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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.6M -$1.77M -36,608 -11%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$13.5M -$1.76M -36,360 -11%
US Bancorp
103
US Bancorp
Minnesota
$13.3M -$328K -6,777 -2%
WMSA
104
Weiss Multi-Strategy Advisers
New York
$13.2M +$13.6M +280,000 New
SB
105
Suntrust Banks
Georgia
$13.2M +$68.9K +1,422 +0.5%
ASRS
106
Arizona State Retirement System
Arizona
$12.8M +$982K +20,276 +8%
Macquarie Group
107
Macquarie Group
Australia
$12.3M +$422K +8,717 +3%
Canada Life
108
Canada Life
Manitoba, Canada
$12.1M +$1.58M +32,619 +15%
AAMU
109
Amundi Asset Management US
Massachusetts
$11.8M +$12.1M +248,837 New
AWCI
110
Alpine Woods Capital Investors
New York
$11.8M
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$11.7M +$31K +641 +0.3%
SEI Investments
112
SEI Investments
Pennsylvania
$11.3M +$668K +13,800 +6%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$11.1M +$83.1K +1,715 +0.7%
SICM
114
Sustainable Insight Capital Management
New York
$11.1M +$10.7M +221,900 +1,720%
N
115
Natixis
France
$10.9M +$5.29M +109,208 +91%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$9.93M -$3.39M -69,935 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.92M -$155K -3,200 -2%
OAC
118
OMERS Administration Corp
Ontario, Canada
$9.85M +$10.1M +208,200 New
GF
119
Gabelli Funds
New York
$9.7M -$48.4K -1,000 -0.5%
IA
120
Icon Advisers
Colorado
$9.48M +$4.8M +99,082 +98%
SHA
121
Shelter Harbor Advisors
Connecticut
$9.46M +$9.69M +200,000 New
LM
122
Luminus Management
Texas
$9.25M +$9.47M +195,600 New
MAM
123
Magellan Asset Management
Australia
$9M +$93.8K +1,937 +1%
OTPPB
124
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.92M +$80.4K +1,661 +0.9%
HIMCH
125
Hartford Investment Management Co (HIMCO)
Connecticut
$8.86M -$147K -3,027 -2%

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.