We are live on ! Find out more
CMS icon

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
EARNEST Partners
476
EARNEST Partners
Georgia
$11K +$11.6K +239 New
PCFFS
477
Pacific Center for Financial Services
California
$11K +$11.6K +240 New
SWM
478
SeaCrest Wealth Management
New York
$8K +$8.62K +178 New
PW
479
Price Wealth
Texas
$8K +$9.2K +190 New
AFNAS
480
American Financial Network Advisory Services
California
$7K
ClearBridge Investments
481
ClearBridge Investments
New York
$7K
GRP
482
Global Retirement Partners
California
$7K +$1.07K +22 +17%
LFA
483
Legacy Financial Advisors
Kentucky
$7K +$7.36K +152 New
JWA
484
JFS Wealth Advisors
Pennsylvania
$6K
WT
485
Whittier Trust
California
$6K
TFA
486
Toth Financial Advisory
Virginia
$6K +$6.54K +135 New
APA
487
American Portfolios Advisors
New York
$5.3K +$5.42K +112 New
WPA
488
West Paces Advisors
Georgia
$5.2K -$1.16K -24 -18%
FIB
489
First Interstate Bank
Montana
$5K
MFBTD
490
MB Financial Bank - Trust Department
Illinois
$5K
OFW
491
Omnia Family Wealth
Florida
$5K
AF
492
Allworth Financial
California
$5K +$242 +5 +5%
M
493
MOTCO
Texas
$5K +$4.7K +97 New
AC
494
Avestar Capital
New York
$5K +$6.01K +124 New
TG
495
TLP Group
Illinois
$4K -$295K -6,092 -99%
BCI
496
Brinker Capital Investments
Pennsylvania
$4K -$10.2K -211 -71%
SPIA
497
Steward Partners Investment Advisory
New York
$4K
TFO
498
Tarbox Family Office
California
$4K
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.7K +35 +88%
CCM
500
Cribstone Capital Management
Maine
$4K +$4.46K +92 New

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.