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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$7M -$244K -4,024 -4%
SFI
152
Susquehanna Fundamental Investments
Pennsylvania
$6.73M
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.47M -$34.3K -565 -0.6%
Aviva
154
Aviva
United Kingdom
$6.39M -$248K -4,081 -4%
SG Americas Securities
155
SG Americas Securities
New York
$6.29M +$1.86M +30,628 +45%
RBA
156
Richard Bernstein Advisors
New York
$6.11M
OTPPB
157
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.09M +$137K +2,250 +2%
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$6.06M +$1.76K +29 +0%
DnB Asset Management
159
DnB Asset Management
Norway
$5.9M -$2.47M -40,758 -31%
OCAM
160
Onex Canada Asset Management
Ontario, Canada
$5.88M -$1.39M -22,874 -20%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$5.83M +$5.54M +91,199 New
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$5.64M -$7.75M -127,636 -59%
Allianz Asset Management
163
Allianz Asset Management
Germany
$5.45M +$2.41M +39,679 +87%
First Manhattan
164
First Manhattan
New York
$5.34M -$5.71K -94 -0.1%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$5.21M +$993K +16,351 +25%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$4.98M +$349K +5,749 +8%
GAM
167
Gotham Asset Management
New York
$4.97M +$4.72M +77,685 New
DILIC
168
Dai-ichi Life Insurance Company
Japan
$4.94M +$170K +2,805 +4%
MIM
169
MetLife Investment Management
New Jersey
$4.94M -$59.8K -985 -1%
Nomura Asset Management
170
Nomura Asset Management
Japan
$4.89M +$183K +3,016 +4%
BCM
171
Brasada Capital Management
Texas
$4.85M +$271K +4,463 +6%
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$4.79M -$4.72M -77,676 -51%
HW
173
Hedeker Wealth
Illinois
$4.63M +$259K +4,260 +6%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$4.54M
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$4.5M +$306K +5,042 +8%

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.