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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
MAM
501
Marquette Asset Management
Minnesota
$21K
JFA
502
JNBA Financial Advisors
Minnesota
$19K -$9.11K -150 -33%
TSW
503
Thompson Siegel & Walmsley
Virginia
$19K
OIA
504
Optimum Investment Advisors
Illinois
$18K
CTC
505
Central Trust Company
Missouri
$17K
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$16K
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$16K +$3.4K +56 +29%
SLF
509
Sun Life Financial
Ontario, Canada
$15K +$182 +3 +1%
GWM
510
Geneos Wealth Management
Colorado
$15K +$14.5K +239 New
VEA
511
Virtus ETF Advisers
New York
$14K
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$14K
EW
513
Evoke Wealth
California
$11.1K +$10.6K +174 New
FHA
514
Flagship Harbor Advisors
Massachusetts
$11K
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$11K
KPCM
516
Kings Point Capital Management
New York
$11K
RA
517
Rational Advisors
New York
$11K +$6.44K +106 +154%
BCI
518
Brinker Capital Investments
Pennsylvania
$10K
IRC
519
Investors Research Corp
Georgia
$10K +$9.17K +151 New
TFA
520
Toth Financial Advisory
Virginia
$9K +$61 +1 +0.7%
AF
521
Arrow Financial
New York
$8K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$8K
WPA
523
West Paces Advisors
Georgia
$7.04K
BL
524
Balentine LLC
Georgia
$7K -$911 -15 -12%
EWA
525
Evolution Wealth Advisors
Florida
$7K +$6.25K +103 New

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.