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CMS Energy
CMS

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: 6 → 7 (+1)

9% more funds holding

Funds holding: 475 → 518 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$106M
2
BC
Brookfield Corp
Ontario, Canada
+$74.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$52.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$205M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$188M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
Millennium Management
Millennium Management
New York
-$39.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
501
Balentine LLC
Georgia
$3K – – –
GAM
502
Gemmer Asset Management
California
$3K – – –
SFSIG
503
San Francisco Sentry Investment Group
California
$3K – – –
TWA
504
TCI Wealth Advisors
Arizona
$3K – – –
HT
505
Heritage Trust
Oklahoma
$3K +$2.81K +58 New
PGWM
506
Parisi Gray Wealth Management
New Jersey
$3K +$3.58K +74 New
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
VIA
508
Vantage Investment Advisors
Pennsylvania
$2K – – –
IWP
509
Icon Wealth Partners
Texas
$2K +$1.84K +38 New
Walleye Trading
510
Walleye Trading
New York
$1.19K -$53K -1,094 -4%
GWS
511
Glassman Wealth Services
Virginia
$1K – – –
MGIA
512
Moneta Group Investment Advisors
Missouri
$1K +$630 +13 New
ASN
513
Advisory Services Network
Georgia
$1K +$1.02K +21 New
NCM
514
Nelson Capital Management
California
$1K +$1.02K +21 New
GEA
515
Glen Eagle Advisors
New Jersey
$757 – – –
PCG
516
Private Capital Group
Connecticut
$2 +$1.55K +32 New
Credit Agricole
517
Credit Agricole
France
– -$8.15M -175,880 Closed
Two Sigma Investments
518
Two Sigma Investments
New York
– -$7.96M -171,795 Closed
Assenagon Asset Management
519
Assenagon Asset Management
Luxembourg
– -$7.25M -156,532 Closed
SCM
520
Stevens Capital Management
Pennsylvania
– -$6.29M -135,772 Closed
NFA
521
Nationwide Fund Advisors
Ohio
– -$5.34M -115,254 Closed
AP
522
AHL Partners
United Kingdom
– -$3.92M -84,732 Closed
EGM
523
Engineers Gate Manager
New York
– -$3.27M -70,707 Closed
ARTA
524
A.R.T. Advisors
New York
– -$1.4M -30,200 Closed
NLI
525
Nippon Life Insurance
Japan
– -$1.31M -28,379 Closed
19 20
21
22 23

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.