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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
GLI
476
Guardian Life Insurance
New York
$53K +$546 +9 +1%
RFM
477
Royal Fund Management
Florida
$52K +$3.22K +53 +7%
PA
478
Parallel Advisors
California
$49K +$11.2K +185 +32%
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$9.71K -160 -18%
RIA
480
Realta Investment Advisors
Delaware
$47K -$16.6K -273 -27%
CIA
481
CSat Investment Advisory
Michigan
$47K +$182 +3 +0.4%
LFG
482
LifePlan Financial Group
Ohio
$46K
ASN
483
Advisory Services Network
Georgia
$43K
CWM
484
Cranbrook Wealth Management
Michigan
$39K
SF
485
Synovus Financial
Georgia
$39K
CI
486
CX Institutional
Indiana
$39K +$425 +7 +1%
AIM
487
Advantage Investment Management
Iowa
$38K
VCM
488
Vigilant Capital Management
Maine
$37K
MAM
489
Meeder Asset Management
Ohio
$34K +$4.86K +80 +18%
RWA
490
Ropes Wealth Advisors
Massachusetts
$33K
RFA
491
Reilly Financial Advisors
California
$32K
AP
492
Advisors Preferred
Maryland
$30K +$2.31K +38 +9%
GI
493
Gradient Investments
Minnesota
$28K
MSFP
494
Mark Sheptoff Financial Planning
Connecticut
$26K
HPC
495
HM Payson & Co
Maine
$26K +$11.6K +191 +86%
LWA
496
Lenox Wealth Advisors
New York
$26K +$24.4K +402 New
BFEC
497
Benjamin F. Edwards & Company
Missouri
$23K -$6.92K -114 -24%
VCM
498
Versant Capital Management
Arizona
$22K -$2.91K -48 -12%
EARNEST Partners
499
EARNEST Partners
Georgia
$22K
TCOV
500
Trust Company of Vermont
Vermont
$22K

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.