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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
Allianz Asset Management
76
Allianz Asset Management
Germany
$22.6M -$12.4M -285,689 -36%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$21.3M +$2.79M +64,494 +16%
EIP
78
Epoch Investment Partners
New York
$21M +$16.7M +386,117 +458%
AllianceBernstein
79
AllianceBernstein
Tennessee
$20.4M -$907K -20,933 -4%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$20.3M +$95.3K +2,200 +0.5%
LC
81
LNZ Capital
New York
$20.1M +$6.5M +150,000 +50%
CIM
82
Castleton Investment Management
Connecticut
$20.1M -$5.54M -127,852 -22%
Principal Financial Group
83
Principal Financial Group
Iowa
$19.6M +$278K +6,427 +1%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$18.9M +$16.9M +390,474 +1,257%
RCAMU
85
Rothschild & Co Asset Management US
Connecticut
$18.3M +$651K +15,039 +4%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$18.3M +$17.7M +408,300 New
AIA
87
Avalon Investment & Advisory
Texas
$17.8M -$18.7K -432 -0.1%
Prudential Financial
88
Prudential Financial
New Jersey
$17.4M +$109K +2,520 +0.7%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M +$2.12K +49 +0%
Lazard Asset Management
90
Lazard Asset Management
New York
$16.4M +$858K +19,796 +6%
APG Asset Management
91
APG Asset Management
Netherlands
$16.1M -$2.23M -51,491 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16M -$654K -15,100 -4%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$15.7M +$3.99M +92,035 +36%
BCIM
94
British Columbia Investment Management
British Columbia, Canada
$14.8M +$3.39M +78,301 +31%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.8M +$2.82M +65,025 +24%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$14.3M -$21.4K -495 -0.2%
Fidelity International
97
Fidelity International
Bermuda
$14M -$159K -3,665 -1%
QIM
98
Quantitative Investment Management
Virginia
$13.9M +$10.2M +235,400 +314%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$13.8M -$760K -17,543 -5%
US Bancorp
100
US Bancorp
Minnesota
$13.6M -$195K -4,499 -1%

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.