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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
SOMRS
176
State of Michigan Retirement System
Michigan
$3.91M -$140K -2,900 -3%
Nomura Asset Management
177
Nomura Asset Management
Japan
$3.74M +$2.42K +50 +0.1%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$3.69M -$2.78M -57,326 -42%
TPSF
179
Texas Permanent School Fund
Texas
$3.64M -$56.5K -1,166 -1%
SSA
180
Schonfeld Strategic Advisors
New York
$3.45M +$3.53M +72,966 New
SAM
181
Shell Asset Management
Netherlands
$3.34M +$301K +6,222 +10%
CIP
182
Chartwell Investment Partners
Pennsylvania
$3.01M
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M +$23K +474 +0.7%
JG
184
Jefferies Group
New York
$3M -$6.41M -132,394 -68%
NIPH
185
NN Investment Partners Holdings
Netherlands
$2.98M
NAM
186
Nissay Asset Management
Japan
$2.97M +$3.04M +62,861 New
HW
187
Hedeker Wealth
Illinois
$2.9M +$181K +3,727 +6%
SG Americas Securities
188
SG Americas Securities
New York
$2.89M +$649K +13,395 +28%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$2.87M +$185K +3,810 +7%
ZIG
190
Zurich Insurance Group
Switzerland
$2.87M +$235K +4,849 +9%
FCI
191
Financial Counselors Inc
Kansas
$2.81M +$118K +2,439 +4%
BBA
192
BLB&B Advisors
Pennsylvania
$2.8M -$119K -2,450 -4%
Calamos Advisors
193
Calamos Advisors
Illinois
$2.72M -$59K -1,219 -2%
CWM
194
CIBC World Markets
New York
$2.7M -$786K -16,225 -22%
BA
195
Boston Advisors
Massachusetts
$2.7M -$104K -2,147 -4%
SO
196
STRS Ohio
Ohio
$2.69M +$33K +681 +1%
SAM
197
Symphony Asset Management
California
$2.68M -$28.8K -594 -1%
Wellington Management Group
198
Wellington Management Group
Massachusetts
$2.65M -$301K -6,208 -10%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$2.62M -$55.2K -1,139 -2%
RIM
200
Redpoint Investment Management
Australia
$2.6M +$2.66M +54,936 New

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.