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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
FHA
526
First Horizon Advisors
Tennessee
$6K -$114K -1,875 -95%
AF
527
Allworth Financial
California
$6K
BWL
528
Bogart Wealth LLC
Virginia
$6K
GRP
529
Global Retirement Partners
California
$6K
TFO
530
Tarbox Family Office
California
$6K
CFG
531
Citizens Financial Group
Rhode Island
$6K +$3.34K +55 +145%
HGWM
532
Harvest Group Wealth Management
Massachusetts
$6K +$5.89K +97 New
TWA
533
TCI Wealth Advisors
Arizona
$5K
WB
534
Webster Bank
Connecticut
$5K +$4.86K +80 New
ClearBridge Investments
535
ClearBridge Investments
New York
$4K
GAM
536
Gemmer Asset Management
California
$4K
GWS
537
Glassman Wealth Services
Virginia
$4K
NIM
538
NuWave Investment Management
New Jersey
$3K -$911 -15 -22%
SFSIG
539
San Francisco Sentry Investment Group
California
$3K
PWP
540
Personal Wealth Partners
Minnesota
$3K +$3.22K +53 New
KFS
541
Kelly Financial Services
Massachusetts
$2.11K
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K -$4.61K -76 -67%
LGWM
543
Litman Gregory Wealth Management
California
$2K -$2.31K -38 -49%
PWMG
544
Prestige Wealth Management Group
New Jersey
$2K +$2.06K +34 New
GEA
545
Glen Eagle Advisors
New Jersey
$1.02K
GSWM
546
Golden State Wealth Management
California
$1K -$8.5K -140 -93%
SCA
547
Stonebridge Capital Advisors
Minnesota
$1K -$4.86K -80 -78%
CAC
548
Certified Advisory Corp
Florida
$1K -$1.15K -19 -50%
BWM
549
BerganKDV Wealth Management
Minnesota
$1K
FPFS
550
First Personal Financial Services
North Carolina
$1K

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.