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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
FIM
76
Foresters Investment Management
New York
$31M -$5.88M -96,833 -17%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$30.6M -$364K -6,000 -1%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$29.3M +$51.9K +855 +0.2%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.6M -$5.75M -94,729 -18%
Barclays
80
Barclays
United Kingdom
$28.3M -$4.25M -70,013 -14%
AllianceBernstein
81
AllianceBernstein
Tennessee
$28.2M -$486K -8,004 -2%
AL
82
AJO LP
Pennsylvania
$27.8M -$4.15M -68,309 -14%
GC
83
Guggenheim Capital
Illinois
$27.4M -$490K -8,072 -2%
ZIM
84
Zacks Investment Management
Illinois
$27.1M -$25.5M -419,321 -50%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$26.9M -$265K -4,371 -1%
BAMF
86
BI Asset Management Fondsmaeglerselskab
Denmark
$26.7M +$25.3M +417,301 New
Principal Financial Group
87
Principal Financial Group
Iowa
$26.6M -$628K -10,344 -2%
National Pension Service
88
National Pension Service
South Korea
$25.7M +$1.27M +20,992 +6%
SB
89
Suntrust Banks
Georgia
$25.6M +$640K +10,539 +3%
HAI
90
Hennessy Advisors Inc
California
$24.4M -$729K -12,000 -3%
Citigroup
91
Citigroup
New York
$23.6M -$5.04M -82,977 -18%
CPP
92
Crow Point Partners
Massachusetts
$23.4M
DZ Bank
93
DZ Bank
Germany
$23.2M +$4.29M +70,578 +24%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$22.5M +$1.17M +19,207 +6%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$22.5M +$121 +2 +0%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$22M +$297K +4,900 +1%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$21.6M -$1.02M -16,813 -5%
CIP
98
Chartwell Investment Partners
Pennsylvania
$21.5M -$2.51M -41,391 -11%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$21.5M -$1.19M -19,555 -6%
PGH
100
Partners Group Holding
Switzerland
$21.3M +$364K +5,995 +2%

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.