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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
SPC
176
Sigma Planning Corp
Michigan
$4.44M +$3.39M +55,913 +414%
SOMRS
177
State of Michigan Retirement System
Michigan
$4.36M +$18.2K +300 +0.4%
DWA
178
Dorsey Wright & Associates
California
$4.32M +$4.1M +67,517 New
Caisse de Depot et Placement du Quebec (CDPQ)
179
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.19M +$127K +2,100 +3%
ERSOT
180
Employees Retirement System of Texas
Texas
$4.17M -$2.29M -37,714 -37%
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$4.14M -$1.37M -22,625 -26%
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$4.08M -$28.8K -475 -0.7%
FAF
183
Första AP-fonden
Sweden
$3.98M -$5.68M -93,560 -60%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$3.96M +$681K +11,212 +22%
NAM
185
Nissay Asset Management
Japan
$3.92M +$121K +1,987 +3%
ECM
186
Exchange Capital Management
Michigan
$3.91M -$742K -12,226 -17%
Stifel Financial
187
Stifel Financial
Missouri
$3.9M +$525K +8,651 +16%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$3.75M +$447K +7,358 +14%
QSS
189
Quantitative Systematic Strategies
Florida
$3.73M +$16.5K +271 +0.5%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$3.68M
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$3.6M +$128K +2,112 +4%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M +$1.08M +17,810 +48%
CRC
193
Curi RMB Capital
Illinois
$3.5M -$10.7K -177 -0.3%
NC
194
Nicholas Company
Wisconsin
$3.47M -$3.01M -49,640 -48%
CBT
195
Capital Bank & Trust
California
$3.44M -$3.1M -51,048 -49%
URS
196
Utah Retirement Systems
Utah
$3.44M +$18.2K +300 +0.6%
TPSF
197
Texas Permanent School Fund
Texas
$3.38M -$113K -1,860 -3%
CI Investments Inc
198
CI Investments Inc
Ontario, Canada
$3.37M -$3.19M -52,465 -50%
Assenagon Asset Management
199
Assenagon Asset Management
Luxembourg
$3.37M +$752K +12,381 +31%
BBA
200
BLB&B Advisors
Pennsylvania
$3.36M -$114K -1,875 -3%

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.