CMS Energy
410 hedge funds and large institutions have $7.7B invested in CMS Energy in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 46 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $11.2M
0.74% less ownership
Funds ownership: 88.15% → 87.41% (-0.74%)
5% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 155
3% less funds holding
Funds holding: 422 → 410 (-12)
9% less capital invested
Capital invested by funds: $8.51B → $7.7B (-$806M)
11% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$282M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$142M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$33.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$161M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$115M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$57.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$48.7M |
| 5 |
Cohen & Steers
New York
|
-$35.6M |
CMS Hedge Fund Activity: Q2 2015 in Review
410 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2015, worth a combined $7.7B — down 9.5% from $8.51B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of CMS and 41 opened new positions — a net loss of 5 holders — while 155 trimmed existing stakes and 147 added.
The largest buyer was Bank of New York Mellon, adding an estimated $282M. The largest seller was Capital Research Global Investors, cutting an estimated $161M.
- 410 institutional investors held CMS Energy (CMS) as of Q2 2015, down from 422 in Q1 2015.
- Funds reported $7.7B of CMS Energy stock for Q2 2015, down 9.5% quarter-over-quarter.
- 41 funds opened new CMS Energy positions in Q2 2015 and 46 closed out, a net change of -5 holders.
- The largest CMS Energy buyer in Q2 2015 was Bank of New York Mellon, an estimated $282M added.
- The largest CMS Energy seller in Q2 2015 was Capital Research Global Investors, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2015.