CMS Energy
416 hedge funds and large institutions have $10.5B invested in CMS Energy in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 35 closing their positions.
1,694% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $843K
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
37% more capital invested
Capital invested by funds: $7.64B → $10.5B (+$2.86B)
20% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 35
3.63% more ownership
Funds ownership: 87.4% → 91.03% (+3.6%)
1% more funds holding
Funds holding: 410 → 416 (+6)
1% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$140M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$107M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$101M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$47.1M |
| 2 |
JP Morgan Chase
New York
|
-$47.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$33M |
| 4 |
Jennison Associates
New York
|
-$26.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$23M |
CMS Hedge Fund Activity: Q3 2015 in Review
416 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2015, worth a combined $10.5B — up 37% from $7.64B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CMS positions and 35 closed out — a net gain of 7 holders — while 156 added to existing stakes and 157 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $140M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.1M.
- 416 institutional investors held CMS Energy (CMS) as of Q3 2015, up from 410 in Q2 2015.
- Funds reported $10.5B of CMS Energy stock for Q3 2015, up 37% quarter-over-quarter.
- 42 funds opened new CMS Energy positions in Q3 2015 and 35 closed out, a net change of +7 holders.
- The largest CMS Energy buyer in Q3 2015 was Bank of New York Mellon, an estimated $140M added.
- The largest CMS Energy seller in Q3 2015 was T. Rowe Price Associates, an estimated $47.1M sold.
Based on aggregated 13F filings for Q3 2015.