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CMS Energy
CMS

546 hedge funds and large institutions have $15.3B invested in CMS Energy in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 203 increasing their positions, 200 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $14.6B → $15.3B (+$690M)

2% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 200

0.49% more ownership

Funds ownership: 92.87% → 93.36% (+0.49%)

4% less funds holding

Funds holding: 570 → 546 (-24)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

23% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 60

Holders
546
Holders Change
-24
Holders Change %
-4.21%
% of All Funds
11.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
46
Increased
203
Reduced
200
Closed
60
Calls
$37.7M
Puts
–
Net Calls
+$37.7M
Net Calls Change
+$32.5M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$88.9M
2
Millennium Management
Millennium Management
New York
+$68.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$59.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$53.4M
5
N
Nuveen
North Carolina
+$52.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$78.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.8M
3
Capital International Investors
Capital International Investors
California
-$45.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$42.7M
5
BlackRock
BlackRock
New York
-$42M
Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
601
D'Orazio & Associates
Virginia
– -$2K -44 Closed
AIC
602
Ameritas Investment Company
Nebraska
– -$2K -42 Closed
VFA
603
Valeo Financial Advisors
Indiana
– -$1K -15 Closed
FGAM
604
Financial Gravity Asset Management
Texas
– -$449 -8 -67%
LFG
605
Larson Financial Group
Missouri
– +$281 +5 New
21 22 23 24
25

CMS Hedge Fund Activity: Q2 2019 in Review

546 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2019, worth a combined $15.3B — up 4.7% from $14.6B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CMS and 46 opened new positions — a net loss of 14 holders — while 200 trimmed existing stakes and 203 added.

The largest buyer was GQG Partners, adding an estimated $88.9M. The largest seller was Goldman Sachs, cutting an estimated $78.9M.

  • 546 institutional investors held CMS Energy (CMS) as of Q2 2019, down from 570 in Q1 2019.
  • Funds reported $15.3B of CMS Energy stock for Q2 2019, up 4.7% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q2 2019 and 60 closed out, a net change of -14 holders.
  • The largest CMS Energy buyer in Q2 2019 was GQG Partners, an estimated $88.9M added.
  • The largest CMS Energy seller in Q2 2019 was Goldman Sachs, an estimated $78.9M sold.

Based on aggregated 13F filings for Q2 2019.