CMS Energy
395 hedge funds and large institutions have $6.08B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 158 increasing their positions, 134 reducing their positions, and 38 closing their positions.
383% more call options, than puts
Call options by funds: $5.41M | Put options by funds: $1.12M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 38
18% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 134
1.15% more ownership
Funds ownership: 85.29% → 86.44% (+1.2%)
1% more funds holding
Funds holding: 391 → 395 (+4)
2% less capital invested
Capital invested by funds: $6.18B → $6.08B (-$107M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$101M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$83.9M |
| 3 |
JP Morgan Chase
New York
|
+$70.7M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$56.8M |
| 5 |
DCM
Decade Capital Management
New York
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$121M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$107M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$87M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$51.6M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$48.1M |
CMS Hedge Fund Activity: Q3 2013 in Review
395 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $6.08B — down 1.7% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 158 added to existing stakes and 134 trimmed.
The largest buyer was Millennium Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $121M.
- 395 institutional investors held CMS Energy (CMS) as of Q3 2013, up from 391 in Q2 2013.
- Funds reported $6.08B of CMS Energy stock for Q3 2013, down 1.7% quarter-over-quarter.
- 46 funds opened new CMS Energy positions in Q3 2013 and 38 closed out, a net change of +8 holders.
- The largest CMS Energy buyer in Q3 2013 was Millennium Management, an estimated $101M added.
- The largest CMS Energy seller in Q3 2013 was Goldman Sachs, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2013.