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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
MCIM
201
Meadow Creek Investment Management
Georgia
$3.35M -$258K -4,250 -8%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$3.3M +$136K +2,245 +5%
MA
203
MUFG Americas
New York
$3.3M +$3.09M +50,965 +8,817%
MSL
204
Mackay Shields LLC
New York
$3.29M -$1.96M -32,327 -39%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$3.23M +$2.41M +39,767 +369%
FWCM
206
Ferguson Wellman Capital Management
Oregon
$2.97M -$83.2K -1,370 -3%
SICM
207
Sustainable Insight Capital Management
New York
$2.97M -$334K -5,500 -11%
Wealthfront Advisers
208
Wealthfront Advisers
California
$2.88M +$42.7K +704 +2%
BA
209
Boston Advisors
Massachusetts
$2.87M -$63.9K -1,053 -2%
UFF
210
USA Financial Formulas
Michigan
$2.84M +$599K +9,864 +29%
S
211
Seeyond
France
$2.8M -$24.2K -398 -0.9%
EP
212
Elkfork Partners
Oregon
$2.76M -$212K -3,500 -8%
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$2.72M +$10.2K +168 +0.4%
TA
214
Tiedemann Advisors
New York
$2.67M +$83.9K +1,382 +3%
HI
215
Human Investing
Oregon
$2.65M -$25.2K -415 -1%
NB
216
Norinchukin Bank
Japan
$2.62M +$64.7K +1,065 +3%
ProShare Advisors
217
ProShare Advisors
Maryland
$2.62M +$427K +7,039 +21%
MSA
218
Mason Street Advisors
Wisconsin
$2.59M -$2.25K -37 -0.1%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$2.58M +$215K +3,533 +10%
Verition Fund Management
220
Verition Fund Management
Connecticut
$2.56M -$8.68M -143,000 -78%
AB
221
Amalgamated Bank
New York
$2.54M -$48.7K -802 -2%
DF
222
Donoghue Forlines
Massachusetts
$2.54M +$2.41M +39,728 New
Baird Financial Group
223
Baird Financial Group
Wisconsin
$2.53M +$255K +4,197 +12%
PSUF
224
People's United Financial
Connecticut
$2.45M -$49.7K -819 -2%
HighTower Advisors
225
HighTower Advisors
Illinois
$2.44M -$2K -33 -0.1%

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.