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CMS Energy

497 hedge funds and large institutions have $10.9B invested in CMS Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 173 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,616% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $49K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 173

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$631M)

1% more funds holding

Funds holding: 490497 (+7)

1.1% less ownership

Funds ownership: 88.25%87.15% (-1.1%)

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
193
Reduced
173
Closed
39
Calls
$5.25M
Puts
$49K
Net Calls
+$5.2M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B +$46.2M +1,065,859 +4%
BlackRock
2
BlackRock
New York
$1.02B +$946M +21,830,781 +2,081%
JP Morgan Chase
3
JP Morgan Chase
New York
$834M -$10.5M -243,356 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$675M -$6.96M -160,591 -1%
State Street
5
State Street
Massachusetts
$636M -$23.4M -539,578 -4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$445M -$41.7M -961,600 -9%
AIM
7
abrdn Investment Management
United Kingdom
$343M -$3.77M -87,051 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$268M -$7.79M -179,722 -3%
Capital International Investors
9
Capital International Investors
California
$261M +$15.6M +360,100 +7%
Franklin Resources
10
Franklin Resources
California
$222M -$208K -4,795 -0.1%
Millennium Management
11
Millennium Management
New York
$213M -$87M -2,009,016 -30%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$161M +$2.77M +63,872 +2%
Ameriprise
13
Ameriprise
Minnesota
$151M -$1.46M -33,818 -1%
Northern Trust
14
Northern Trust
Illinois
$143M +$4.08M +94,177 +3%
Invesco
15
Invesco
Georgia
$140M -$4.57M -105,418 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$123M +$11.1M +257,136 +10%
Cohen & Steers
17
Cohen & Steers
New York
$118M -$325K -7,497 -0.3%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$117M -$7.17M -165,630 -6%
DPIM
19
Duff & Phelps Investment Management
Illinois
$116M -$699K -16,145 -0.6%
Jennison Associates
20
Jennison Associates
New York
$102M -$17.6M -407,116 -15%
Legal & General Group
21
Legal & General Group
United Kingdom
$96.9M +$234K +5,401 +0.2%
Norges Bank
22
Norges Bank
Norway
$91.4M -$9.47M -218,622 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$90.1M +$66.9M +1,544,879 +329%
Goldman Sachs
24
Goldman Sachs
New York
$88.2M +$30.4M +702,514 +55%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$84.7M +$1.86M +42,909 +2%

CMS Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2017, worth a combined $10.9B — up 6.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CMS positions and 39 closed out — a net gain of 16 holders — while 193 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $946M. The largest seller was Millennium Management, cutting an estimated $87M.

  • 497 institutional investors held CMS Energy (CMS) as of Q1 2017, up from 490 in Q4 2016.
  • Funds reported $10.9B of CMS Energy stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 55 funds opened new CMS Energy positions in Q1 2017 and 39 closed out, a net change of +16 holders.
  • The largest CMS Energy buyer in Q1 2017 was BlackRock, an estimated $946M added.
  • The largest CMS Energy seller in Q1 2017 was Millennium Management, an estimated $87M sold.

Based on aggregated 13F filings for Q1 2017.