CMS Energy
409 hedge funds and large institutions have $7B invested in CMS Energy in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 154 increasing their positions, 152 reducing their positions, and 23 closing their positions.
2,586% more call options, than puts
Call options by funds: $20M | Put options by funds: $744K
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
11% more capital invested
Capital invested by funds: $6.31B → $7B (+$689M)
4% more funds holding
Funds holding: 392 → 409 (+17)
1.25% more ownership
Funds ownership: 88.28% → 89.53% (+1.2%)
1% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 152
Top Buyers
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$54.2M |
| 2 |
JP Morgan Chase
New York
|
+$26.7M |
| 3 |
Two Sigma Investments
New York
|
+$25.4M |
| 4 |
BlackRock
New York
|
+$22.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.7M |
Top Sellers
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$48.4M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$39.4M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$24.6M |
| 4 |
Millennium Management
New York
|
-$22.8M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$22.1M |
CMS Hedge Fund Activity: Q1 2014 in Review
409 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2014, worth a combined $7B — up 11% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new CMS positions and 23 closed out — a net gain of 23 holders — while 154 added to existing stakes and 152 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $54.2M. The largest seller was BlackRock Advisors, cutting an estimated $48.4M.
- 409 institutional investors held CMS Energy (CMS) as of Q1 2014, up from 392 in Q4 2013.
- Funds reported $7B of CMS Energy stock for Q1 2014, up 11% quarter-over-quarter.
- 46 funds opened new CMS Energy positions in Q1 2014 and 23 closed out, a net change of +23 holders.
- The largest CMS Energy buyer in Q1 2014 was BlackRock Institutional Trust, an estimated $54.2M added.
- The largest CMS Energy seller in Q1 2014 was BlackRock Advisors, an estimated $48.4M sold.
Based on aggregated 13F filings for Q1 2014.