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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.

New
Increased
Maintained
Reduced
Closed

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: 546555 (+9)

0% more funds holding in top 10

Funds holding in top 10: 77 (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

Holders
555
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
66
Increased
185
Reduced
217
Closed
54
Calls
$20.1M
Puts
$384K
Net Calls
+$19.7M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$55.2M +$4.54M +74,712 +9%
DekaBank Deutsche Girozentrale
52
DekaBank Deutsche Girozentrale
Germany
$54.8M +$41.5M +683,362 +399%
CTA
53
Carillon Tower Advisers
Florida
$52.4M -$12.9M -212,875 -21%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$50.9M +$20.3M +334,134 +72%
WHRC
55
W.H. Reaves & Co
New Jersey
$50.8M -$1.52M -25,006 -3%
AAMU
56
Amundi Asset Management US
Massachusetts
$50.3M -$947K -15,598 -2%
CS
57
Credit Suisse
Switzerland
$48.8M +$4.87M +80,288 +12%
CVA
58
Ceredex Value Advisors
Florida
$47.5M +$45.1M +742,850 New
Two Sigma Advisers
59
Two Sigma Advisers
New York
$46.1M -$14.7M -242,600 -25%
Deutsche Bank
60
Deutsche Bank
Germany
$46M +$1.65M +27,233 +4%
KeyBank National Association
61
KeyBank National Association
Ohio
$45.5M -$1.44M -23,675 -3%
ECM
62
ExodusPoint Capital Management
New York
$45.3M +$29.5M +486,030 +218%
WG
63
Winton Group
United Kingdom
$45M +$16.4M +270,253 +62%
Morgan Stanley
64
Morgan Stanley
New York
$42.5M +$9.21M +151,757 +30%
MBA
65
Maple-Brown Abbott
Australia
$38.9M +$690K +11,360 +2%
MAM
66
Martingale Asset Management
Massachusetts
$37.3M -$8.62M -141,965 -20%
VNIM
67
Vaughan Nelson Investment Management
Texas
$35.9M -$4.97M -81,930 -13%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$35.9M -$4.75M -78,155 -12%
APG Asset Management
69
APG Asset Management
Netherlands
$35.4M +$10.5M +173,376 +40%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$34.2M +$357K +5,880 +1%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$33.9M +$78.3K +1,289 +0.2%
AT
72
AMF Tjänstepension
Sweden
$33.8M -$9.92M -163,310 -24%
Victory Capital Management
73
Victory Capital Management
Texas
$33.5M +$22.4M +369,743 +241%
AQR Capital Management
74
AQR Capital Management
Connecticut
$32.1M -$6.16M -101,514 -17%
BC
75
Bruce & Co
Illinois
$31.5M

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.