CMS Energy
466 hedge funds and large institutions have $10.4B invested in CMS Energy in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 49 closing their positions.
874% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $1.84M
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.44% less ownership
Funds ownership: 89.95% → 89.51% (-0.44%)
6% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 180
4% less funds holding
Funds holding: 483 → 466 (-17)
10% less capital invested
Capital invested by funds: $11.5B → $10.4B (-$1.13B)
24% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$151M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$60.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$28.4M |
| 5 |
Morgan Stanley
New York
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$109M |
| 2 |
Goldman Sachs
New York
|
-$66.9M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$47M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$24.5M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$23.5M |
CMS Hedge Fund Activity: Q3 2016 in Review
466 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2016, worth a combined $10.4B — down 9.8% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of CMS and 37 opened new positions — a net loss of 12 holders — while 180 trimmed existing stakes and 169 added.
The largest buyer was Millennium Management, adding an estimated $151M. The largest seller was Bank of New York Mellon, cutting an estimated $109M.
- 466 institutional investors held CMS Energy (CMS) as of Q3 2016, down from 483 in Q2 2016.
- Funds reported $10.4B of CMS Energy stock for Q3 2016, down 9.8% quarter-over-quarter.
- 37 funds opened new CMS Energy positions in Q3 2016 and 49 closed out, a net change of -12 holders.
- The largest CMS Energy buyer in Q3 2016 was Millennium Management, an estimated $151M added.
- The largest CMS Energy seller in Q3 2016 was Bank of New York Mellon, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2016.