CMS Energy
489 hedge funds and large institutions have $10.3B invested in CMS Energy in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 170 increasing their positions, 177 reducing their positions, and 40 closing their positions.
1,357% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $1.12M
73% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 40
5% more funds holding
Funds holding: 467 → 489 (+22)
2% less capital invested
Capital invested by funds: $10.5B → $10.3B (-$238M)
4% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 177
1.26% less ownership
Funds ownership: 89.51% → 88.25% (-1.3%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$29.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.3M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$27.3M |
| 4 |
Morgan Stanley
New York
|
+$20.8M |
| 5 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$71.3M |
| 2 |
JP Morgan Chase
New York
|
-$70.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$37.6M |
| 4 |
Bank of New York Mellon
New York
|
-$33.8M |
| 5 |
Millennium Management
New York
|
-$27.9M |
CMS Hedge Fund Activity: Q4 2016 in Review
489 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2016, worth a combined $10.3B — down 2.3% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new CMS positions and 40 closed out — a net gain of 29 holders — while 170 added to existing stakes and 177 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $29.6M. The largest seller was TIAA CREF Investment Management, cutting an estimated $71.3M.
- 489 institutional investors held CMS Energy (CMS) as of Q4 2016, up from 467 in Q3 2016.
- Funds reported $10.3B of CMS Energy stock for Q4 2016, down 2.3% quarter-over-quarter.
- 69 funds opened new CMS Energy positions in Q4 2016 and 40 closed out, a net change of +29 holders.
- The largest CMS Energy buyer in Q4 2016 was Pictet Asset Management (UK), an estimated $29.6M added.
- The largest CMS Energy seller in Q4 2016 was TIAA CREF Investment Management, an estimated $71.3M sold.
Based on aggregated 13F filings for Q4 2016.