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CMS Energy

497 hedge funds and large institutions have $10.9B invested in CMS Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,616% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $49K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 173

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$631M)

1% more funds holding

Funds holding: 490497 (+7)

1.1% less ownership

Funds ownership: 88.25%87.15% (-1.1%)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
193
Reduced
173
Closed
39
Calls
$5.25M
Puts
$49K
Net Calls
+$5.2M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$33.8M -$1.68M -38,707 -5%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$33.5M +$32.5M +749,714 +1,561,904%
HAI
53
Hennessy Advisors Inc
California
$31.9M +$606K +14,000 +2%
GT
54
Glenmede Trust
Pennsylvania
$31.8M -$181K -4,173 -0.6%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$31.1M -$1.06M -24,500 -3%
CS
56
Credit Suisse
Switzerland
$31M -$25.7M -592,617 -46%
KeyBank National Association
57
KeyBank National Association
Ohio
$31M -$43.6K -1,006 -0.1%
WHRC
58
W.H. Reaves & Co
New Jersey
$30.7M -$82.3K -1,900 -0.3%
TSW
59
Thompson Siegel & Walmsley
Virginia
$30.4M -$32.4M -748,627 -52%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$30M +$1.95K +45 +0%
AT
61
AMF Tjänstepension
Sweden
$29.8M -$478K -11,044 -2%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$29.3M +$600K +13,843 +2%
CC
63
Carlson Capital
Texas
$28.3M +$27.4M +632,400 New
CPP
64
Crow Point Partners
Massachusetts
$26.8M
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$26.8M -$3.03M -69,853 -10%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$26.7M +$2.36M +54,497 +10%
TCIM
67
TIAA CREF Investment Management
New York
$26.3M -$3.27M -75,446 -11%
Asset Management One
68
Asset Management One
Japan
$26.1M +$2.39M +55,146 +10%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$26.1M +$273K +6,301 +1%
AL
70
AJO LP
Pennsylvania
$25.9M -$418K -9,660 -2%
EVM
71
Eaton Vance Management
Massachusetts
$25.8M +$8.49M +196,004 +51%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$25.6M -$1.07M -24,800 -4%
PAM
73
Panagora Asset Management
Massachusetts
$24.2M +$17M +393,583 +265%
BC
74
Bruce & Co
Illinois
$24.1M
O
75
OppenheimerFunds
New York
$23.2M +$7.36K +170 +0%

CMS Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2017, worth a combined $10.9B — up 6.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CMS positions and 39 closed out — a net gain of 16 holders — while 193 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 497 institutional investors held CMS Energy (CMS) as of Q1 2017, up from 490 in Q4 2016.
  • Funds reported $10.9B of CMS Energy stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 55 funds opened new CMS Energy positions in Q1 2017 and 39 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q1 2017 was BlackRock, an estimated $946M added.
  • The largest CMS Energy seller in Q1 2017 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2017.