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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
CIM
151
Contravisory Investment Management
Massachusetts
$6.19M -$666K -13,749 -10%
AAM
152
Advisors Asset Management
Colorado
$6.14M +$195K +4,027 +3%
AAF
153
Andra AP-fonden
Sweden
$5.84M +$591K +12,200 +11%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.78M +$9.54K +197 +0.2%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$5.75M +$706K +14,570 +14%
Citigroup
156
Citigroup
New York
$5.43M +$5.21M +107,553 +1,491%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$5.42M -$941K -19,437 -14%
OAM
158
Oxford Asset Management
United Kingdom
$5.32M -$798K -16,475 -13%
QI
159
QS Investors
New York
$5.31M -$5.53M -114,154 -50%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$5.22M +$1.08M +22,272 +25%
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$5.19M +$1.04M +21,420 +24%
QT
162
Quantbot Technologies
New York
$5.1M +$3.61M +74,489 +223%
WG
163
Winton Group
United Kingdom
$4.87M -$116K -2,396 -2%
CRC
164
Curi RMB Capital
Illinois
$4.8M -$1.88M -38,882 -28%
FAF
165
Fjarde Ap-fonden
Sweden
$4.78M +$1.51M +31,136 +45%
PP
166
Paloma Partners
Connecticut
$4.71M +$1.93M +39,751 +66%
M&T Bank
167
M&T Bank
New York
$4.59M +$3.57M +73,637 +313%
NLGIA
168
Nippon Life Global Investors Americas
New York
$4.59M
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$4.37M +$4.47M +92,270 New
SOADOR
170
State of Alaska Department of Revenue
Alaska
$4.3M +$975K +20,130 +28%
HI
171
HBK Investments
Texas
$4.23M +$3.21M +66,300 +286%
GIBU
172
Gulf International Bank (UK)
United Kingdom
$4.22M
RJA
173
Raymond James & Associates
Florida
$4.21M +$75.7K +1,562 +2%
MIM
174
MetLife Investment Management
New Jersey
$4.13M +$4.23M +87,257 New
Victory Capital Management
175
Victory Capital Management
Texas
$4.05M +$431K +8,905 +12%

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.