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CMS Energy

395 hedge funds and large institutions have $7.98B invested in CMS Energy in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

159,133% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.12M

31% more capital invested

Capital invested by funds: $6.11B → $7.98B (+$1.87B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

17% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 134

1.05% more ownership

Funds ownership: 85.29%86.33% (+1%)

1% more funds holding

Funds holding: 391395 (+4)

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
12.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
46
Increased
157
Reduced
134
Closed
38
Calls
$1.78B
Puts
$1.12M
Net Calls
+$1.78B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.92B -$1.58M -58,293 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$492M -$36.2M -1,331,609 -7%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$437M -$4.44M -163,302 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$419M +$70.7M +2,603,958 +20%
State Street
5
State Street
Massachusetts
$346M -$4.7M -172,997 -1%
BIT
6
BlackRock Institutional Trust
California
$212M +$2.45M +90,250 +1%
Millennium Management
7
Millennium Management
New York
$187M +$101M +3,732,425 +111%
Norges Bank
8
Norges Bank
Norway
$179M -$2.06M -75,901 -1%
BFA
9
BlackRock Fund Advisors
California
$169M +$577K +21,225 +0.3%
SFM
10
Systematic Financial Management
New Jersey
$120M +$7.8M +287,028 +7%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$104M +$25.4M +935,864 +31%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$98.4M +$2.9M +106,901 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$95.9M +$5.02M +184,638 +5%
Northern Trust
14
Northern Trust
Illinois
$95.9M +$201K +7,389 +0.2%
AIM
15
abrdn Investment Management
United Kingdom
$95.7M +$6.24M +229,625 +7%
Invesco
16
Invesco
Georgia
$91.6M -$11.1M -408,317 -10%
Ameriprise
17
Ameriprise
Minnesota
$86.1M +$775K +28,522 +0.9%
CC
18
Carlson Capital
Texas
$81.3M +$83.9M +3,088,950 New
Franklin Resources
19
Franklin Resources
California
$79M
JHIU
20
Janus Henderson Investors US
Colorado
$73.1M +$56.8M +2,089,671 +304%
Jennison Associates
21
Jennison Associates
New York
$72.7M +$9.46M +348,340 +14%
DPIM
22
Duff & Phelps Investment Management
Illinois
$69.1M +$63K +2,320 +0.1%
DCM
23
Decade Capital Management
New York
$66.7M +$41.6M +1,533,066 +153%
Allianz Asset Management
24
Allianz Asset Management
Germany
$66.1M +$9.65M +355,136 +16%
BA
25
BlackRock Advisors
Delaware
$64.5M +$3.74M +137,643 +6%

CMS Hedge Fund Activity: Q3 2013 in Review

395 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2013, worth a combined $7.98B — up 31% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CMS positions and 38 closed out — a net gain of 8 holders — while 157 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 $7.98B of CMS Energy stock for Q3 2013, up 31% 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.