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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
PI
126
PGGM Investments
Netherlands
$8.24M -$8.67M -179,025 -51%
ACI
127
AMP Capital Investors
Australia
$8.21M -$116K -2,388 -1%
QIM
128
Quantitative Investment Management
Virginia
$8.02M -$5.24M -108,200 -39%
Marshall Wace
129
Marshall Wace
United Kingdom
$8.02M +$8.21M +169,503 New
BC
130
Blackstart Capital
New York
$7.94M +$8.13M +167,845 New
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.9M -$609K -12,574 -7%
Axa
132
Axa
France
$7.84M
NA
133
NewEdge Advisors
Louisiana
$7.83M +$425K +8,779 +5%
Comerica Bank
134
Comerica Bank
Texas
$7.64M -$44.9K -927 -0.5%
AIG
135
American International Group
New York
$7.63M +$385K +7,959 +5%
CC
136
Cipher Capital
New York
$7.59M +$6.35M +131,011 +446%
CCMH
137
Cornerstone Capital Management Holdings
New York
$7.56M -$3.23M -66,604 -29%
PI
138
Putnam Investments
Massachusetts
$7.48M +$1.11M +22,960 +17%
Aviva
139
Aviva
United Kingdom
$7.35M -$1.05M -21,640 -12%
FWCM
140
Ferguson Wellman Capital Management
Oregon
$7.22M +$9.59K +198 +0.1%
Squarepoint
141
Squarepoint
New York
$7.18M -$4.53M -93,484 -38%
AG
142
Aperio Group
California
$7.16M +$156K +3,221 +2%
FAF
143
Första AP-fonden
Sweden
$7.09M -$9.69K -200 -0.1%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$6.88M -$319K -6,578 -4%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$6.86M
UBS Group
146
UBS Group
Switzerland
$6.86M -$2.64M -54,593 -27%
ANI
147
American National Insurance
Texas
$6.77M
TD Asset Management
148
TD Asset Management
Ontario, Canada
$6.47M -$33.4K -690 -0.5%
HCMT
149
Highland Capital Management (Tennessee)
Tennessee
$6.34M -$91.1K -1,880 -1%
First Manhattan
150
First Manhattan
New York
$6.33M -$145K -3,000 -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.