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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
GCP
201
GSA Capital Partners
United Kingdom
$2.54M +$2.23M +46,032 +605%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$2.5M +$35.8K +739 +1%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$2.5M +$86.3K +1,782 +3%
URS
204
Utah Retirement Systems
Utah
$2.45M +$29.1K +600 +1%
CS
205
Candriam SCA
Luxembourg
$2.23M +$35.9K +741 +2%
SLI
206
Sumitomo Life Insurance
Japan
$2.16M +$553K +11,424 +33%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$2.13M +$122K +2,511 +6%
EIM
208
ExxonMobil Investment Management
Texas
$2.12M -$323K -6,659 -13%
Bank of Nova Scotia
209
Bank of Nova Scotia
Ontario, Canada
$2.09M -$230K -4,751 -10%
TI
210
TTP Investments
California
$2.08M +$2.13M +44,038 New
MCIM
211
Meadow Creek Investment Management
Georgia
$2.08M -$1.99M -41,038 -48%
ProShare Advisors
212
ProShare Advisors
Maryland
$2.08M +$669K +13,820 +46%
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$2.06M -$4.37M -90,223 -67%
CG
214
Clinton Group
New York
$2.06M +$1.58M +32,661 +302%
GI
215
GAMCO Investors
Connecticut
$1.9M -$43.6K -900 -2%
SI
216
Sentry Investments
Ontario, Canada
$1.89M -$9.35M -193,150 -83%
EI
217
Elkhorn Investments
Illinois
$1.88M +$676K +13,959 +54%
WA
218
WealthTrust Axiom
Pennsylvania
$1.86M
LTI
219
Laffer Tengler Investments
Tennessee
$1.86M
MSA
220
Mason Street Advisors
Wisconsin
$1.86M +$6.44K +133 +0.3%
DWM
221
Darwin Wealth Management
Florida
$1.84M +$1.89M +38,972 New
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$1.83M -$18.9K -391 -1%
DnB Asset Management
223
DnB Asset Management
Norway
$1.83M -$1.19M -24,500 -39%
BPC
224
Banque Pictet & Cie
Switzerland
$1.82M +$113K +2,334 +6%
PNAA
225
Pictet North America Advisors
Switzerland
$1.82M +$113K +2,334 +6%

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.