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.
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: 546 → 555 (+9)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$57.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.2M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$45.1M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$41.5M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$106M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$52.2M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$50.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$32M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$25.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
601
Lazard Asset Management
New York
| – | -$2K | -48 | Closed |
|
|
CFB
602
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$3K | -45 | Closed |
|
|
HR
603
Howe & Rusling
Rochester,
New York
| – | -$2K | -42 | Closed |
|
|
SMFS
604
Squar Milner Financial Services
Irvine,
California
| – | -$2K | -30 | Closed |
|
|
CFA
605
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$1K | -12 | Closed |
|
|
PFGIA
606
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -6 | Closed |
|
|
FGAM
607
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$243 | -4 | 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.