CMS Energy
422 hedge funds and large institutions have $8.51B invested in CMS Energy in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 39 closing their positions.
1,134% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $1.34M
26% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 39
2.42% more ownership
Funds ownership: 85.69% → 88.11% (+2.4%)
1% more funds holding
Funds holding: 418 → 422 (+4)
20% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 176
21% less capital invested
Capital invested by funds: $10.7B → $8.51B (-$2.21B)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$181M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$130M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$93.6M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$91.2M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$65.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$126M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$102M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$48.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$45.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$42M |
CMS Hedge Fund Activity: Q1 2015 in Review
422 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2015, worth a combined $8.51B — down 21% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new CMS positions and 39 closed out — a net gain of 10 holders — while 140 added to existing stakes and 176 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $181M. The largest seller was Millennium Management, cutting an estimated $126M.
- 422 institutional investors held CMS Energy (CMS) as of Q1 2015, up from 418 in Q4 2014.
- Funds reported $8.51B of CMS Energy stock for Q1 2015, down 21% quarter-over-quarter.
- 49 funds opened new CMS Energy positions in Q1 2015 and 39 closed out, a net change of +10 holders.
- The largest CMS Energy buyer in Q1 2015 was JP Morgan Chase, an estimated $181M added.
- The largest CMS Energy seller in Q1 2015 was Millennium Management, an estimated $126M sold.
Based on aggregated 13F filings for Q1 2015.