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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
CS
76
Credit Suisse
Switzerland
$24.3M +$9.2M +189,896 +59%
Asset Management One
77
Asset Management One
Japan
$24.1M -$4.45M -91,801 -15%
Barclays
78
Barclays
United Kingdom
$24.1M +$10M +206,854 +68%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$23.6M -$465K -9,600 -2%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$22.6M +$80K +1,651 +0.3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$21.7M -$4.42M -91,211 -17%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$21.5M +$300K +6,200 +1%
AllianceBernstein
83
AllianceBernstein
Tennessee
$21.1M -$457K -9,441 -2%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$20.3M -$682K -14,082 -3%
Principal Financial Group
85
Principal Financial Group
Iowa
$20.3M -$248K -5,113 -1%
APG Asset Management
86
APG Asset Management
Netherlands
$19.7M +$5.12M +105,800 +27%
CIM
87
Castleton Investment Management
Connecticut
$19.5M +$12.6M +261,163 +172%
T
88
TOBAM
France
$19M +$1.75M +36,209 +10%
Prudential Financial
89
Prudential Financial
New Jersey
$18.8M +$193K +3,980 +1%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$18.2M -$145K -3,000 -0.8%
AIA
91
Avalon Investment & Advisory
Texas
$17.1M -$1.73M -35,760 -9%
RCAMU
92
Rothschild & Co Asset Management US
Connecticut
$16.9M +$100K +2,066 +0.6%
BCIM
93
British Columbia Investment Management
British Columbia, Canada
$16.1M +$317K +6,546 +2%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$14.8M -$640K -13,215 -4%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$14.4M +$103K +2,130 +0.7%
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$14.3M
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$14.3M +$7.96M +164,366 +119%
National Pension Service
98
National Pension Service
South Korea
$14.3M +$487K +10,052 +3%
Fidelity International
99
Fidelity International
Bermuda
$14.2M -$259K -5,350 -2%
Allianz Asset Management
100
Allianz Asset Management
Germany
$14.1M -$11.6M -239,858 -45%

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.