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CMS Energy

395 hedge funds and large institutions have $7.98B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

159,133% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.12M

31% more capital invested

Capital invested by funds: $6.11B → $7.98B (+$1.87B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 134

1.05% more ownership

Funds ownership: 85.29%86.33% (+1%)

1% more funds holding

Funds holding: 391395 (+4)

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
46
Increased
157
Reduced
134
Closed
38
Calls
$1.78B
Puts
$1.12M
Net Calls
+$1.78B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
Icon Advisers
Colorado
$5.84M +$6.02M +221,800 New
Comerica Bank
127
Comerica Bank
Texas
$5.81M -$269K -9,912 -4%
ARC
128
Absolute Return Capital
Massachusetts
$5.75M +$5.93M +218,266 New
NTCOC
129
Northern Trust Company of Connecticut
Connecticut
$5.74M +$746K +27,450 +14%
RCM
130
Riverhead Capital Management
Delaware
$5.63M -$733K -27,000 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
131
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.6M -$837K -30,800 -13%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$5.36M +$5.53M +203,595 New
ZCM
133
Ziegler Capital Management
Illinois
$5.3M +$211K +7,765 +4%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$5.24M +$5.4M +198,895 New
APG Asset Management
135
APG Asset Management
Netherlands
$5.18M -$1.25M -46,068 -19%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$5.18M +$4.92M +181,147 +1,157%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$5.17M -$118K -4,329 -2%
AC
138
Allstate Corporation
Illinois
$5.12M
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$4.92M +$123K +4,515 +2%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$4.9M +$361K +13,298 +8%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$4.79M +$13.6K +500 +0.3%
DIA
142
Dana Investment Advisors
Wisconsin
$4.73M +$332K +12,234 +7%
AAF
143
Andra AP-fonden
Sweden
$4.49M +$636K +23,400 +16%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$4.42M -$21.6K -794 -0.5%
Axa
145
Axa
France
$4.4M +$1.09M +40,257 +32%
CA
146
Commerzbank Aktiengesellschaft
Germany
$4.18M -$409K -15,048 -9%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$4.16M +$1.07M +39,560 +33%
OIM
148
Opus Investment Management
Massachusetts
$4.14M
Asset Management One
149
Asset Management One
Japan
$4.13M -$1.66M -61,133 -28%
EIP
150
Epoch Investment Partners
New York
$4.12M -$87M -3,202,393 -95%

CMS Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $7.98B — up 31% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 157 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $121M.

  • 395 institutional investors held CMS Energy (CMS) as of Q3 2013, up from 391 in Q2 2013.
  • Funds reported $7.98B of CMS Energy stock for Q3 2013, up 31% quarter-over-quarter.
  • 46 funds opened new CMS Energy positions in Q3 2013 and 38 closed out, a net change of +8 holders.
  • The largest CMS Energy buyer in Q3 2013 was Millennium Management, an estimated $101M added.
  • The largest CMS Energy seller in Q3 2013 was Goldman Sachs, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2013.