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CMS Energy

408 hedge funds and large institutions have $7.42B invested in CMS Energy in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 143 increasing their positions, 156 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,810% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $168K

6% more capital invested

Capital invested by funds: $7B → $7.42B (+$417M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% less funds holding

Funds holding: 409408 (-1)

0.99% less ownership

Funds ownership: 89.53%88.53% (-0.99%)

8% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 156

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
11.73%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
37
Increased
143
Reduced
156
Closed
34
Calls
$13.3M
Puts
$168K
Net Calls
+$13.1M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$658M +$55.1M +1,851,785 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$563M +$7.41M +249,129 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$521M -$25.7M -861,978 -5%
State Street
4
State Street
Massachusetts
$450M +$34.8M +1,171,046 +9%
BIT
5
BlackRock Institutional Trust
California
$360M +$47.1M +1,582,009 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$273M +$31.8M +1,068,965 +14%
Norges Bank
7
Norges Bank
Norway
$256M +$72.2M +2,426,865 +42%
BFA
8
BlackRock Fund Advisors
California
$230M +$25.2M +847,977 +13%
Franklin Resources
9
Franklin Resources
California
$142M +$14.6M +490,788 +12%
Millennium Management
10
Millennium Management
New York
$142M -$75.5M -2,536,763 -36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$120M -$183K -6,147 -0.2%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$116M -$3.1M -104,107 -3%
Invesco
13
Invesco
Georgia
$111M +$3.23M +108,381 +3%
Northern Trust
14
Northern Trust
Illinois
$110M +$72.6K +2,440 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$110M -$12.9M -432,327 -11%
SFM
16
Systematic Financial Management
New Jersey
$97.4M -$25.2M -846,179 -21%
BG
17
BlackRock Group
United Kingdom
$88.8M +$13.2M +443,509 +18%
DPIM
18
Duff & Phelps Investment Management
Illinois
$80.6M -$334K -11,215 -0.4%
AIM
19
abrdn Investment Management
United Kingdom
$80M +$3.92M +131,825 +5%
Allianz Asset Management
20
Allianz Asset Management
Germany
$76.6M -$767K -25,779 -1%
Jennison Associates
21
Jennison Associates
New York
$75.1M
TSW
22
Thompson Siegel & Walmsley
Virginia
$73.8M +$13.7M +461,126 +24%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$71.5M -$1.64M -55,137 -2%
JHIU
24
Janus Henderson Investors US
Colorado
$68M +$120K +4,029 +0.2%
Capital Research Global Investors
25
Capital Research Global Investors
California
$65M +$55.3M +1,859,000 +815%

CMS Hedge Fund Activity: Q2 2014 in Review

408 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2014, worth a combined $7.42B — up 6% from $7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CMS positions and 34 closed out — a net gain of 3 holders — while 143 added to existing stakes and 156 trimmed.

The largest buyer was Norges Bank, adding an estimated $72.2M. The largest seller was Decade Capital Management, exiting entirely with an estimated $91.7M sold.

  • 408 institutional investors held CMS Energy (CMS) as of Q2 2014, down from 409 in Q1 2014.
  • Funds reported $7.42B of CMS Energy stock for Q2 2014, up 6% quarter-over-quarter.
  • 37 funds opened new CMS Energy positions in Q2 2014 and 34 closed out, a net change of +3 holders.
  • The largest CMS Energy buyer in Q2 2014 was Norges Bank, an estimated $72.2M added.
  • The largest CMS Energy seller in Q2 2014 was Decade Capital Management, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2014.