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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
Canada Life
126
Canada Life
Manitoba, Canada
$13.6M +$159K +2,626 +1%
PCA
127
Personal Capital Advisors
California
$13.6M +$669K +11,019 +5%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$13.5M +$362K +5,957 +3%
RPI
129
Railway Pension Investments
United Kingdom
$13.2M +$78.7K +1,296 +0.6%
GF
130
Gabelli Funds
New York
$13.1M +$12.1K +200 +0.1%
SEI Investments
131
SEI Investments
Pennsylvania
$13.1M -$274K -4,516 -2%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$12.9M -$2.26M -37,200 -16%
SHA
133
Shelter Harbor Advisors
Connecticut
$12.8M +$1.52M +25,000 +14%
FAF
134
Fjarde Ap-fonden
Sweden
$12.4M -$770K -12,683 -6%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$11.7M -$1.86M -30,573 -14%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$11.2M -$9.65M -158,866 -48%
Comerica Bank
137
Comerica Bank
Texas
$10.6M -$135K -2,216 -1%
AG
138
Aperio Group
California
$10.3M +$220K +3,631 +2%
CGI
139
Comgest Global Investors
France
$10.1M -$139K -2,297 -1%
SO
140
STRS Ohio
Ohio
$9.47M +$74.7K +1,231 +0.8%
ZIG
141
Zurich Insurance Group
Switzerland
$9.32M +$8.85M +145,761 New
Calamos Advisors
142
Calamos Advisors
Illinois
$9.06M +$733K +12,074 +9%
RJA
143
Raymond James & Associates
Florida
$8.62M +$671K +11,048 +9%
M&T Bank
144
M&T Bank
New York
$8.12M -$696K -11,469 -8%
TU
145
TDAM USA
Ontario, Canada
$8.09M -$1.8M -29,593 -19%
AIG
146
American International Group
New York
$8.06M -$36.2K -597 -0.5%
CIMLRA
147
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.01M +$538K +8,858 +8%
ANI
148
American National Insurance
Texas
$7.58M
MNBTD
149
Moody National Bank Trust Division
Texas
$7.37M
AAF
150
Andra AP-fonden
Sweden
$7.26M -$516K -8,500 -7%

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.