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CMS Energy

518 hedge funds and large institutions have $11.8B invested in CMS Energy in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 160

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 475518 (+43)

3% more capital invested

Capital invested by funds: $11.4B → $11.8B (+$351M)

0.87% more ownership

Funds ownership: 87.5%88.37% (+0.87%)

Holders
518
Holders Change
+43
Holders Change %
+9.05%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
81
Increased
195
Reduced
160
Closed
35
Calls
$985K
Puts
Net Calls
+$985K
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$39M +$2.31M +47,592 +6%
PAM
52
Panagora Asset Management
Massachusetts
$36.4M -$564K -11,635 -1%
N
53
Nuveen
North Carolina
$34.7M -$1.71M -35,210 -5%
WHRC
54
W.H. Reaves & Co
New Jersey
$34.7M +$4.04M +83,409 +13%
TA
55
Teachers Advisors
New York
$34.2M -$881K -18,190 -2%
EIP
56
Epoch Investment Partners
New York
$33.9M -$1.22M -25,093 -3%
KeyBank National Association
57
KeyBank National Association
Ohio
$33.7M +$772K +15,931 +2%
GT
58
Glenmede Trust
Pennsylvania
$33.5M +$38.6K +798 +0.1%
SI
59
Scout Investments
Missouri
$33.5M +$27M +556,492 +368%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$33.3M +$21.6M +445,690 +172%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$32.3M +$718K +14,816 +2%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$31.8M +$3.85M +79,400 +13%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$31.4M +$365K +7,538 +1%
First Trust Advisors
64
First Trust Advisors
Illinois
$31.2M -$9.32M -192,422 -23%
HAI
65
Hennessy Advisors Inc
California
$29.7M -$1.65M -34,000 -5%
CPP
66
Crow Point Partners
Massachusetts
$28.4M
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$28.2M +$533K +11,011 +2%
MAM
68
Martingale Asset Management
Massachusetts
$27.9M -$616K -12,715 -2%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$27M +$973K +20,091 +4%
AL
70
AJO LP
Pennsylvania
$26.8M -$4.96M -102,322 -15%
TCIM
71
TIAA CREF Investment Management
New York
$26.2M -$1.51M -31,092 -5%
O
72
OppenheimerFunds
New York
$25.8M +$1.13M +23,345 +4%
USAA
73
United Services Automobile Association
Texas
$25.7M -$7.75M -159,921 -23%
BC
74
Bruce & Co
Illinois
$25.4M
AQR Capital Management
75
AQR Capital Management
Connecticut
$24.5M -$29.9M -616,403 -54%

CMS Hedge Fund Activity: Q4 2017 in Review

518 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2017, worth a combined $11.8B — up 3.1% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMS positions and 35 closed out — a net gain of 46 holders — while 195 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Capital International Investors, cutting an estimated $205M.

  • 518 institutional investors held CMS Energy (CMS) as of Q4 2017, up from 475 in Q3 2017.
  • Funds reported $11.8B of CMS Energy stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 81 funds opened new CMS Energy positions in Q4 2017 and 35 closed out, a net change of +46 holders.
  • The largest CMS Energy buyer in Q4 2017 was BlackRock, an estimated $106M added.
  • The largest CMS Energy seller in Q4 2017 was Capital International Investors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2017.