CMS Energy
482 hedge funds and large institutions have $11.5B invested in CMS Energy in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 47 closing their positions.
562% more call options, than puts
Call options by funds: $4.44M | Put options by funds: $670K
18% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 170
5% more capital invested
Capital invested by funds: $10.9B → $11.5B (+$560M)
1.28% more ownership
Funds ownership: 87.15% → 88.43% (+1.3%)
3% less funds holding
Funds holding: 497 → 482 (-15)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
19% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$123M |
| 2 |
JP Morgan Chase
New York
|
+$99.2M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$90.5M |
| 4 |
Goldman Sachs
New York
|
+$61.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$58.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$79.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$78M |
| 3 |
Bank of New York Mellon
New York
|
-$77M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$42.6M |
| 5 |
Morgan Stanley
New York
|
-$27.2M |
CMS Hedge Fund Activity: Q2 2017 in Review
482 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2017, worth a combined $11.5B — up 5.1% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CMS and 38 opened new positions — a net loss of 9 holders — while 170 trimmed existing stakes and 201 added.
The largest buyer was BlackRock, adding an estimated $123M. The largest seller was Millennium Management, cutting an estimated $79.6M.
- 482 institutional investors held CMS Energy (CMS) as of Q2 2017, down from 497 in Q1 2017.
- Funds reported $11.5B of CMS Energy stock for Q2 2017, up 5.1% quarter-over-quarter.
- 38 funds opened new CMS Energy positions in Q2 2017 and 47 closed out, a net change of -9 holders.
- The largest CMS Energy buyer in Q2 2017 was BlackRock, an estimated $123M added.
- The largest CMS Energy seller in Q2 2017 was Millennium Management, an estimated $79.6M sold.
Based on aggregated 13F filings for Q2 2017.