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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
AG
151
Aperio Group
California
$5.54M +$575K +13,275 +12%
CCMH
152
Cornerstone Capital Management Holdings
New York
$5.48M +$145K +3,342 +3%
AL
153
Airain Ltd
Guernsey
$5.43M +$3.94M +90,897 +298%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$5.4M +$1.46M +33,619 +39%
NFA
155
Nationwide Fund Advisors
Ohio
$5.35M -$2.75M -63,413 -35%
T
156
TOBAM
France
$5.35M -$2.77M -64,055 -35%
IA
157
Icon Advisers
Colorado
$5.17M
AAM
158
Advisors Asset Management
Colorado
$5.11M +$126K +2,918 +3%
RJA
159
Raymond James & Associates
Florida
$4.95M +$1.95M +44,926 +68%
ARTA
160
A.R.T. Advisors
New York
$4.77M +$3.39M +78,200 +274%
UBS Group
161
UBS Group
Switzerland
$4.77M -$8.85M -204,377 -66%
First Manhattan
162
First Manhattan
New York
$4.44M -$52K -1,200 -1%
EGM
163
Engineers Gate Manager
New York
$4.3M +$4.17M +96,209 New
SOMRS
164
State of Michigan Retirement System
Michigan
$4.11M +$30.3K +700 +0.8%
SCM
165
Stevens Capital Management
Pennsylvania
$4.07M -$2.95M -68,168 -43%
PP
166
Paloma Partners
Connecticut
$4.04M +$393K +9,078 +11%
ZIG
167
Zurich Insurance Group
Switzerland
$4.01M +$2.97M +68,613 +325%
Macquarie Group
168
Macquarie Group
Australia
$3.96M -$610K -14,083 -14%
NLGIA
169
Nippon Life Global Investors Americas
New York
$3.87M -$639K -14,760 -15%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$3.8M +$31.2K +720 +0.9%
TPSF
171
Texas Permanent School Fund
Texas
$3.66M -$79.1K -1,826 -2%
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$3.38M +$1.19M +27,398 +57%
Two Sigma Advisers
173
Two Sigma Advisers
New York
$3.31M +$2.64M +60,900 +469%
KBC Group
174
KBC Group
Belgium
$3.28M -$221K -5,098 -7%
ASRS
175
Arizona State Retirement System
Arizona
$3.1M +$13K +300 +0.4%

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.