CMS Energy
418 hedge funds and large institutions have $8.23B invested in CMS Energy in 2014 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 155 reducing their positions, and 30 closing their positions.
1,190% more call options, than puts
Call options by funds: $23.2M | Put options by funds: $1.8M
100% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 30
17% more capital invested
Capital invested by funds: $7.02B → $8.23B (+$1.21B)
6% more funds holding
Funds holding: 396 → 418 (+22)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.98% less ownership
Funds ownership: 86.67% → 85.69% (-0.98%)
7% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$60.5M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$53.2M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$50.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$35.2M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$201M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$88M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$63.7M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$34.4M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$32M |
CMS Hedge Fund Activity: Q4 2014 in Review
418 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2014, worth a combined $8.23B — up 17% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new CMS positions and 30 closed out — a net gain of 30 holders — while 144 added to existing stakes and 155 trimmed.
The largest buyer was Jennison Associates, adding an estimated $60.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $201M.
- 418 institutional investors held CMS Energy (CMS) as of Q4 2014, up from 396 in Q3 2014.
- Funds reported $8.23B of CMS Energy stock for Q4 2014, up 17% quarter-over-quarter.
- 60 funds opened new CMS Energy positions in Q4 2014 and 30 closed out, a net change of +30 holders.
- The largest CMS Energy buyer in Q4 2014 was Jennison Associates, an estimated $60.5M added.
- The largest CMS Energy seller in Q4 2014 was Massachusetts Financial Services, an estimated $201M sold.
Based on aggregated 13F filings for Q4 2014.