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CMS Energy

395 hedge funds and large institutions have $7.98B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

159,133% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.12M

31% more capital invested

Capital invested by funds: $6.11B → $7.98B (+$1.87B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 134

1.05% more ownership

Funds ownership: 85.29%86.33% (+1%)

1% more funds holding

Funds holding: 391395 (+4)

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
46
Increased
157
Reduced
134
Closed
38
Calls
$1.78B
Puts
$1.12M
Net Calls
+$1.78B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Boston Advisors
Massachusetts
$23.5M -$6.1M -224,724 -20%
PPA
52
Parametric Portfolio Associates
Washington
$23.3M -$250K -9,186 -1%
LM
53
Luminus Management
Texas
$23.2M +$17.6M +647,839 +278%
UBS AM
54
UBS AM
Illinois
$22.5M +$519K +19,123 +2%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$22.4M +$46.7K +1,720 +0.2%
AAM
56
Aberdeen Asset Management
United Kingdom
$22.3M +$10M +368,643 +77%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$21.7M +$1.4M +51,415 +7%
GC
58
Guggenheim Capital
Illinois
$20.8M -$4.67M -172,029 -18%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$20.2M +$20.9M +767,854 New
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$19.8M +$340K +12,517 +2%
CS
61
Credit Suisse
Switzerland
$18M -$919K -33,823 -5%
Wells Fargo
62
Wells Fargo
California
$17.7M -$14.5M -533,371 -44%
KeyBank National Association
63
KeyBank National Association
Ohio
$17.5M +$863K +31,766 +5%
RCAMU
64
Rothschild & Co Asset Management US
Connecticut
$16.9M -$1.79M -65,905 -9%
AIMCA
65
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.9M +$17.4M +642,125 New
AWCI
66
Alpine Woods Capital Investors
New York
$16.6M +$574K +21,150 +3%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$16.6M +$762K +28,054 +5%
Charles Schwab
68
Charles Schwab
California
$16.3M +$1.05M +38,572 +7%
BlackRock
69
BlackRock
New York
$15.4M -$2.51M -92,311 -14%
Goldman Sachs
70
Goldman Sachs
New York
$14.9M -$121M -4,453,648 -89%
UOC
71
UBS O'Connor
Illinois
$14.4M +$3.35M +123,339 +29%
Barclays
72
Barclays
United Kingdom
$14.4M +$3.05M +112,237 +26%
HAI
73
Hennessy Advisors Inc
California
$14.2M
AllianceBernstein
74
AllianceBernstein
Tennessee
$13.9M +$871K +32,049 +6%
MAA
75
Managed Account Advisors
New Jersey
$13.7M -$2.78M -102,451 -16%

CMS Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $7.98B — up 31% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 157 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $121M.

  • 395 institutional investors held CMS Energy (CMS) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.98B of CMS Energy stock for Q3 2013, up 31% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q3 2013 and 38 closed out, a net change of +8 holders.
  • The largest CMS Energy buyer in Q3 2013 was Millennium Management, an estimated $101M added.
  • The largest CMS Energy seller in Q3 2013 was Goldman Sachs, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2013.