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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
PAM
76
Panagora Asset Management
Massachusetts
$13.2M +$9.77M +359,641 +253%
First Trust Advisors
77
First Trust Advisors
Illinois
$12.7M +$7.14M +262,937 +120%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$12.6M +$404K +14,866 +3%
HI
79
Honeywell International
North Carolina
$12.5M +$679K +25,000 +6%
ZP
80
Zimmer Partners
New York
$12.5M +$12.9M +475,000 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$12.5M -$41.5M -1,528,899 -76%
U
82
UBS
Switzerland
$12.3M -$3.28M -120,715 -21%
SOMRS
83
State of Michigan Retirement System
Michigan
$12.2M +$5.43K +200 +0%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$12.1M
Capital Fund Management (CFM)
85
Capital Fund Management (CFM)
France
$12.1M +$12.5M +459,752 New
US Bancorp
86
US Bancorp
Minnesota
$11.6M +$272K +10,031 +2%
PI
87
Putnam Investments
Massachusetts
$11.4M -$8.58M -315,753 -42%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$11.4M +$4.51M +166,201 +63%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.2M +$648K +23,844 +6%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$10.6M +$10.9M +402,104 +22,339%
NFA
91
Nationwide Fund Advisors
Ohio
$10.6M +$247K +9,080 +2%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M +$22.1K +812 +0.2%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$10.5M -$20.2M -744,500 -65%
MTB
94
Mizuho Trust & Banking
Japan
$10.3M
Dimensional Fund Advisors
95
Dimensional Fund Advisors
Texas
$10.3M +$374K +13,779 +4%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$10M +$218K +8,043 +2%
MAM
97
Magellan Asset Management
Australia
$9.87M -$478K -17,584 -4%
QBFM
98
QS Batterymarch Financial Management
New York
$9.86M +$7.33M +269,748 +258%
PP
99
PDT Partners
New York
$9.77M +$8.63M +317,638 +594%
Prudential Financial
100
Prudential Financial
New Jersey
$9.68M -$250K -9,199 -2%

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.