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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
Susquehanna International Group
501
Susquehanna International Group
Pennsylvania
-$1.74M -40,120 Closed
CG
502
Clinton Group
New York
-$1.15M -27,522 Closed
IRF
503
IBM Retirement Fund
New York
-$1.14M -25,968 Closed
LP
504
LMR Partners
United Kingdom
-$961K -23,087 Closed
TG
505
TCW Group
California
-$857K -20,600 Closed
AIM
506
Assured Investment Management
New York
-$784K -18,839 Closed
RC
507
Reik & Co
New York
-$775K -18,630 Closed
HAM
508
Highstreet Asset Management
Ontario, Canada
-$703K -16,895 Closed
MFIMFI
509
Mesirow Financial Investment Management - Fixed Income
Illinois
-$698K -16,760 Closed
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
-$611K -14,697 Closed
AMI
511
Amica Mutual Insurance
Rhode Island
-$611K -14,673 Closed
VF
512
Virtu Financial
New York
-$577K -13,870 Closed
APFBOT
513
Amica Pension Fund Board of Trustees
Rhode Island
-$451K -10,847 Closed
FMBTD
514
First Midwest Bank Trust Division
Illinois
-$448K -10,759 Closed
SCP
515
Seizert Capital Partners
Michigan
-$391K -9,400 Closed
PCM
516
Prelude Capital Management
New York
-$383K -9,200 Closed
MI
517
Markston International
New York
-$375K -9,000 Closed
FI
518
FormulaFolio Investments
Michigan
-$306K -7,351 Closed
GCA
519
Gideon Capital Advisors
New York
-$300K -7,199 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
520
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$237K -5,700 Closed
JIC
521
Johnson Investment Counsel
Ohio
-$213K -5,139 Closed
JIR
522
James Investment Research
Ohio
-$147K -3,520 Closed
FNBT
523
FineMark National Bank & Trust
Florida
-$132K -3,158 Closed
Parallax Volatility Advisers
524
Parallax Volatility Advisers
California
-$114K -2,643 Closed
ARMT
525
Amica Retiree Medical Trust
Rhode Island
-$69K -1,648 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.