Advisors
31
Citadel Advisors
Florida
$118M +$57.9M +954,330 +107%
UBS AM
32
UBS AM
Illinois
$107M +$12.4M +204,910 +14%
PPA
33
Parametric Portfolio Associates
Washington
$106M -$2.15M -35,473 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$105M -$24.2M -399,255 -20%
EIP
35
Energy Income Partners
Connecticut
$87.7M -$73.3K -1,207 -0.1%
Cohen & Steers
36
Cohen & Steers
New York
$86.3M +$527K +8,672 +0.6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$85M +$201K +3,310 +0.2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$81.8M -$2.17M -35,773 -3%
Charles Schwab
39
Charles Schwab
California
$81M +$234K +3,851 +0.3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$78.9M -$216K -3,558 -0.3%
SI
41
Scout Investments
Missouri
$76.6M -$18.8M -309,939 -21%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$73.8M -$107K -1,766 -0.2%
WHG
43
Westwood Holdings Group
Texas
$72.2M -$7.71M -126,972 -10%
BPSG
44
Brookfield Public Securities Group
New York
$72.2M +$68.5M +1,128,777 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$70.2M +$30M +493,717 +82%
LM
46
Luminus Management
Texas
$63.5M +$33.2M +547,024 +123%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$63.1M -$10.6M -174,991 -15%
N
48
Nuveen
North Carolina
$63M -$14.7M -241,635 -20%
PAM
49
Panagora Asset Management
Massachusetts
$61.3M +$1.24M +20,502 +2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$58.4M +$3.49M +57,556 +7%

CMS Hedge Fund Activity: Q3 2019 in Review

555 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2019, worth a combined $16.9B — up 10% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CMS positions and 54 closed out — a net gain of 12 holders — while 185 added to existing stakes and 217 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.9M. The largest seller was Millennium Management, cutting an estimated $106M.

  • 555 institutional investors held CMS Energy (CMS) as of Q3 2019, up from 546 in Q2 2019.
  • Funds reported $16.9B of CMS Energy stock for Q3 2019, up 10% quarter-over-quarter.
  • 66 funds opened new CMS Energy positions in Q3 2019 and 54 closed out, a net change of +12 holders.
  • The largest CMS Energy buyer in Q3 2019 was Citadel Advisors, an estimated $57.9M added.
  • The largest CMS Energy seller in Q3 2019 was Millennium Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2019.