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CMS Energy

518 hedge funds and large institutions have $11.8B invested in CMS Energy in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 160

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 475518 (+43)

3% more capital invested

Capital invested by funds: $11.4B → $11.8B (+$351M)

0.87% more ownership

Funds ownership: 87.5%88.37% (+0.87%)

Holders
518
Holders Change
+43
Holders Change %
+9.05%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
81
Increased
195
Reduced
160
Closed
35
Calls
$985K
Puts
Net Calls
+$985K
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$19.7M +406,015 +1%
BlackRock
2
BlackRock
New York
$1.3B +$106M +2,182,812 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.06B +$44.6M +921,168 +4%
State Street
4
State Street
Massachusetts
$651M -$6.47M -133,518 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$632M -$32.1M -662,587 -5%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$305M -$7.47M -154,247 -2%
Capital International Investors
7
Capital International Investors
California
$266M -$205M -4,227,900 -43%
Franklin Resources
8
Franklin Resources
California
$245M +$11.3M +232,421 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$193M +$4.84M +99,980 +3%
Goldman Sachs
10
Goldman Sachs
New York
$187M -$26.7M -550,461 -12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$182M -$51.6M -1,064,409 -22%
Northern Trust
12
Northern Trust
Illinois
$164M +$1.69M +34,853 +1%
Renaissance Technologies
13
Renaissance Technologies
New York
$153M +$64.4M +1,329,800 +70%
Capital Research Global Investors
14
Capital Research Global Investors
California
$151M -$188M -3,874,700 -55%
Ameriprise
15
Ameriprise
Minnesota
$150M -$9.48M -195,813 -6%
Invesco
16
Invesco
Georgia
$149M +$8.72M +180,097 +6%
Millennium Management
17
Millennium Management
New York
$149M -$39.3M -810,978 -21%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$142M +$5.64M +116,409 +4%
DPIM
19
Duff & Phelps Investment Management
Illinois
$118M
Legal & General Group
20
Legal & General Group
United Kingdom
$116M +$2.28M +47,161 +2%
Jennison Associates
21
Jennison Associates
New York
$114M +$6.42M +132,516 +6%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$108M +$40.6M +837,589 +58%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$99.8M +$24.1M +498,439 +31%
EVM
24
Eaton Vance Management
Massachusetts
$96.3M -$1.4M -28,824 -1%
Bank of America
25
Bank of America
North Carolina
$94.6M -$4.34M -89,613 -4%

CMS Hedge Fund Activity: Q4 2017 in Review

518 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q4 2017, worth a combined $11.8B — up 3.1% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMS positions and 35 closed out — a net gain of 46 holders — while 195 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Capital International Investors, cutting an estimated $205M.

  • 518 institutional investors held CMS Energy (CMS) as of Q4 2017, up from 475 in Q3 2017.
  • Funds reported $11.8B of CMS Energy stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 81 funds opened new CMS Energy positions in Q4 2017 and 35 closed out, a net change of +46 holders.
  • The largest CMS Energy buyer in Q4 2017 was BlackRock, an estimated $106M added.
  • The largest CMS Energy seller in Q4 2017 was Capital International Investors, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2017.