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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
T
101
TOBAM
France
$21.1M -$4.9M -80,628 -20%
RCAMU
102
Rothschild & Co Asset Management US
Connecticut
$19.8M -$393K -6,472 -2%
Axa
103
Axa
France
$19.3M -$1.34M -22,032 -7%
NA
104
NewEdge Advisors
Louisiana
$19.2M +$1.73M +28,413 +10%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$19.2M +$691K +11,381 +4%
Man Group
106
Man Group
United Kingdom
$18.6M +$6.07M +99,913 +52%
UBS Group
107
UBS Group
Switzerland
$17.9M +$6.97M +114,879 +70%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$17.2M +$210K +3,463 +1%
EIP
109
Epoch Investment Partners
New York
$16.9M -$4.87M -80,141 -23%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$16.8M -$971K -15,996 -6%
Prudential Financial
111
Prudential Financial
New Jersey
$16.6M -$137K -2,263 -0.9%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$16.5M +$15.7M +258,486 New
CGM
113
Centenus Global Management
New York
$16.3M -$12.7M -210,000 -45%
Asset Management One
114
Asset Management One
Japan
$15.9M +$351K +5,782 +2%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$15.9M -$6.69M -110,202 -31%
MSV
116
MN Services Vermogensbeheer
Netherlands
$15.8M +$6.23M +102,607 +71%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$15.4M +$7.59K +125 +0.1%
ACI
118
AMP Capital Investors
Australia
$15.3M -$1.31M -21,601 -8%
Macquarie Group
119
Macquarie Group
Australia
$15.3M -$82K -1,350 -0.6%
US Bancorp
120
US Bancorp
Minnesota
$14.7M -$163K -2,690 -1%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$14.4M -$777K -12,800 -5%
WMSA
122
Weiss Multi-Strategy Advisers
New York
$14.4M -$5.46M -89,999 -29%
MAM
123
Magellan Asset Management
Australia
$14.2M -$400K -6,596 -3%
ASRS
124
Arizona State Retirement System
Arizona
$14.2M -$81.8K -1,347 -0.6%
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$13.6M -$7.55M -124,355 -37%

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.