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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
TCM
176
Teza Capital Management
Illinois
$3M +$2.9M +67,031 New
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$2.99M
SAM
178
Shell Asset Management
Netherlands
$2.94M -$140K -3,222 -5%
SAM
179
Symphony Asset Management
California
$2.89M +$97K +2,240 +4%
Bank of Nova Scotia
180
Bank of Nova Scotia
Ontario, Canada
$2.87M +$2.51M +57,888 +938%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M +$104K +2,400 +4%
BBA
182
BLB&B Advisors
Pennsylvania
$2.83M +$30.2K +697 +1%
Wellington Management Group
183
Wellington Management Group
Massachusetts
$2.82M +$2.02M +46,732 +286%
EIM
184
ExxonMobil Investment Management
Texas
$2.78M -$106K -2,446 -4%
Nordea Investment Management
185
Nordea Investment Management
Sweden
$2.77M -$494K -11,403 -16%
BA
186
Boston Advisors
Massachusetts
$2.74M +$33.9K +782 +1%
DnB Asset Management
187
DnB Asset Management
Norway
$2.73M +$329K +7,600 +14%
HW
188
Hedeker Wealth
Illinois
$2.71M -$208K -4,797 -7%
Stifel Financial
189
Stifel Financial
Missouri
$2.67M +$35.1K +811 +1%
SO
190
STRS Ohio
Ohio
$2.66M +$319K +7,370 +14%
QT
191
Quantbot Technologies
New York
$2.66M -$958K -22,107 -27%
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$2.65M +$42.5K +980 +2%
Calamos Advisors
193
Calamos Advisors
Illinois
$2.65M -$5.5K -127 -0.2%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$2.63M +$91.2K +2,105 +4%
NLI
195
Nippon Life Insurance
Japan
$2.57M -$506K -11,691 -17%
FAF
196
Fjarde Ap-fonden
Sweden
$2.54M -$188K -4,341 -7%
NMIMC
197
Northwestern Mutual Investment Management Company
Wisconsin
$2.53M +$1.06M +24,533 +77%
FCI
198
Financial Counselors Inc
Kansas
$2.52M +$96.2K +2,221 +4%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$2.37M -$66.8K -1,543 -3%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$2.35M

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.