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CMS Energy

497 hedge funds and large institutions have $10.9B invested in CMS Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,616% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $49K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 173

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$631M)

1% more funds holding

Funds holding: 490497 (+7)

1.1% less ownership

Funds ownership: 88.25%87.15% (-1.1%)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
193
Reduced
173
Closed
39
Calls
$5.25M
Puts
$49K
Net Calls
+$5.2M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
476
Walleye Trading
New York
$3.04K +$946K +21,848 +47%
ZB
477
Zions Bancorporation
Utah
$3K -$520 -12 -15%
GAM
478
Gemmer Asset Management
California
$3K
TWA
479
TCI Wealth Advisors
Arizona
$3K
BL
480
Balentine LLC
Georgia
$3K +$563 +13 +25%
CBT
481
Central Bank & Trust
Kentucky
$2K -$5.63K -130 -76%
PHK
482
Point72 Hong Kong
Hong Kong
$2K -$5.03K -116 -76%
BIG
483
Bellwether Investment Group
Tennessee
$2K
TFO
484
Tarbox Family Office
California
$2K
TCA
485
Tortoise Capital Advisors
Kansas
$2K
VIA
486
Vantage Investment Advisors
Pennsylvania
$2K
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.17K +50 New
SM
488
Sciencast Management
New Jersey
$1.04K +$1.01M +23,255 New
GWS
489
Glassman Wealth Services
Virginia
$1K
NYLT
490
New York Life Trust
New York
$1K
RWA
491
Ropes Wealth Advisors
Massachusetts
$1K +$520 +12 New
GRP
492
Global Retirement Partners
California
$1K +$996 +23 New
GEA
493
Glen Eagle Advisors
New Jersey
$716
SLF
494
Sun Life Financial
Ontario, Canada
$151 +$43 +1 +17%
ED
495
Exane Derivatives
France
$45
CIM
496
Calvert Investment Management
Maryland
-$2.89M -69,376 Closed
Baird Financial Group
497
Baird Financial Group
Wisconsin
-$2.65M -63,548 Closed
EAM
498
Eagle Asset Management
Florida
-$2.48M -59,712 Closed
Natixis Advisors
499
Natixis Advisors
Massachusetts
-$2.36M -56,760 Closed
DL
500
Delta Lloyd
Netherlands
-$2.15M -51,692 Closed

CMS Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2017, worth a combined $10.9B — up 6.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CMS positions and 39 closed out — a net gain of 16 holders — while 193 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 497 institutional investors held CMS Energy (CMS) as of Q1 2017, up from 490 in Q4 2016.
  • Funds reported $10.9B of CMS Energy stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 55 funds opened new CMS Energy positions in Q1 2017 and 39 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q1 2017 was BlackRock, an estimated $946M added.
  • The largest CMS Energy seller in Q1 2017 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2017.