CMS Energy
475 hedge funds and large institutions have $11.4B invested in CMS Energy in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 44 closing their positions.
16,933% more call options, than puts
Call options by funds: $511K | Put options by funds: $3K
0% less capital invested
Capital invested by funds: $11.5B → $11.4B (-$40.4M)
0.93% less ownership
Funds ownership: 88.43% → 87.5% (-0.93%)
2% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 44
10% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 181
1% less funds holding
Funds holding: 482 → 475 (-7)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$190M |
| 2 |
Goldman Sachs
New York
|
+$57.1M |
| 3 |
Millennium Management
New York
|
+$43.5M |
| 4 |
JP Morgan Chase
New York
|
+$32.8M |
| 5 |
Bank of New York Mellon
New York
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$135M |
| 2 |
Cohen & Steers
New York
|
-$75.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$41.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$30.4M |
CMS Hedge Fund Activity: Q3 2017 in Review
475 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2017, worth a combined $11.4B — down 0.35% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of CMS and 43 opened new positions — a net loss of 1 holder — while 181 trimmed existing stakes and 163 added.
The largest buyer was Capital International Investors, adding an estimated $190M. The largest seller was Capital Research Global Investors, cutting an estimated $135M.
- 475 institutional investors held CMS Energy (CMS) as of Q3 2017, down from 482 in Q2 2017.
- Funds reported $11.4B of CMS Energy stock for Q3 2017, down 0.35% quarter-over-quarter.
- 43 funds opened new CMS Energy positions in Q3 2017 and 44 closed out, a net change of -1 holder.
- The largest CMS Energy buyer in Q3 2017 was Capital International Investors, an estimated $190M added.
- The largest CMS Energy seller in Q3 2017 was Capital Research Global Investors, an estimated $135M sold.
Based on aggregated 13F filings for Q3 2017.