CMS Energy
579 hedge funds and large institutions have $16.6B invested in CMS Energy in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 45 closing their positions.
3,961% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $609K
82% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 45
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 200
4% more funds holding
Funds holding: 555 → 579 (+24)
0.14% less ownership
Funds ownership: 93.18% → 93.05% (-0.14%)
2% less capital invested
Capital invested by funds: $16.9B → $16.6B (-$320M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$170M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$68.5M |
| 3 |
BlackRock
New York
|
+$65.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$54.1M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$204M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 3 |
Renaissance Technologies
New York
|
-$63.9M |
| 4 |
Goldman Sachs
New York
|
-$58.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$51.5M |
CMS Hedge Fund Activity: Q4 2019 in Review
579 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2019, worth a combined $16.6B — down 1.9% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new CMS positions and 45 closed out — a net gain of 37 holders — while 221 added to existing stakes and 200 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was GQG Partners, exiting entirely with an estimated $204M sold.
- 579 institutional investors held CMS Energy (CMS) as of Q4 2019, up from 555 in Q3 2019.
- Funds reported $16.6B of CMS Energy stock for Q4 2019, down 1.9% quarter-over-quarter.
- 82 funds opened new CMS Energy positions in Q4 2019 and 45 closed out, a net change of +37 holders.
- The largest CMS Energy buyer in Q4 2019 was JP Morgan Chase, an estimated $170M added.
- The largest CMS Energy seller in Q4 2019 was GQG Partners, an estimated $204M sold.
Based on aggregated 13F filings for Q4 2019.