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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
Mariner
576
Mariner
Kansas
-$252K -4,356 Closed
QT
577
Quantamental Technologies
New York
-$237K -4,090 Closed
MF
578
Magnetar Financial
Illinois
-$227K -3,912 Closed
GC
579
Gilbert & Cook
Iowa
-$203K -3,514 Closed
NL
580
NWAM LLC
Washington
-$201K -3,473 Closed
IWA
581
IBEX Wealth Advisors
New Jersey
-$154K -2,661 Closed
EWM
582
Executive Wealth Management
Michigan
-$151K -2,605 Closed
CIA
583
ClearBridge Investments (Australia)
Australia
-$150K -2,588 Closed
LPIC
584
LeJeune Puetz Investment Counsel
Michigan
-$106K -1,831 Closed
ESB
585
Essex Savings Bank
Connecticut
-$53K -925 Closed
PCP
586
Proficio Capital Partners
Massachusetts
-$46K -802 Closed
Parallax Volatility Advisers
587
Parallax Volatility Advisers
California
-$38K -653 Closed
MWC
588
MKD Wealth Coaches
Michigan
-$1K -645 Closed
ACS
589
Archford Capital Strategies
Illinois
-$31K -539 Closed
DWM
590
Destination Wealth Management
California
-$29K -500 Closed
OIA
591
OneDigital Investment Advisors
Kansas
-$26K -457 Closed
HCM
592
HMS Capital Management
Tennessee
-$20K -340 Closed
NCM
593
Next Capital Management
New York
-$19K -322 Closed
M
594
MOTCO
Texas
-$12K -208 Closed
MGIA
595
Moneta Group Investment Advisors
Missouri
-$11K -190 Closed
SWP
596
Strategic Wealth Partners
Ohio
-$9K -165 Closed
AC
597
Avestar Capital
New York
-$6K -141 Closed
SIM
598
Sonora Investment Management
Arizona
-$6K -109 Closed
TF
599
TimeScale Financial
Massachusetts
-$6K -99 Closed
TFA
600
Transamerica Financial Advisors
Florida
-$4K -62 Closed

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.