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CMS Energy

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: 67 (+1)

9% more funds holding

Funds holding: 475518 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
526
Arrowstreet Capital
Massachusetts
-$1.26M -27,200 Closed
BA
527
Bridgewater Associates
Connecticut
-$1.18M -25,542 Closed
GAM
528
Gotham Asset Management
New York
-$1.15M -24,760 Closed
HHC
529
Hutchin Hill Capital
New York
-$1.08M -23,400 Closed
VIA
530
Virtus Investment Advisers
Connecticut
-$784K -16,925 Closed
SEC
531
Seven Eight Capital
New York
-$717K -15,483 Closed
CANY
532
Caxton Associates (New York)
New York
-$644K -13,900 Closed
AIM
533
Assured Investment Management
New York
-$621K -13,414 Closed
TI
534
Trexquant Investment
Connecticut
-$556K -12,005 Closed
NIMI
535
Natixis Investment Managers International
France
-$526K -11,352 Closed
EP
536
Edgestream Partners
New Jersey
-$456K -9,843 Closed
Two Sigma Advisers
537
Two Sigma Advisers
New York
-$437K -9,434 Closed
Tudor Investment Corp
538
Tudor Investment Corp
Connecticut
-$408K -8,815 Closed
CFG
539
CNO Financial Group
Indiana
-$406K -8,756 Closed
Brown Advisory
540
Brown Advisory
Maryland
-$312K -6,732 Closed
NFA
541
Nuveen Fund Advisors
Illinois
-$290K -6,266 Closed
LCS
542
Levin Capital Strategies
New York
-$224K -4,841 Closed
CCIA
543
Campbell & Co Investment Adviser
Maryland
-$216K -4,667 Closed
TCOT
544
Trust Company of Toledo
Ohio
-$202K -4,353 Closed
IRF
545
IBM Retirement Fund
New York
-$205K -3,544 Closed
ZB
546
Zions Bancorporation
Utah
-$112K -2,423 Closed
ECM
547
Exchange Capital Management
Michigan
-$110K -2,379 Closed
OAM
548
Oppenheimer Asset Management
New York
-$79K -1,710 Closed
NFG
549
Next Financial Group
Texas
-$38K -797 Closed
HI
550
Hudock Inc
Pennsylvania
-$22K -493 Closed

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.