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CMS Energy

497 hedge funds and large institutions have $10.9B invested in CMS Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,616% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $49K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 173

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$631M)

1% more funds holding

Funds holding: 490497 (+7)

1.1% less ownership

Funds ownership: 88.25%87.15% (-1.1%)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
193
Reduced
173
Closed
39
Calls
$5.25M
Puts
$49K
Net Calls
+$5.2M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
126
Martingale Asset Management
Massachusetts
$8.16M +$901K +20,800 +13%
Squarepoint
127
Squarepoint
New York
$8.09M +$6.07M +140,091 +343%
Skandinaviska Enskilda Banken (SEB)
128
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.04M
MAM
129
Magellan Asset Management
Australia
$8M -$1.81M -41,880 -19%
Axa
130
Axa
France
$7.97M -$9.32M -215,062 -55%
Aviva
131
Aviva
United Kingdom
$7.8M -$413K -9,539 -5%
AIG
132
American International Group
New York
$7.57M -$36.1K -834 -0.5%
CIM
133
Contravisory Investment Management
Massachusetts
$7.2M -$1.16M -26,768 -14%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$7.16M +$1.48M +34,077 +27%
CC
135
Cipher Capital
New York
$7.15M +$4.64M +107,076 +203%
OTPPB
136
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.12M +$80.3K +1,854 +1%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$6.99M -$154K -3,554 -2%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$6.89M -$77.5K -1,790 -1%
SI
139
Sentry Investments
Ontario, Canada
$6.85M -$827K -19,100 -11%
ICM
140
IronBridge Capital Management
Illinois
$6.54M -$1.97M -45,510 -24%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$6.49M
ANI
142
American National Insurance
Texas
$6.41M
BCM
143
BlueCrest Capital Management
Jersey
$6.24M +$6.04M +139,452 New
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$6.23M -$77.2K -1,783 -1%
HCMT
145
Highland Capital Management (Tennessee)
Tennessee
$6.13M -$27.3K -630 -0.5%
NA
146
NewEdge Advisors
Louisiana
$6.09M +$725K +16,743 +14%
Marshall Wace
147
Marshall Wace
United Kingdom
$5.93M -$7.02M -162,076 -55%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.71M
BC
149
Blackstart Capital
New York
$5.6M +$3.94M +90,898 +266%
HI
150
Honeywell International
North Carolina
$5.59M

CMS Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2017, worth a combined $10.9B — up 6.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CMS positions and 39 closed out — a net gain of 16 holders — while 193 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 497 institutional investors held CMS Energy (CMS) as of Q1 2017, up from 490 in Q4 2016.
  • Funds reported $10.9B of CMS Energy stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 55 funds opened new CMS Energy positions in Q1 2017 and 39 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q1 2017 was BlackRock, an estimated $946M added.
  • The largest CMS Energy seller in Q1 2017 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2017.